Let’s say we need a contact record page that has the details of the contact, their activity, and the list of all the support tickets (fetched from Freshdesk).

Click on Save in the upper right corner to finish the setup.

The name of the component is FreshdeskV2. The components are usually located at the bottom of the list in the Custom tab.

You need to drag-drop the component from the list on the left to the desired location on the page.

You must also select the record template from the list of templates already available.

Then, you will have to give it a Label name and select an Object.

Select Lightning Record Pages ->New -> Record Page-> Next.

To do this, go to the Quick find box under the Setup, and search for Object manager To display the Lightning component on the page of a Contact or other object, you need to add the necessary object to the page in the Lightning App Builder.

If not, register the domain name and click Deploy to Users If registered, it will be displayed in the My Domain Settings tab. Check if your organization has a domain name registered in Salesforce. Click on Save.Īctivation of the Lightning version of the app It can be found in the Profile Settings of your Freshdesk account.

In the field fd_api_key, you need to enter the API Key. In the field fd_url, you need to enter the URL address of your Freshdesk account.Fill in the following fields: f d_url and fd_api_key Under Platform Tools section on the left bar, go to Custom Code → Custom SettingsĬlick on RemoteAuth label. The Remote Site URL should have the URL of your Freshdesk account. In the form that appears, fill in the Remote Site Name and Remote Site URL fields. Once in, go to Security → Remote Site Settings, and click on New Remote Site In the Salesforce organization, click on from the top right corner To enable the Salesforce organization to integrate with Freshdesk, please follow the instructions below: They use a common connection with Freshdesk. The package (version 1.35) contains two versions of the program: one for Classic and the other for Lightning. You can install or update the salesforce lightning version by following the steps mentioned in this link.

Modified on: Wed, 26 Feb, 2020 at 4:13 PM Solution home Integrations in Freshdesk Integrating Freshdesk and Salesforce Salesforce Plus - Lightning App

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