Connect apps & services Salesforce

Connect Salesforce with Tethr

New feature: content organization, collaboration and filtering

This article describes a new feature that may not be available to all users. If you don't see this feature and want to learn more, please contact your Tethr admin.
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Add Salesforce data to your customer interactions, including calls, support case messages and chats.

Warning: You must be a Tethr admin to complete the following steps.
Admins: Salesforce needs to be enabled for your organization before adding the Salesforce integration. If it's not, first submit a support ticket to get Salesforce enabled.

Add a new Salesforce integration in Tethr:

  1. If you're not already viewing your user profile page, click on the Settings option in your user menu.
  2. Click on the Add integration menu and select the Salesforce option.
  3. Type a new dashboard name and then click the Create button.
  4. Click on the Integration title. In the blue box, rename the title and then press either the Return or Enter key on your keyboard.

    Tip: You can also initiate the rename step by clicking on the Rename option in the Actions ••• ) menu.
  5. Click the Save button.
  6. Click the Connect to Salesforce button.
  7. Enter your Salesforce information in the Salesforce login pop-up window.

What's next?