The Salesforce Service Cloud integration allows you to send data collected from Experiences by Jebbit directly into Salesforce Service Cloud. With this integration, you can create and update contacts and their fields in your Salesforce Service Cloud.
Before you begin
Confirm you have access to a Salesforce Service Cloud account with API permissions.
Loop in appropriate stakeholders to gather necessary credentials and input on configuration.
Identify the data you want to send from your Jebbit experience.
Create a salesforce service cloud integration
Follow these steps to securely provide Jebbit with access for the integration.
Create a connected app in salesforce
Access and manage your data (api).
Perform requests on your behalf at any time (refresh_token, offline_access).
Tip: Refer to the Salesforce Documentation for creating a connected app.
Note: All integration credentials are now managed directly within the platform. From the Integrations module, you can name your integration, enter the required credentials, and configure your field mappings — no file submission required.
Next steps
The integrations team will confirm when the setup is complete and will be in contact regarding timelines and testing.
FAQ
Is it secure to send this data?
Yes. Jebbit requires the use of dropbox file request for secure data submission.
Who should I contact if I have trouble?
Your Experiences by Jebbit customer success representative is available to support any questions during setup.