Salesforce Integration Overview

You must purchase this integration separately for both your Remote Support 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

BeyondTrust is the worldwide leader in Privileged Access Management (PAM), empowering companies to secure and manage their entire universe of privileges. The BeyondTrust Universal Privilege Management approach secures and protects privileges across passwords, endpoints, and access, giving organizations the visibility and control they need to reduce risk, achieve compliance, and boost operational performance.

©2003-2021 BeyondTrust Corporation. All Rights Reserved. Other trademarks identified on this page are owned by their respective owners. BeyondTrust is not a chartered bank or trust company, or depository institution. It is not authorized to accept deposits or trust accounts and is not licensed or regulated by any state or federal banking authority.

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