Deskpro Salesforce Integration using AI Agents
Appy Pie Automate allows you to Integrate Deskpro with Salesforce using AI Agents
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Simplify Deskpro Salesforce Integration with seamless setup
Easily set up Deskpro Salesforce Integration without coding. Start automating your workflows and Integrate Deskpro with Salesforce today.
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New Organization
Triggers when a new organization is created.
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New Person
Triggers when a new person is created.
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New Ticket
Triggers when a new ticket is created.
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New Ticket Reply
Triggers when a ticket is answered.
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New Account
Triggers the moment a new account is created.
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New Attachment
Triggers when a new attachment is created.
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New Case
Triggers whenever a new case is created in your account.
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New Contact
Triggers upon the creation of a new contact.
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New Event
Triggers upon the creation of a new event.
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New Lead
Triggers the moment there is a new lead in your account.
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New Opportunity
Triggers upon the creation of a new opportunity.
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New Product
Triggers upon the creation of a new product.
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New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
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New Task
Triggers whenever a new task is created in your account.
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Opportunity Stage Change
Triggers whenever the stage of an opportunity is changed.
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Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
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Add Message to Ticket
Add a new note to an existing ticket.
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Create Organization
Create a new organization.
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Create Person
Creates a new person.
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Create Ticket
Creates a new ticket.
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Update Ticket
Update an existing ticket.
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Create Attachment
Create a new attachment (max 25 mb)
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Create Contact
Create a new contact.
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Create Custom Object
Create a new custom object as per your choice.
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Create Event
Create a new event.
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Create Lead
Create a new lead.
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Create Opportunity
Create a new opportunity.
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Create Record
Creates a record.
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Update Contact
Update an existing contact.
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Update Record
Updates a existing record.
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New Organization
Triggers when a new organization is created.
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New Person
Triggers when a new person is created.
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New Ticket
Triggers when a new ticket is created.
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New Ticket Reply
Triggers when a ticket is answered.
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New Account
Triggers the moment a new account is created.
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New Attachment
Triggers when a new attachment is created.
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New Case
Triggers whenever a new case is created in your account.
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New Contact
Triggers upon the creation of a new contact.
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New Event
Triggers upon the creation of a new event.
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New Lead
Triggers the moment there is a new lead in your account.
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New Opportunity
Triggers upon the creation of a new opportunity.
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New Product
Triggers upon the creation of a new product.
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New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
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New Task
Triggers whenever a new task is created in your account.
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Opportunity Stage Change
Triggers whenever the stage of an opportunity is changed.
-
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
-
Add Message to Ticket
Add a new note to an existing ticket.
-
Create Organization
Create a new organization.
-
Create Person
Creates a new person.
-
Create Ticket
Creates a new ticket.
-
Update Ticket
Update an existing ticket.
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Create Attachment
Create a new attachment (max 25 mb)
-
Create Contact
Create a new contact.
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Create Custom Object
Create a new custom object as per your choice.
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Create Event
Create a new event.
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Create Lead
Create a new lead.
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Create Opportunity
Create a new opportunity.
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Create Record
Creates a record.
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Update Contact
Update an existing contact.
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Update Record
Updates a existing record.
How Deskpro and Salesforce Integrations Work
Follow the steps below to start setting up your Deskpro integrations using Appy Pie Automate: using Appy Pie Automate:
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![Steps]()
Step 1: Select Trigger
Choose Deskpro as the trigger app, select event, authenticate & successfully Test
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![Steps]()
Step 2: Select Action
After completing the trigger test, select Salesforce as the action app from the list.
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![Steps]()
Step 3: Authenticate
Connect your Salesforce account & authenticate it.
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![Steps]()
Step 4: Setup & Test
Select the data you want to send from Deskpro to Salesforce & your AI Agent is ready!
