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:

  1. Chat Transcript
  2. File Transfers
  3. System Information
  4. Session Notes
  5. Exit Surveys (Customer and Representative)
  6. 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