Integrate Salesforce into Bold360
Salesforce integration delivers highly customizable Customer Relationship Management (CRM) experience to Bold360 agents while they chat with customers.
The integration increases agent efficiency as it makes Salesforce customer data directly available from Bold360. An agent does not have to switch between Salesforce and the Bold360 agent workspace since the integration makes Salesforce customer data directly available from Bold360.
The properly configured integration provides a link on the custom integration toolbar next to the customer's name that agents can use to access their Salesforce account during chat sessions.
To set up Salesforce in Bold360, you must do the following:
Install the Bold360 Conversation Integration app in Salesforce. You can get the installer from your Account Manager or Customer Success representative.
Set up the integration in Bold360 Admin Center
Configure the relevant Salesforce objects and then map the Bold360 chat fields to Salesforce customer data fields
Optionally, set up Salesforce to display chat transcripts when you open Salesforce objects