Salesforce
Set up and use the Salesforce integration
How to enable and use the Salesforce integration
The Salesforce plugin allows you to create, view, and edit Salesforce records directly from Front, and trigger automated actions with rules in Salesfo...
Assign a conversation based on the Salesforce account owner
Implement Salesforce auto-assignments using Front rules + Zapier or Front rules + contact custom fields. Be able to create a shared rule in Front Be...
Synchronizing and leveraging Salesforce or CRM data in Front via rules
For many companies, Salesforce (or other CRMs) serve as the system of record, holding valuable information about accounts, contacts, opportunities, ...
Troubleshooting Salesforce
Click Refresh Custom Fields in your field settings screen, or sign in and sign out of the integration. The reason being the custom objects need to b...