Role: Admin, Account Manager
Connecting your Salesforce account to Klaus couldn't be easier. Just follow these steps:
When signing up, you will be asked to connect your help desk. The first step is to choose Salesforce from the list of our integrations.
Give your Connection a name (useful in case you add multiple connections in future) and click continue.
You will then be taken to Salesforce where you are asked to give Klaus authorization to access your account.
That's it! We will start syncing conversations from your Salesforce account. This may take some time depending on the options you selected. You can contact our Support team if you have questions.
If you wish to connect more than one instance of Salesforce or another software, you can do that in Account Settings > Connections once you enter Klaus.
When connecting Salesforce, you can also have some addition security options which allow you to stop some specific information and conversations being synced with Klaus. You can see more on this here.