Salesforce

How to connect your Salesforce account with Klaus

Chris Jewitt avatar
Written by Chris Jewitt
Updated over a week ago

Role: Admin, Account Manager

How to connect Salesforce?

  1. 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.

  2. Give your Connection a name (useful in case you add multiple connections in future) and click continue.

  3. You will then be taken to Salesforce where you are asked to give Klaus authorization to access your account.

  4. Select the retention period for your data.

  5. That's it! We will start syncing the last 24 hours of data from your Salesforce account. This may take some time depending on the options you selected and your conversation volume. You can contact our Support team if you have any questions or need us to import older data.


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.
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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.

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