Salesforce Desk.com Integration

In today's article we would like to introduce you to our software integration partner Desk.com.


WHAT IS DESK.COM?

Desk.com is a help desk solution for small businesses in the famous Salesforce ecosystem.




Faster customer service, higher customer satisfaction. With Desk.com, the complete customer service solution, small businesses can provide fast and efficient customer service.

This means your company can grow faster. Customers don't like waiting for answers. Desk.com is ready to use straight away. So you're up and running quickly and can take care of your service orders immediately to help your customers faster than ever before.

Complete case management

With Desk.com you have all the tools you need to organize and manage your cases and close them faster. This way you increase customer satisfaction and customer loyalty.

Increased productivity

Customers these days expect not to have to wait for your help. Desk.com gives you the ability to automate routine tasks. This allows your customer service agents to focus on more complex tasks.



Our Callexa Feedback Plugin for Desk.com

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 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.

We offer a permanently free account with up to 50 surveys per month.


If you haven't already, register your free Callexa account now.


With the Callexa Feedback Plugin you can have your customers automatically surveyed immediately after successful support.

To survey your desk contacts, follow these steps:

  1. Create a survey at Callexa and go to the “Recipients” area.
  2. There, click on the “Salesforce Desk” field on the left side.
  3. Enter your helpdesk domain, e.g. “mycompany.desk.com”.
  4. You will now need 4 codes which you will need to create in your Desk.com “Administrator” area.
  5. Click on the gear icon in the top bar to go to the settings.
  6. Open the menu item “API > My Applications”.
  7. Add a new entry with the name "Callexa" and the website URL "http://feedback.callexa.com", the other two fields can be left blank.
  8. You now have a new entry with a combination of 2 codes, the App Key and the App Secret.
  9. You can obtain the access token and token secret by clicking on the “Your Access Token” link.


  10. You now enter these 4 codes in your Callexa survey.
  11. Determine how many days after ticket closure a survey should take place at the earliest and at the latest.
  12. Select the ticket states that should trigger a survey.
  13. Enable automation if desired and save the settings.
  14. Alternatively, you can perform a manual import at any time.


Follow our integration guide and set up the automation for Desk.com in 6 easy steps:

https://feedback.callexa.com/kb/integrations/using-the-salesforce-deskcom-integration



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