Salesforce Integration Setup

The Salesforce Integration automatically sends closed Cases with Live Chat Transcripts and Emails to SupporTrends for Natural Language Processing. These instructions will guide you through this setup.

1. If you do not have a SupporTrends account, sign up here: https://platform.supportrends.com/user/register.
2. Click this installation link: https://login.salesforce.com/services/oauth2/authorize?client_id=3MVG9kBt168mda_.r4yYr5lfRZJhcHZvCvrOpbt95s8Ff8uxpQBkycaVqLxFw9.nFTX501lnpqJto3DWYa6Nt&redirect_uri=https://platform.supportrends.com/app/data-source/integrations&response_type=code&state=salesforce
3. Sign into Salesforce if you are not already signed in and accept the permissions to allow SupporTrends to access your account.
4. You will be redirected to SupporTrends upon accepting the permissions. Sign into SupporTrends if you are not already signed.
5. If the installation is a success, you will be redirected to a successful installation notification on Salesforce.
6. Go back to SupporTrends and on the left side bar click on Data Sources then click on Integrations.
7. Scroll down to the Salesforce section and ensure that the toggle is set to On.
8. As Cases in Salesforce are closed, they get downloaded and processed by SupporTrends automatically.