Contact lookup
Match ticket requesters to Salesforce contacts and show account context in the sidebar.
Salesforce helpdesk integration
Salesforce integration for support Enterprise CRM in the ticket sidebar
Pull Salesforce contact and account context into Helpefi so enterprise support teams resolve with full customer history.
Connected app setup
Configure consumer key, username, and security token from Settings → Integrations.
Enterprise-ready
Pair Salesforce CRM context with SSO on Enterprise for unified identity.
Frequently asked questions
- Does Helpefi replace Salesforce Service Cloud?
- Helpefi is your helpdesk. Many teams keep Salesforce as the CRM system of record and use Helpefi for support operations.
- What credentials are required?
- Salesforce connected app consumer key and secret, plus the integration user username and password or security token.
Connect Salesforce to your inbox
Start a trial and connect Salesforce from Settings → Integrations.
Start free trial