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Salesforce Integration Version Guide

Use the guides below to set up and manage the Case Xchange Salesforce integration based on your managed package version. Select the documentation that matches your current installation to ensure the correct configuration steps and features are applied.

Managed Package Version 3.3 and Later

Salesforce Integration Documentation for instances with the Managed Package Version 3.3 and Later installed

Salesforce Integration Guide - Version 3.3

Managed Package Versions prior to 3.3 

Salesforce Integration Documentation for instances with the Managed Package Versions Prior to 3.3 installed (For organizations using legacy integration configurations.)

Salesforce Integration Guide - Versions Prior to 3.3