Salesforce Connector App
Verified by FreshworksView Salesforce data inside Freshdesk and perform sync between Salesforce and Freshdesk
Published by Freshworks(about 3 months ago)
By clicking on "Install", you acknowledge and agree that your access and use of this application will be governed by the developer's terms of service and privacy policy. Freshworks may share your contact and usage information with the developer.
The Salesforce CRM app has two functions:
- Widget settings (Free): Set up a widget view with fields for Contact, Lead, Account, and Opportunity. When you are in the ticket details view, the app makes an API call using the requester’s e-mail address to fetch the matching customer fields and displays them in a widget.
- Data sync (Paid): Configure a sync recipe between Salesforce and Freshdesk, either mono-directional or bi-directional.
Learn more (copy and paste on your browser): https://support.freshdesk.com/en/support/solutions/articles/50000009747
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To install the Salesforce CRM App:
Create a Connected app in Salesforce.
Install the Salesforce CRM app in Freshdesk using the authorization details from your connected app.
For a step-by-step guide, use the link below (copy and paste in your browser):
https://support.freshdesk.com/en/support/solutions/articles/50000009747
Data Management and Storage
Does your app use AI or GenAI features?
No
Does your app use "Freshworks AI powered features or Freddy AI" and comply with Freshworks AI powered features and Freddy AI terms?
No
Does your app collect / process any End-User data?
Yes
What End-User data does your app collect/process?
All information stored in the Contact and Account objects is processed securely through Workato. The app does not store any data
What is the purpose of collecting/processing the data?
To sync data between Freshdesk and Salesforce for automation and reporting
Does your app store any End-User data?
No
Does your app share End-User Data with any third party entities?
Yes
Third Party 1
Name of the third party
Workato
Domain
workato.com
Countries where 3rd party entity stores data
Germany, United States
What is the purpose of sharing data?
Workato is the middleware used to do data sync between Freshdesk and Salesforce
No
Can the End-User data be exported?
No
Can End-User data be accessed through your app logs?
No
Is the End-User data encrypted at rest?
Yes
Elaborate the encryption methodology adopted
AE256
Is the End-User data encrypted in transit?
Yes
Elaborate the encryption methodology adopted
Data in Workato is encrypted at rest and in transit. At rest, data is encrypted using a top-level encryption key and a multi-level key hierarchy. Encryption keys are unique to each workspace, thereby limiting vulnerabilities and ensuring your data is separate from other workspaces.
Does your app adhere to the OWASP (Open Web Application Security Project) security standard?
NA
Does your app permanently delete the customer data as soon as the customer uninstalls the app?
Yes
Does your app allow customers to request a custom End-User Data retention period?
No
Log in to install this app
Enter your Freshdesk URL to proceed
https://
Proceed
Version History5.0 (September 2024)
Minor bug fixes.
4.0 (August 2024)
Bug fixes
3.0 (May 2024)
1. You can preview recipes to see the jobs even when the recipe is running
2. Minor bug fixes
2.0 (April 2024)
Bug fixes