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Salesforce

Set up Salesforce

5 min

See a contact’s Salesforce profile and open opportunities beside their tickets.

Step 1 / 5
Developer portal Create a new app Name flyhelpdesk Create API key
1

Create a Connected App

In Salesforce Setup create a Connected App with the OAuth client-credentials flow enabled, and note your My Domain URL.

Client secret sk_live_••••••••4Xq2 Copied
2

Copy the consumer key & secret

Copy the Connected App’s consumer key and consumer secret.

Connect integration Secret key Save
3

Paste them into flyhelpdesk

Open Integrations → Connections → Salesforce and enter the My Domain URL, consumer key and secret.

Test connection Connected
4

Test the connection

Click Test connection — flyhelpdesk exchanges the credentials for a token.

Ticket #4821 Customer $1,240 · 3 orders
5

See CRM context

The contact’s Salesforce record and open opportunities appear in the Customer panel.

Open the setup screen