What's New  Explore the new updates and features of BoldDesk in our May release.  Learn More.

Claim Your Free Account

BoldDesk + Salesforce Integration

View Salesforce customer data in BoldDesk.

Try For Free
How it works?

Why you should integrate Salesforce

The Salesforce integration lets support teams view their customer data from Salesforce in BoldDesk.

View Salesforce objects inside BoldDesk

When a customer submits a ticket in BoldDesk, their corresponding information from Salesforce is displayed on the ticket details page.

You can also view Salesforce information in BoldDesk's contact and contact group pages. 

On the ticket detail page, the following Salesforce objects are available: 

  • Contact
  • Lead
  • Account
  • Opportunity

Role-based permissions for viewing Salesforce data

BoldDesk administrators can define roles to control which users can see information from Salesforce on the ticket details page.

Refer to our guide to get started with the Salesforce integration

How to configure Salesforce and BoldDesk

TEST ALL THE FEATURES OF BOLDDESK

Start your 15-day free trial with instant access


  • No credit card required
  • Easy setup
Up arrow icon
Live Chat Icon