Adding a TeamSupport Button to SalesForce.com

TeamSupport.com makes it very easy to integrate with virtually any CRM system that supports creating a custom button or link.

All  you have to do is create a button that points towards:

https://app.TeamSupport.com?CompanyName=xxx

where "xxx" is the name of the company.

Let's take a look at how this is done in SalesForce.com (note that TeamSupport offers a more extensive integration with SalesForce which you can find out about here):

1) Log in as an administrator account and select "Setup" at the top of the screen.

2) On the left side of the screen, select App Setup -> Customize -> Accounts -> Buttons and Links

3) About midway down the page select the "New" button on the "Custom Buttons and Links" page.

4) Create a button that looks like the picture below.  Note that we are using a SalesForce custom field of {!AccountName} as a variable that will be passed to TeamSupport.  It is important to understand that we are matching the company name between the two systems, so the name has to be identical in SalesForce and TeamSupport.

5) Go to the Page Layout (App Setup -> Customize -> Accounts -> Page Layout) and decide where you want to add the button to the page.  We have found that adding it to the Detail Page Buttons section is the most useful.

6) When completed, your SalesForce implementation will look something like this:

7) And when you press the button, you will be redirected to your customer's page like this:

Have any questions?  Just give us a call and we'll be glad to help!