Add A TeamSupport Button To Salesforce

In addition to the sync settings that can be found here, TeamSupport also offers an additional way to integrate with Salesforce by adding a button which opens up the Salesforce Account’s information in TeamSupport.

All you have to do is create a button that points towards https://app.[ServerName] where “xxx” is the name of the company.

Let’s take a look at how this is done in Salesforce:

  1. Log in as an administrator account and select “Setup” at the top of the screen.
  2. On the left side of the screen, select App Setup -> Customize -> Accounts -> Buttons and Links

  3. About midway down the page select the “New” button on the “Custom Buttons and Links” page.
  4. Create a button that looks like the picture below. Note that we are using a Salesforce custom field of {!Account.Name} as a variable that will be passed to TeamSupport. It is important to understand that we are matching the company name between the two systems, so the name has to be identical in Salesforce and TeamSupport.

    You can copy/paste this string into your Salesforce account as seen below: https://app.[ServerName]{!Account.Name}

  5. Go to the Page Layout (App Setup -> Customize -> Accounts -> Page Layout) and decide where you want to add the button to the page. We have found that adding it to the Detail Page Buttons section is the most useful.
  6. When completed, your Salesforce implementation will look similar to below:

  7. And when you press the button, you will be redirected to the customer’s page, like the example below:

Need more help with this?
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