For the complete documentation index, see llms.txt. This page is also available as Markdown.
Salesforce Cloud dashboard entry settings
The Salesforce Cloud dashboard entry allows for a centralized and streamlined management of your Salesforce threads without leaving Remote Desktop Manager Windows. Dashboard users can search for specific cases, filter for those to which they are assigned, open cases, and create threads and new messages, and much more.
Every field of the Salesforce Cloud dashboard entry is described below.
SETTINGS
DESCRIPTION
Login URL
Set the Login URL for the Salesforce account, which changes depending on the environment, i.e., production or test.
Client ID
Enter your Salesforce Client ID. This information can be found in the API (Enable OAuth Settings) section in Salesforce.
Client Secret
Enter your Salesforce Client Secret. This information can be found in the API (Enable OAuth Settings) section in Salesforce.
