Salesforce
Set up and use the Salesforce integration
How to enable and use the Salesforce integration
Salesforce is the world’s leading cloud CRM platform that helps businesses grow. Sales teams can track every customer interaction in one place, while ...
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
This article contains frequently asked questions and common errors and solutions for troubleshooting Salesforce integration issues. To use the Sales...