-
Salesforce contacts sync
Overview Front’s Salesforce sync feature allows you to automatically sync contacts from Salesforce into Front. After you’ve synced contacts into Front, your team will be able to:…
-
How to enable and use the Salesforce integration
Overview The Salesforce plugin allows you to create, view, and edit Salesforce records directly from Front, and trigger automated actions with rules in Salesforce.…
-
Salesforce accounts sync
Overview Front’s Salesforce sync feature allows you to automatically sync accounts from Salesforce into Front. After you’ve synced accounts into Front, your team will be able to:…
-
Synchronizing and leveraging Salesforce or CRM data in Front via rules
Overview For many companies, Salesforce (or other CRMs) serve as the system of record, holding valuable information about accounts, contacts, opportunities, and more.…
-
Assign a conversation based on the Salesforce account owner
Overview This is by far the hottest topic you've asked, regarding Salesforce auto-assignments in Front, which is why we're excited to let you know-- yes, it's possible!…
-
Troubleshooting Salesforce
See an error message, “An Error Has Occurred” 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 be…
-
Logging Emails to Salesforce using Auto BCC
Overview BCC to Salesforce is a function within Salesforce CRM that gives sales reps the option to track sent emails to prospects and customers. By blind carbon copying a designated email address…
salesforce