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MindTouch Success Center

MindTouch for Salesforce

MindTouch for Salesforce, which replaces the GeniusLink integration, gives agents access to knowledge content within the environment they already use to work cases.

This integration adds onto standard Salesforce web-to-case functionality. To implement MindTouch for Salesforce, contact your Customer Success Manager.

Agent experience

  • Access MindTouch content from within Salesforce. Only see content based on MindTouch permissions, which can automatically limit to product areas or other filters.
  • Share MindTouch content with a customer. Copy and paste relevant info from MindTouch content or use email templates that auto-populate with link to solution content.
  • Link MindTouch content to case history. Generate reports about what content resolves customer issues.

 

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