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 Case
Direction Both-way
Push/Pull Push and Pull
Integration Mechanism BeyondTrust API