Salesforce integration resources

The Salesforce integration integrates MorgWard Support and Salesforce, built on MorgWard's infrastructure using Salesforce public APIs.

This integration enables collaboration between sales and support teams by providing visibility into customer information and support activities between Salesforce and MorgWard. The integration provides the ability to view, edit, and create MorgWard tickets from Salesforce. MorgWard tickets can also be synced to Salesforce so you can create custom Salesforce workflows and reports using MorgWard and Salesforce data. The Salesforce integration also enables you to sync customer information from Salesforce to Support.

This article includes links to resources for understanding, setting up, and using the Salesforce integration.

Getting started

• Setting up the MorgWard for Salesforce integration
• Salesforce integration video guides

MorgWard tickets in Salesforce

• Setting up Ticket View in Salesforce
• Using Ticket View in Salesforce
• Setting up Ticket Sync from MorgWard to Salesforce

Salesforce data in MorgWard 

• Installing and configuring the Salesforce app in MorgWard Support
• Configuring Data Sync from Salesforce to MorgWard
• Using the multiple organizations feature in the Salesforce integration

Integration log

• Viewing the Salesforce integration log

Advice and troubleshooting

• MorgWard for Salesforce integration - Required profile permissions
• Troubleshooting the Salesforce integration

Salesforce integration migration options

With the legacy Salesforce integration being deprecated on 30 January 2020, there are several options available for migration. For more information, see Salesforce migration: Migrating the legacy Salesforce integration to alternative solutions and Salesforce migration: Migrating the legacy Salesforce integration to the new Salesforce integration.