New year, new ways to use Salesforce and Drift.
This month’s updates from Drift give you new ways to leverage Salesforce Cases and the Salesforce Knowledge Base.
Read on to learn more👇
Salesforce Cases (Ticket) Creation and Integration
Drift now supports a seamless, self-service method of integrating Salesforce Cases into Drift.
The Drift Salesforce Cases integration allows for multiple workflows depending on what you are trying to accomplish.
Drift admins can easily add a Ticket Creation skill to their playbooks to create a Salesforce Case directly from Drift conversations.
Service reps can create Cases directly within Drift.
Users can automatically attach a full Drift conversation transcript to the corresponding Salesforce Case at the close of a conversation and see what Cases are related to a particular conversation.
Salesforce Knowledge Base Integration
Connecting your Knowledge Base to Drift lets you provide a seamless experience for customers by helping them quickly find answers to their most pressing questions.
And now there is a new way to do so, with the Drift Knowledge Base integration for Salesforce.
That’s it for January. Look for new updates every month throughout 2022.