Salesforce Desk.com Integration

Desk.com is a helpdesk solution for small business in the famous Salesforce ecosystem. We're happy to announce that it's now possible to connect Callexa Feedback to your Desk.com Helpdesk.

Let Callexa automatically survey your customers when a ticket has been closed or resolved. All replies to the survey will be synced back to the Desk.com customer entry. Set it up once and automatically get valuable feedback on your customer service quality.

 

How it's done:

  1. If you haven't already, register your free Callexa account now.
  2. Create a new survey and adjust text, colors and logo to your likings.
  3. Open the "Integrations" tab of that survey.
  4. Look for the "Salesforce Desk.com" card and click on "Activate".
  5. Enter your Helpdesk domain (e.g. yourcompany.desk.com) or your full VIP domain.
  6. Now head over to your Desk.com Admin Panel and navigate to Settings > API > My Applications.
    Create a new App, name it "Callexa" and use "http://feedback.callexa.com" for the URL field.
  7. Once that's done you will get a combination of 2 values (Key and Secret).
  8. Copy and Paste those values into the matching fields at Callexa.
  9. Click on continue and grant Callexa access to your case files.
  10. The automation is now enabled. Click on "Configure" to adjust the survey delay and other settings.

Helpdesk Integration Salesforce Desk.com