Salesforce

Connect your Salesforce account and sync your Salesforce accounts, contacts, leads, or opportunities. Records stay in step in both directions: cases created from Salesforce, and Salesforce records updated as the case progresses, with no re-keying.

Setup

Connecting the two takes three steps, one in Salesforce and two in Dotfile.

1. Create a custom object Dotfile Case with the following fields
2. In Dotfile, go to Settings → Integrations, where you will find Salesforce.
3. Click Configure, then Connect, and sign in to your Salesforce account.

Create a Dotfile case directly from a Salesforce opportunity

1. Navigate to the relevant Opportunity within your Salesforce account.

2. Within the Opportunity page, find the designated Dotfile section.

3. Click on the option to add a new Dotfile Case.

4. Enter the case name and pick the matching contact from your Salesforce contacts.

5. Confirm. Dotfile creates the case through its API, populated with the data from the Salesforce opportunity.