Salesforce Case Integration Guide

IMPORTANT! You must purchase this integration separately from both your Bomgar software and your Salesforce solution. For more information, contact Bomgar sales.

The integration of Bomgar with Salesforce adds functionality that provides the means to initiate a support session from the Salesforce Case interface and at the end of the session to update the case with session information.

Prerequisites

Bomgar Appliance Settings

  1. Configure the SSL settings
  2. Configure the API settings and username

Salesforce

The Bomgar for Salesforce integration requires that the Org being installed have the following:

  • Chatter Enabled
  • Sites
  • Customer Portal Enabled

Note: If your Salesforce Org does not have Customer Portal, you must contact your Salesforce Account Executive to have this feature enabled.