📕 Presentation
Discover on this content how to integrate Mayday with Salesforce.
The main objective of linking your Mayday account to your Salesforce account is to be able to access your knowledge base on each Salesforce ticket and create automation rules based on custom attributes.
→ See the article ☁️ Why integrate Mayday in Salesforce
Mayday and Salesforce use a secure oAuth connection to retrieve an access token to Salesforce, consume the API and retrieve custom attributes.
🚨 Prerequisites
To set up the integration, you need administrator rights on Mayday and Salesforce. Once the setup is done, the Mayday application is available to all users on Mayday.
It is necessary to install the Chrome extension before starting the Salesforce integration.
For this, see the article 🌍 Install Mayday Widget extension
Once the Chrome extension is installed, click the button below to move on to the next step :