Customer data
Identity from Salesforce, service state back.
Accounts, contacts and opportunities read from Salesforce; open cases and service health written back to the account record.
What connects
A read connection to accounts, contacts and opportunities, with service health written to fields you designate.
What crosses the boundary
- Received: accounts, contacts, owners and opportunity state.
- Received: contract and renewal dates where present.
- Sent: open case count and service health to designated fields.
- Never received: anything beyond the objects you authorise.
What this lets you do
- Match inbound conversations to Salesforce accounts.
- Show support health beside the commercial relationship.
- Escalate to the Salesforce account owner directly.
- Weight priority by account value from the source of record.
Setting it up
- 1Connect with an integration user with read access to the required objects.
- 2Map account, contact and renewal fields.
- 3Designate the fields for service health.
- 4Validate matching on a subset first.
Permissions
Read on the objects you authorise; write only to the fields you designate for service state. Resolivo does not request broad write access to your Salesforce org.
What you can ask once this is connected
- “Which accounts have open cases and a renewal this quarter?”
- “Who is the account executive here?”
- “Show me support activity for this account.”
Where it stops
Not a Salesforce Service Cloud replacement and not a sync. Resolivo reads identity and writes service state; case management stays here and commercial data stays there.
Customer data
Others in this category.
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