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

BoldDesk + Salesforce Integration

View Salesforce customer data in the BoldDesk.

Why you should integrate Salesforce

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

View the Salesforce object inside BoldDesk

The ticket requestor information from Salesforce is displayed on the ticket details page when they are matched with an email address.  

You can also view the salesforce information on contact and contact group pages. 

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

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

TEST OUT ALL THE FEATURES OF BOLDDESK

Start your 15-day free trial with instant access


cta-band-image
Up arrow icon