Salesforce integration

Released on 03 May 2023

Thrilled to share that now your Bettermode community can be integrated with Salesforce! This will give a 360-degree view of community members right within Salesforce, paving the way for better customer support and engagement campaigns.

Key features

Here are the key features of Salesforce integration to help you streamline your community engagement:

Sync member properties and activity Data
Stay informed with up-to-date member information and activities synced directly with Salesforce.

Create cases
Community admins and moderators can create Salesforce support cases directly from community posts.

Federated search
Give your customers seamless access to your Salesforce Knowledge base from the community search. Community members can quickly find the information they need to resolve their issues.

Top use cases

Check out the most popular use cases of Salesforce integration:

  1. Better cross-team collaboration
    With a 360-degree view of community members, sales representatives can now identify hot leads and collaborate with marketing teams to create tailored campaigns. Meanwhile, support teams can gain insight into customer interactions, allowing them to offer personalized assistance and proactively address potential issues.

  2. Efficient self-service
    The integration's federated search functionality will significantly reduce the time customers spend searching for solutions. By enabling easy access to the Salesforce Knowledge base within the community, customers can quickly find relevant information to resolve their issues, ultimately increasing satisfaction.

  3. Streamlined issue escalation
    Community admins and moderators can create Salesforce cases directly from community posts, ensuring that customer concerns are addressed in a timely manner.

  4. Data-driven customer marketing
    A comprehensive view of community member activities enables marketing teams to develop targeted campaigns based on customer interests and behavior.

Level up your community engagement and offer a better customer experience with Salesforce integration. As always, let us know what you think!

📖 Learn more from the knowledge base.

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