All integrations
Support · Planned
Salesforce
Customer pain tied to the services and changes behind it, without reading a case.
Planned. Tell us you need it, and it moves up the list.
What Waltz reads
- Case times and priority
- Allowed fields
- Account tier
What it never reads
- Subjects, bodies, comments and attachments
- Customer names, emails and phone numbers
- Free-text custom fields and CSAT comments
What it adds to your Briefs
- Customer-facing risk: cases tied to services
- Exposure: customer impact
Connect
- 01Create a connected app for Waltz
- 02Give its integration user only the case fields Waltz reads
- 03Authorize it in Integrations
