Integrate Salesforce with ClearFeed

Learn how to connect your Salesforce account with ClearFeed

To get started using Salesforce with ClearFeed, you need to connect your Salesforce account with ClearFeed.

Note: The integration can only be authorized by Salesforce Admin.

Steps to connect Salesforce with ClearFeed

• On the ClearFeed web app, navigate to the Settings from the nav-bar, and then open the Integrations section.

• Next, click on the Connect button next to Salesforce. This will re-direct you to Saleforce's sign-in page. Fill your credentials and sign in.

• Then, you will see the below modal. Click on Allow to to allow access.

• After authorizing Salesforce using ClearFeed web app, install the ClearFeed app in Salesforce: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t5g000000m64v.

  • Note: This URL changes with every update. Please contact ClearFeed at [e-mail] or on Slack if the above URL does not work.

• The URL will re-direct you to the below screen. Click on the Install button.

• In the below modal that appears, click on Continue. This should start the installation.

• After the installation is complete, click on Done.

• Once installation is complete, go to Salesforce's Setup page and navigate to User Interface -> User Interface.

• Tick the Enable "Set Audit Fields upon Record Creation... field.

• You will be redirected back to ClearFeed, with the integration successful.

Next Steps

1. You need to ensure that the field CreatedById has read and write permissions. To ensure this is there, you need to do the following:

   • Go to setup

   • Search for object manager. It's present under Objects and Fields section.

   • Search for "Case" and click on "Fields and Relationships".

   • Search for the field name CreatedById. (field label = CreatedBy).

   • Click on "Set field level security".

   • Make sure "Read only" box is unchecked for all/specific user roles. Our customers can decide which type of users can be the creator of the case.

2. Once Salesforce is connected to ClearFeed, you can now proceed to Collection settings and configure Salesforce in the Ticketing section. Read more about setting up Ticketing here.