Request link - Installation

Add a Birdie link to Salesforce Service Cloud

Birdie works well alongside Salesforce, but because Salesforce is highly customizable, the best approach can vary significantly depending on your setup. We usually recommend scheduling a short 15min call so we can understand how your Salesforce instance is structured and guide you on the most effective way to connect Birdie to your workflows

Go to your helpdesk settings and enable Salesforce to get access to your Birdie Request Link for Salesforce.

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