WorkRamp
- 26 Sep 2024
- 1 Minute to read
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WorkRamp
- Updated on 26 Sep 2024
- 1 Minute to read
- Contributors
- Print
- DarkLight
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Connection
The connection with WorkRamp is established by entering the following:
Library name
String (optional)
Access Token
Email Address
Additional Token (please reach out to your Unleash rep to receive instructions and we'll share the video privately)
Supported Resources
The integration supports the following resources:
Guides
Resources
Filtering and Selection
Users can refine the indexing scope of the integration by connecting each library as a separate link to Unleash.
Note: Specific configuration options are not directly available through the Unleash connection interface but can be adjusted behind the scenes. To customize these settings, contact your Unleash representative.
Sync
Snapshot sync occurs every 6 hours.
Example Questions
What is our ABC policy?
How can I activate a trial for a customer?
How can I extend a trial?
How can I see all the cases I've opened up via Salesforce?
Could you please guide me on the easiest way to export contacts from Salesforce?
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