Salesforce
Set up and use the Salesforce integration
How to enable and use the Salesforce integration
The Salesforce plugin lets you access and manage Salesforce records directly from your inbox in Front. You can view and update Contact, Lead, Account,...
Set up a Salesforce integration using Connectors
Note: This article focuses on use cases involving application objects and third-party data (application requests). If you're just getting started wit...
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...