Salesforce Integration Overview
You must purchase this integration separately from both your BeyondTrust software and your Salesforce solution. For more information, contact BeyondTrust sales.
Integration Summary
The integration of BeyondTrust with Salesforce adds functionality that provides the means to initiate a support session from the Salesforce Case interface and at the end of the session to update the case with the following information:
- Chat Transcript
- File Transfers
- System Information
- Session Notes
- Exit Surveys (Customer and Representative)
- Recordings (Links Only)
High Level Integration Information
| Data Source | BeyondTrust |
| Data Destination | Salesforce.com Case |
| Direction | Both-way |
| Push/Pull | Push and Pull |
| Integration Mechanism | BeyondTrust API |
