How to integrate HappyFox BI with Salesforce account?
Integrating your HappyFox BI account to Salesforce account: Integrating your Happyfox BI account to the Salesforce account will establish the connection for HappyFox BI to pull data from your Salesforce account. You can then build meaningful and interactive dashboards on top of your Salesforce data within HappyFox…
Triggering a HappyFox workflow from your Salesforce account
HappyFox Workflows on integrating with Salesforce allows you to automate steps within the Salesforce account. You can trigger a workflow from your Salesforce account as well to automate steps on HappyFox helpdesk. Steps to create a Workflow trigger in Salesforce account: 1. Integrate your HappyFox Workflows an…
