The Freshdesk for Salesforce app is publicly available in the Salesforce AppExchange and can be used with Enterprise edition and above. Please note that only Salesforce Admins can install the Freshdesk-Salesforce package.
Installation from AppExchange
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Log in to Salesforce AppExchange with your Salesforce credentials.
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Search for Freshdesk and once you locate it, click on the Get it now button. If you are not able to find the app, you can install the app using this link - **Freshdesk for Salesforce**
- Click on the Install in Production button on the next screen.
- Confirm the installation after agreeing to the terms and conditions.
- You will be asked to log in to your Salesforce account.
- Depending on your use case, you can choose to install Freshdesk for everyone or just for the Admins. You can also choose the specific profiles to whom Freshdesk tickets should be shown.
Post installation steps
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Once the installation is complete, you will be taken to the Installed Packages page.
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On the sidebar on the left, go to Security Controls > Remote Site Settings
- Create a new remote site and fill in information about your Freshdesk account like its URL and name and save it. The Remote Site Name must only have letters, numbers and/or underscores. Also, the Remote Site URL must start with "http://" or "https://
- Now, click on App Launcher (Icon with nine dots) on the navigation bar and search for Freshdesk.
- Enter your Freshdesk URL and your API key to configure your account. The URL should be in this format - https://yourdomain.freshdesk.com
- To get your API key, in Freshdesk, click on your profile picture in the top right corner, then on the Profile Settings option. The API key can be seen on the right below the change password option.
Placement of Component
We are using the latest LWC component. We need to use the lightning app builder to place any of these components on the record page at any given space on the Contact and Account page
- ticketList - This component is available to use on the Contact record page.
- viewAllAccountTickets - This component needs to be placed on the Account record page.