What is Helpshift for Salesforce?

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, […]

Where can I get Helpshift 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.

How do I upgrade to the latest version of the Salesforce Integration?

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 […]

How do I map custom metadata from Helpshift to Salesforce?

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 […]

Guide: Salesforce 3.0 package upgrade

What is new in 3.0? Optimized faster loading and syncing of messages. Better UI/UX resembling a Helpshift’s agent experience. Non-disruptive messages provide feedback on user actions. Fewer DMLs and SOQLs. Fewer API calls. Better logging to enable troubleshooting. Frequently Asked Questions before the upgrade Will the upgrade affect our existing flow? What if the new […]

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