Happeo - Salesforce integration
Federated Search connector for Salesforce. Installing this allows you to search content in Salesforce from your Happeo Search bar.
Features:
- Displays Salesforce data and insights in Happeo’s search suggestions
- Adds a dedicated Salesforce search tab in Happeo’s search interface
- Allows you to use Salesforce-specific filters to refine your results
- Clicking on a search result opens the corresponding record directly in Salesforce in your browser
Note:
After installation, every individual user will have to authorize the app in order to see Salesforce results in search.
