Desk Sync User Installation Guide

“ SFDC Desk Sync “
Installation and Configuration Guide
Version 1.0.1
First Release
w w w . c l o u d a n a l o g y . c o m

Contents
Contents…………………………………………………...……………………………………... 1
1. Introduction……………………………………………...………………………....……. 2
2. Requirements…………………………………………………………………….…..…. 2
3. Installing “SFDC Desk Sync” for Salesforce……………………. …………………..…. 2
4. Post Installation Steps………………………………………………………………....... 6
5. Setting Up User Configuration for desk.com……………….……………………....…. 9
6. Find your Token, TokenSecret, ConsumerKey and ConsumerSecret………….............. 11
7. Setting Login Credentials for the Desk.com User…………………………………….. 12
8. Adding Customers and Cases and Synchronizing them…………………….................. 12
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1. Introduction
Welcome to “SFDC Desk Sync” for Salesforce. This document will guide you through the quick and easy
installation process to help get your team use Application’s amazing features. SFDC Desk Sync provides the
functionality as the name suggests to connect your Salesforce organization to your desk.com environment.
Now you can manage your Customers and Cases easily.
2. Requirements
a. You should have a salesforce org and a desk.com org for this Application.
(You can register on desk.com via this link “http://www.desk.com” and for salesforce via this link
“https://developer.salesforce.com”)
b. Works for latest Browsers version of Chrome, Firefox, Internet Explorer and Safari.
c. Does not work in Safari 5 Windows.

3.Installation
Installing “SFDC Desk Sync” for Salesforce.
Note: Please make sure you have enabled Salesforce Lightning Experience before installing our package.
a. To access our App click the following link below or copy and paste it in your browser’s URL bar and
Hit enter.
https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000DzcQ5EAJ
b. Select “Get it Now” Button.
c. Login with your Salesforce Credentials in which you want to install this Application.

d. After Login into appexchange, you are then again directed back to our Desk Sync appexchange listing
page.If not,please click the above link again.
e. You are then presented with below mention choices
f. Review the contents and select appropriate. You are presented with this message from salesforce, see
below. Don’t worry, just click the checkbox & click “ Confirm & Install” to continue. Yup! you are almost
here..

g. It may again ask you to select user name. Select your user name in which you want to install our
package. It will then directly lead you to the Installation page.

Choose for appropriate user & continue.
h. You can also choose to review some additional details such as “View Components” & “API Access”.
Click “Install”. This may take a moment to complete. Once this has finished, you should see the
message:
I. Click “Done” to continue. You are directed to the below Deployed Package Page.

4.Post Installation
Before start using SFDC Desk Sync Feature on your Salesforce Platform, you need to configure for the
objects you want to use.
STEP: 1 Select “SFDC Desk Sync” App from the drop down menu in the upper right corner. Then
Navigate to All Tab by clicking on ‘+’

STEP: 2 Search for “Desk.com sync” Tab as shown below:
After this step you have to click on “Customise My Tabs”

Add “Desk.com Sync” Tab to the right hand side list on the following page:
Click Save.

After clicking save button you will see that the tab “Desk.com sync is added to the Tab bar.
STEP: 3 You need to “Create Remote Site Setting”
For creating Remote Site setting follow these steps:
● Click on your name.
● Go to Setup.
● Enter Remote Site settings in the search bar.
● Click on Remote Site Settings.

● Click “New Remote Site” Button
Fill the following details as Shown You should specify “name” as your deskUserName and in the Remote Site
URL put “https://YourDeskUserName.desk.com” Like we specified analogforce as the UserName in our
URL.
● Click Save.

5. Setting Up User Configuration for Desk.com
Step:1 To Find your Token,TokenSecret,ConsumerKey and ConsumerSecret From your desk.com Account in
following manner:
● Login to your Desk.com account
● Select Admin in the drop down list in upper left corner
● After selecting admin, click on settings in upper right corner part.

● Select API>My Applications

● Then Click on Add API Application and fill the details and click Add Button

● After you click add button, you will see the following page
● You will see Key (ConsumerKey for login credentials) and Secret (ConsumerSecret login credentials)
● Click on “Your Access Token” Link which is shown in the right side, then you will see following page

● Note down your Token (Token value for login credentials) and Token Secret (Token Secret for
login credentials)

Step:2 You have to set the Login Credentials for the User as shown below:
● UserName: YourRemoteSiteUrl/home
● Password: Your Desk.com password
● Token
● TokenSecret
● ConsumerKey
● ConsumerSecret
● SubDomain: Your UserName
● EndPoint: YourRemoteSiteUrl
● After filling all the details in Login Credentials Click Save
Note: Token, TokenSecret, ConsumerKey and ConsumerSecret can be acknowledged from your Desk.com
account. Refer to Step:1

Step 3: Adding Customers and Cases and Synchronizing them
● Click on Desk.Com Customers

● Click New button and fill the details for the customer and then click Save button

● After you insert the customer record, Click on the Desk.com Sync

Note: You notice only “Sync Customer” button is available for Use but not the “Sync case” button because you
have not inserted any case yet but the customer.
● Click on “Sync Customer” button to automatically synchronize your customer with the Desk.com i.e, the
customer record you inserted in your saleforce.com Org will automatically go to your Desk.com customer
record after just clicking on “Sync Customer” Button
● After clicking “Sync Customer” once, the customer record will be synchronized with Desk.com and then
“Sync Customer” button will not be available until you create a new customer in your salesforce.com Org
● For inserting and synchronizing cases Click on “Desk.Com cases” Tab and insert the case’s details and
then click on Desk.com sync tab and then click on “Sync case” button to synchronize cases as we did
with “Sync Customer” button to scynchronize Customers
Note: “Sync case” button will also not be available for use after clicking it once until we create a new case.

Finally, You can see your Customers and cases in Your Desk.com org by clicking on “Classic Agent” or
“Next Gen Agent”.

Thanks For Reading!!!
Cloud Analogy Softech (P). Ltd
Web: www.cloudanalogy.com
Email: apps@cloudanalogy.com
Skype: cloud.analogy
Ph: +1 (415) 830-3899

Desk Sync User Installation Guide

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