We have just launched a new Salesforce Case Connector app that allows you to pull in your Cases from Salesforce Service Cloud to use in your Yext search experience. Salesforce Cases will then automatically sync with the Yext Platform on a regular cadence, empowering your agents to provide the best possible customer experience.
Install the app with the link above and follow the relevant instructions to:
- Link the correct Salesforce account with Yext
- Install the app and authorize the relevant permissions