This article covers setting up and using the Salesforce integration with Bleeper.

1. Create Salesforce account

2. Log into your Bleeper dashboard and navigate to Integrations > Salesforce

3. Click on the Connect Salesforce button

4. A popup will be shown requesting access. Click on the Allow button and once finished loading, the window will be closed and it will be connected

5. Once connected, click on the Sync Contacts button to sync your contacts

6. A dialog will be shown allowing you to remove contacts you don’t want to sync. Click on the Sync Contacts button once you are ready to sync your contacts.

7. When viewing tickets, you will see the contact information from Salesforce in the info panel, Bleeper contacts will be automatically added to Salesforce and information will be shown from Salesforce. You will also see all the contact notes, tasks and attachments and other information.