Helpshift for Salesforce is Helpshift’s new managed package for Salesforce. It gives Salesforce users the ability to add a mobile support channel to their Salesforce Service Cloud by providing native access to a variety of Helpshift features such as live messaging, Knowledge Base mapping, and more. To get started with the Helpshift plugin for Salesforce, […]
Helpshift for Salesforce is available for installation from the Salesforce AppExchange. Please note that full access to the app requires prior activation from Helpshift. If you would like to start a trial of Helpshift for Salesforce, please request a demo.
Yes! To request a trial of Helpshift for Salesforce, please request a demo and someone will reach out with further details.
Salesforce Integration v2.7.0 was released on March 12, 2018 with the following features: Chat messages have actual attachments, and not just the URLs Debug logs are available as attachments to cases for Issues that have debug logs A transcript will be generated for cases when the Issue is Resolved or Rejected (or added as an […]
The user installing Helpshift for Salesforce in your Salesforce instance must have Salesforce Administrator access and/or the ability to create, update and delete AppExchange packages.
To map your Helpshift custom metadata to Salesforce fields, you must first map all of your custom metadata from Helpshift onto one singular Salesforce field. From there, your Salesforce Admin can parse out the custom metadata data into individual Salesforce fields. To set this up, first, your Salesforce admin will need to work with your […]
Only users with Standard Users Licenses can take advantage of Helpshift for Salesforce.
Helpshift for Salesforce leverages custom fields, custom objects and API calls. For this reason, it is currently only available Salesforce customers with Enterprise or Unlimited editions of Salesforce.
To learn more about this integration, please review our Salesforce Integration Guide.