Hi Everyone,
I am trying to find out if any CS software solutions allow you to take notes that are written in Salesforce and sync them to your CS Tool?
I know most CS solutions allow you to take notes in the CS platform, then sync those from the CS Tool to Salesforce. But what happens if my CS team lives in Salesforce and keep notes there?
Notes written in CS Tool---->Salesforce: Yes, have found examples that do this
Notes written in Salesforce---->CS Tool: Have not found any examples of this.
Thank you for your thoughts.