What It Does
- Syncs cases from Salesforce into Decimal as support tickets
- Writes resolutions back as comments on the original Salesforce case
- Imports case details including descriptions, comments, and account information
- Keeps cases updated as they progress in Salesforce
Connecting Salesforce
- Open Integrations: Go to Settings → Integrations.
- Click Salesforce: Click on the Salesforce integration row to open the configuration modal.
- Provide credentials: Enter your Salesforce connection details as specified in the modal.
- Connect: Click Connect to save and begin syncing cases.