- #SALESFORCE INBOX APP CRASHING HOW TO#
- #SALESFORCE INBOX APP CRASHING FULL#
- #SALESFORCE INBOX APP CRASHING PROFESSIONAL#
The following tables show the types of attributes that can be synced between Intercom and Salesforce: In order to sync attributes between Intercom and Salesforce, their data types need to be compatible between both systems. Note: Data synced via these mappings is applied directly to the user, lead or contact in Salesforce or Intercom, for a simple view of live Salesforce data in Intercom, use the Inbox app. You can also determine in which direction the attribute will be sent during the sync process (from Intercom to Salesforce or Salesforce to Intercom). Note: You must use email address to map leads as they do not have a user_id.Īfter mapping objects (leads and users), you can map and sync their attributes (fields). In a case with two matching users or two matching leads, the last updated one will be matched.įor example, a user in Intercom with the user_id 'abc123' will be matched with a contact in Salesforce with the customer number 'abc123'. In Salesforce, Contacts will be prioritized over Leads. If duplicate objects exist, Intercom Users will be prioritized over Intercom Leads. It's a good idea to familiarize yourself before you configure your attribute mapping.Ī mapping is established when objects (leads or users) with the same identifier (fields such as a customer number or email address) are found both in Intercom and in Salesforce. Recommended reading: This article explains exactly how and when data is synced between Salesforce and Intercom. You’ll find the Salesforce app in the Intercom app store.
![salesforce inbox app crashing salesforce inbox app crashing](https://c1.sfdcstatic.com/content/dam/web/en_us/www/images/salesforce-iq/demo-box-inbox-0817.jpg)
#SALESFORCE INBOX APP CRASHING PROFESSIONAL#
Professional edition - you can buy API access as an add-on with this edition. There are 3 editions without API access:
#SALESFORCE INBOX APP CRASHING FULL#
To integrate with Salesforce, you must have:Īn Intercom subscription with full admin permissions.Ī Salesforce account with admin permissions.Ī Salesforce edition with API access, such as Enterprise or Unlimited edition. See basic live data from within Salesforce (separate to mapped attributes).Īutomatically log conversations, notes and messages as Salesforce tasks, so you have a complete interaction history with each lead/contact.Ĭreate cases in Salesforce from Intercom conversations. See the latest Salesforce data in your inbox, in contacts and use it to target and filter content and automations.Įasily manage Intercom’s usage of your Salesforce API limit.Īlso add the Salesforce Inbox app which lets you: Keep your data in sync with regular updates in the direction you choose Intercom to Salesforce, or Salesforce to Intercom.Īutomatically assign conversations to the correct lead owner in Intercom.
![salesforce inbox app crashing salesforce inbox app crashing](https://i2.wp.com/galvintech.com/wp-content/uploads/2016/11/Salesforce-Inbox.png)
#SALESFORCE INBOX APP CRASHING HOW TO#
Read this article to learn how to use the app in your inbox.Ĭonnect Salesforce and Intercom and you can:
![salesforce inbox app crashing salesforce inbox app crashing](https://www.salesforce.org/wp-content/uploads/2018/12/GM-Inbox-Promo.png)
Note: This article covers the installation and setup of the Salesforce app. You can also create Salesforce tasks or cases from Intercom conversations. You can create Salesforce leads, see and use Salesforce data in Intercom, and Intercom data in Salesforce. Our two-way Salesforce app makes it easy to capture, nurture and convert leads in Intercom.