New Team-Based plan starts at just $49 for 10 agents—flat-rate pricing, limitless potential! TRY NOW.
View Salesforce customer data in BoldDesk.
The Salesforce integration lets support teams view their customer data from Salesforce in 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:
BoldDesk administrators can define roles to control which users can see information from Salesforce on the ticket details page.
TEST ALL THE FEATURES OF BOLDDESK
Top Customer Service Solutions
