BrandBastion

How to Connect Your Salesforce Account to BrandBastion

This guide shows how to create Salesforce Cases from BrandBastion, either automatically via Workflows or manually from any conversation.

Create Salesforce Cases with BrandBastion via Workflows or Manually

BrandBastion lets you connect a social media profile to a Salesforce Contact so your team can recognize returning customers, track history, and keep context consistent across platforms.

Linking Salesforce Contacts to Social Media Profiles

This guide shows how to view and manage Salesforce Case data directly inside BrandBastion, so your team can triage and update cases without leaving the Reply flow.

Managing Salesforce Case Data in BrandBastion

This FAQ helps teams troubleshoot the BrandBastion + Salesforce integration and avoid the most common setup and permissions pitfalls.

Salesforce Integration FAQs

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