Salesforce Tutorial

Introduction

Salesforce provides on-demand CRM software services to help companies with global customer communication. This Userlike integration lets you send conversations to your Salesforce account. Be prepared for the next follow-up and customer interaction.

Register account

Step 1

Go to the Addons section and select the Salesforce configure option.

Step 2

Here you can enter your Salesforce username and password. If you have received your Salesforce Security Token via email, simply paste it into the field within the addon configuration, otherwise follow below steps to reset your token and have it sent to your email.

Obtaining a Salesforce security token

At the top of any Salesforce page, click the down arrow next to your name. From the menu under your name, select "Setup" or "My Settings" — whichever one appears.

From the left pane, select one of the following:

  • If you clicked "Setup", select "My Personal Information" > "Reset My Security Token".
  • If you clicked "My Settings", select "Personal" > "Reset My Security Token".

Click the "Reset Security Token" button. The new security token is sent via email to the email address on your Salesforce user record.

Sending conversations to Salesforce

In the Message Center, you can now manually send conversations to Salesforce via the action bar above the conversation or via chat command in the input field.

  • $salesforce - Create Salesforce case from current conversation

Under **All conversations** you can also send multiple conversations to the add-on.