The integration includes chat transcripts, system information, session notes, customer and representative surveys, session recordings, and more details about each Bomgar session. Session Updates - Bomgar session data is written back to Salesforce tickets. The Salesforce integration with Bomgar Remote Support provides the following functionality: Outbound Support Sessions - Technicians can launch Bomgar sessions from within Salesforce cases using the Generate Session Key button. This document describes the installation and configuration of the Bomgar Remote Support integration with Salesforce. Service desks and customer support organizations using can integrate with Bomgar to improve service levels, centralize support processes, and strengthen compliance. For more information, contact Bomgar sales.
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11 Assign Permission Sets 11 Create New Bomgar Site 12 Import Bomgar Session Event Types 13 Configure Bomgar Appliance 14 Test the Integration between Salesforce and Bomgar Remote Support 15 Test Session Key Generation 15 Test Bomgar Session Import 15 Test Session Key Generation (for Lightning UX only) 16 CONTACT BOMGAR (US) +44 (0) (UK/EMEA) BOMGAR.COM 2ģ Bomgar Remote Support Integration with Salesforce IMPORTANT! You must purchase this integration separately from both your Bomgar software and your Salesforce solution.
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TC:Ģ Table of Contents Bomgar Remote Support Integration with Salesforce 3 Prerequisites for the Bomgar Remote Support Integration with Salesforce 4 Base Integration Requirements 4 Firewall Test 4 Configure Bomgar Remote Support for Integration with Salesforce 5 Verify That the API Is Enabled 5 Create an API Service Account - Bomgar 16.1 and Earlier 5 Create an API Service Account - Bomgar 16.2 and Later 6 Add an Outbound Event URL 6 Configure Salesforce for Integration with Bomgar Remote Support 7 Install Bomgar Managed Package 7 Install Bomgar Unmanaged Package 8 Create New Remote Site 8 Set Up Integration Mapping 8 Customize Case Page Layout 9 Add Show Case ID Button 10 Add Quick Actions (for Lightning UX only) 10 Add Case Field to Bomgar Session Layout 10 Add Bomgar Username to User Layout. BOMGAR and the BOMGAR logo are trademarks of Bomgar Corporation other trademarks shown are the property of their respective owners.
1 Salesforce Integration with Bomgar Remote Support 2018 Bomgar Corporation.
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