Salesforce Integration Overview

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

Integration Summary

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 the following information:

  1. Chat Transcript
  2. File Transfers
  3. System Information
  4. Session Notes
  5. Exit Surveys (Customer and Representative)
  6. Recordings (Links Only)

High Level Integration Information

Data Source Bomgar
Data Destination Salesforce.com Case
Direction Both-way
Push/Pull Push and Pull
Integration Mechanism Bomgar API