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MindTouch Success Center

MindTouch for Salesforce elements

After MindTouch for Salesforce is implemented on your MindTouch site, customers can submit a case via an embedded contact form that auto-populates customer history and relevant MindTouch content in the Salesforce case.

To implement MindTouch for Salesforce, contact your Customer Success Manager.

Search tab

The Search tab auto-populates results based on the case subject.

  • Manually enter new searches in the search field
  • Use the Refine search drop-down field to filter results based on your MindTouch content hierarchy
  • Click an article title to auto-open the article in the View tab
  • Click Link to case to connect the article to MindTouch Related articles case history and copy the link to clipboard

MindTouch-for-Salesforce-Search-Tab.png

View Tab

The View tab displays MindTouch content without leaving the Salesforce interface.

  • Click Link to case to connect the article to MindTouch Related articles case history and copy the link to clipboard
  • Use navigation (previous and next arrows, home icon) to see other MindTouch content
  • Click the Open icon to open the article in a browser window

MindTouch-for-Salesforce-View-Tab.png

Insights Tab

The Insights tab displays customer history with self-service activity before they submitted the case.

  • Under User viewed, see content viewed with timestamp
  • Under User searched, see search querries entered
  • Details will continue to populate for ongoing customer activity

MindTouch-for-Salesforce-Insights-Tab.png

 

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