Using Salesforce? This quick start path contains a series of practical units to help you become fully enabled with Pendula and the Salesforce integration.
After completing these units, you will be able to:
- login and connect Pendula to your data source
- point Pendula to the correct recipient objects within your data source
- create an SMS template
- configure a simple two-way SMS flow
- activate and test this flow to see it in action
- view the results, both from within Pendula and and your data source
- view and manage exceptions using the inbox and console
Quick links:
Step 1. Connecting Pendula to your Salesforce environment
Step 2. Point Pendula to your recipients
Step 3. Creating your first SMS template
Step 4. Creating your first two-way flow
Step 5. Activate and view the results!
Step 6. View and manage exceptions within Salesforce
Before you get started
You'll firstly want to ensure the relevant managed package and components have been deployed to the Salesforce environment you wish to integrate with Pendula.
You can review which packages and components are relevant to your Salesforce environment in the Salesforce deployment checklist.
Without these installed, you won't be able to sync back any data to Salesforce or use the console for ad-hoc messaging.
You'll also need a Pendula tenant (including your login details), which is a Pendula environment unique to your business or organisation.
If you haven't been provided with login details to your tenant, or are having trouble accessing it please reach out to the Pendula Support team.
Finally, you'll need at least one contact record with a valid mobile phone number (in +61 format) within your Salesforce environment which you can use for testing.
This should be a personal mobile or one you can easily use for receiving and also responding to SMS from your Pendula flows.
Step 1. Connecting Pendula to your Salesforce environment
In this unit we'll cover how to access your Pendula tenant from within your Salesforce environment and connect Pendula back to your data source.
Click here to get started.
Step 2. Point Pendula to your recipients
In this unit we'll cover how to point Pendula to the relevant objects within your data source you want to communicate with, in other words, who your recipients are.
We do this be creating related objects. Once you have a related object configured, you can then use this to create templates and flows.
Click here to get started.
Step 3. Creating your first SMS template
In this unit we'll cover how to create a template, which will contain the contents of the SMS sent within your flow.
Once you've created this, you can quickly and easily use it in new flows.
Click here to get started.
Step 4. Creating your first two-way flow
In this unit we'll cover how to setup a scheduled flow to trigger and send to your test contact record, and then configure a simple two-way conversation.
Click here to get started.
Step 5. Activate and view the results!
In this unit we'll cover how to test your flow, while viewing the results within Pendula.
Click here to get started.
Step 6. How to view and manage exceptions within Salesforce
In this unit, we'll take a closer look at what is synced back to Salesforce and how to view and manage any inbound messages or exceptions.
Click here to get started.