Frequently Asked Questions (FAQ) | KaseSync Case Connector

Frequently Asked Questions

What Salesforce Service Cloud editions is the connector compatible with?

There is no version limitation in KaseSync. It is compatible with all Salesforce editions including Lightning and Classic versions.

Can we restrict connector access and features for certain users?

Yes, the admin can define role-based permissions with the KaseSync case connector.

What online community platforms are compatible with KaseSync?

Currently, KaseSync can connect Khoros, Higher Logic, and Vanilla-powered online communities with CRMs such as Salesforce Service Cloud, Netsuite CRM, etc. It will be made compatible with more platforms as it advances. You can send us your unique use-cases and we’ll make it work for you.

KaseSync is integrated on the community platform end or CRM platform end?

Due to its bi-directional data sync nature, KaseSync can be integrated on both platforms. We recommend you to make your online community the front face of the integration.

Are the provided features standard or custom?

KaseSync is packed with a bunch of features and further customizations can be implemented based on the client’s requirements.

Can I configure this connector on my online community by myself?

We will configure the initial setup and then hand over the updated screens to the admin for further settings.

How long is the configuration process?

Default configuration will only take 5-7 days.

Is post-sale support available with this product?

Yes, you can reach out to info@kasesync.com anytime for support queries.

Are there going to be frequent updates for the KaseSync product?

Yes, you will be notified regarding KaseSync’s latest updates and enhancements.

Can I sync updates back from the community to the CRM platform?

Yes, the bi-directional flow of information enables you to synchronize the information from your online community to CRM, and vice-versa.

Do I need to navigate to the CRM platform to escalate a case?

No, you can create a case in the community and KaseSync will automatically proceed with case escalation on the CRM platform.

Do I need a Salesforce license to create a case?

Since you can directly escalate cases from the community, you don’t require any license.

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