Integrate Care with Salesforce

Prerequisites

• Salesforce integration must be enabled in your Emplifi organization.

• To connect Emplifi with a Salesforce account, you must have an admin-level access in Salesforce.

Request Salesforce integration

If Salesforce integration is not a part of your subscription, you can simply request it:

Steps:

1. In the Emplifi suite, click Settings.

2. Click Integrations & API.

3. Find Salesforce for Community and Care and click Request.

   

Connect a Salesforce account

To connect your Emplifi account to your Salesforce account (or Sandbox), follow these steps:

1. In the Emplifi suite, click the Settings icon.

2. Click Integrations & API, then click Salesforce.

3. Click Connect Salesforce account.
   Salesforce login screen opens.

   

   Optional: You may also log into the Salesforce Sandbox to test the connection and mapping.

4. Login with your Salesforce credentials.
   Depending on your browser settings, you may be taken directly to the next screen as already logged in.

5. Allow Emplifi to access into your Salesforce account.

   

   The connection completes.

You can now map the fields between Care and your Salesforce environment.

Next steps: