This article will guide you through connecting your Salesforce Service Cloud to Remarkable. If you've already added the channel in Remarkable and just need your Client Id and Client Secret, skip to step 8.
Before getting started, the Salesforce user performing the setup will need the "Setup Chatdesk" permission set. For more information on how to assign roles and permissions in Salesforce, click here.
Open your Salesforce Service Cloud.
Search the App Launcher for "Chatdesk Setup"
Open your Remarkable dashboard.
Click the user icon in the top right corner, and select "Channels"
Click "Connect new channel"
Find "Salesforce Service Cloud" and click "Connect"
Grant the requested permissions
Return to the Channels page in Remarkable
Expand the settings for "Salesforce Service Cloud" to expose the Client Id and Secret
Return to the Chatdesk Setup app in Salesforce
Paste the Client Id and Secret into the fields in Salesforce
Click Authorize
Follow the remaining configuration steps in Salesforce to finish setup:
Tell Remarkable the Case types you want your Experts to work
Tell Remarkable who the eligible case owners are
Provide the email address from which Remarkable's replies should be sent. If 24/7 Customer Support is not enabled in Remarkable, please provide your main customer support email address
Click Save
Your Salesforce Service Cloud is now linked with Remarkable!
All emails which meet your specified criteria will be assigned to your Remarkable Experts to resolve.
If you have any further questions regarding the setup process, please do not hesitate to reach out to us at [email protected]