Popular Templates for Deskpro and Salesforce Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
Create Lead to Salesforce from New Ticket in Deskpro
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When this happens:
New Ticket
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Then do this:
Create Lead
Create Custom Object to Salesforce from New Ticket in Deskpro
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When this happens:
New Ticket
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Then do this:
Create Custom Object
Update Record in Salesforce when New Person is created in Deskpro
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When this happens:
New Person
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Then do this:
Update Record
Create Lead to Salesforce from New Person in Deskpro
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When this happens:
New Person
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Then do this:
Create Lead
Update Custom Object in Salesforce when New Person is created in Deskpro
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When this happens:
New Person
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Then do this:
Update Custom Object
Create Opportunity to Salesforce from New Person in Deskpro
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When this happens:
New Person
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Then do this:
Create Opportunity
Update Custom Object in Salesforce when New Ticket is created in Deskpro
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When this happens:
New Ticket
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Then do this:
Update Custom Object
Create Event to Salesforce from New Ticket in Deskpro
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When this happens:
New Ticket
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Then do this:
Create Event
Create Record to Salesforce from New Ticket in Deskpro
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When this happens:
New Ticket
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Then do this:
Create Record
Create Custom Object to Salesforce from New Person in Deskpro
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When this happens:
New Person
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Then do this:
Create Custom Object
Update Contact in Salesforce when New Person is created in Deskpro
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When this happens:
New Person
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Then do this:
Update Contact
Create Event to Salesforce from New Person in Deskpro
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When this happens:
New Person
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Then do this:
Create Event
Create Contact to Salesforce from New Ticket in Deskpro
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When this happens:
New Ticket
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Then do this:
Create Contact
Update Contact in Salesforce when New Ticket is created in Deskpro
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When this happens:
New Ticket
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Then do this:
Update Contact
Create Opportunity to Salesforce from New Ticket in Deskpro
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When this happens:
New Ticket
-
Then do this:
Create Opportunity
Update Record in Salesforce when New Ticket is created in Deskpro
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When this happens:
New Ticket
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Then do this:
Update Record
Create Contact to Salesforce from New Person in Deskpro
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When this happens:
New Person
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Then do this:
Create Contact
Create Record to Salesforce from New Person in Deskpro
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When this happens:
New Person
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Then do this:
Create Record
Create Custom Object to Salesforce from New Ticket Reply in Deskpro
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When this happens:
New Ticket Reply
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Then do this:
Create Custom Object
Create Contact to Salesforce from New Ticket Reply in Deskpro
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When this happens:
New Ticket Reply
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Then do this:
Create Contact
Create Event to Salesforce from New Ticket Reply in Deskpro
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When this happens:
New Ticket Reply
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Then do this:
Create Event
Create Custom Object to Salesforce from New Organization in Deskpro
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When this happens:
New Organization
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Then do this:
Create Custom Object
Update Contact in Salesforce when New Organization is created in Deskpro
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When this happens:
New Organization
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Then do this:
Update Contact
Create Lead to Salesforce from New Ticket Reply in Deskpro
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When this happens:
New Ticket Reply
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Then do this:
Create Lead
Update Contact in Salesforce when New Ticket Reply is created in Deskpro
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When this happens:
New Ticket Reply
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Then do this:
Update Contact
Create Contact to Salesforce from New Organization in Deskpro
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When this happens:
New Organization
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Then do this:
Create Contact
Create Event to Salesforce from New Organization in Deskpro
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When this happens:
New Organization
-
Then do this:
Create Event
Update Record in Salesforce when New Organization is created in Deskpro
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When this happens:
New Organization
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Then do this:
Update Record
Update Custom Object in Salesforce when New Ticket Reply is created in Deskpro
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When this happens:
New Ticket Reply
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Then do this:
Update Custom Object
Create Opportunity to Salesforce from New Ticket Reply in Deskpro
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When this happens:
New Ticket Reply
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Then do this:
Create Opportunity
Create Lead to Salesforce from New Organization in Deskpro
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When this happens:
New Organization
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Then do this:
Create Lead
Create Record to Salesforce from New Organization in Deskpro
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When this happens:
New Organization
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Then do this:
Create Record
Create Record to Salesforce from New Ticket Reply in Deskpro
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When this happens:
New Ticket Reply
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Then do this:
Create Record
Update Record in Salesforce when New Ticket Reply is created in Deskpro
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When this happens:
New Ticket Reply
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Then do this:
Update Record
Update Custom Object in Salesforce when New Organization is created in Deskpro
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When this happens:
New Organization
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Then do this:
Update Custom Object
Create Opportunity to Salesforce from New Organization in Deskpro
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When this happens:
New Organization
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Then do this:
Create Opportunity
Create Attachment to Salesforce from New Organization in Deskpro
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When this happens:
New Organization
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Then do this:
Create Attachment
Create Attachment to Salesforce from New Person in Deskpro
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When this happens:
New Person
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Then do this:
Create Attachment
Create Attachment to Salesforce from New Ticket in Deskpro
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When this happens:
New Ticket
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Then do this:
Create Attachment
Create Attachment to Salesforce from New Ticket Reply in Deskpro
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When this happens:
New Ticket Reply
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Then do this:
Create Attachment
Streamline Your Workflow with Appy Pie Automation
Salesforce Alternatives
Looking for the Salesforce Alternatives? Here is the list of top Salesforce Alternatives
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![Zoho CRM Integration]()
Zoho CRM
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![Pipedrive Integration]()
Pipedrive
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![HubSpot CRM Integration]()
HubSpot CRM
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![Zendesk Integration]()
Zendesk
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![Alore CRM Integration]()
Alore CRM
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![amo CRM Integration]()
amo CRM
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![Dubsado Integration]()
Dubsado
-
![Flexie CRM Integration]()
Flexie CRM
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![OnePageCRM Integration]()
OnePageCRM
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![Teamgate Integration]()
Teamgate
-
![ClickUp Integration]()
ClickUp
-
![Keap Integration]()
Keap
Frequently Asked Questions
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Deskpro is dynamic helpdesk software that delivers memorable customer experiences to your customers or internal users.
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Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.
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Step by Step Deskpro + Salesforce Integration Video Guide
The integration between Deskpro and Salesforce is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
- Connection Establishment: The first step is establishing a secure connection between Deskpro and Salesforce. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
- Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
- Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
- Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
- Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
- Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
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While assessing the security of integrating Deskpro with Salesforce, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Deskpro-Salesforce integration:
- Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
- Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
- Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
- Data Storage Security: This ensures that the databases or storage systems used by Deskpro and Salesforce integration have adequate security measures.
- User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
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