Pendula Knowledge Articles

New to Pendula?

• SMS best practice
• Joining the Pendula Community
• Pendula terminology
• What is Pendula?
• What does Pendula do?
• How our customers use Pendula

Quick start

Pendula settings

• Related objects
• Video: Creating a Related Object in 3 steps
• How to connect Pendula to your Salesforce environment
• Video: How to connect Pendula to Salesforce
• How to connect Pendula to Zuora
• Tenant settings

Templates

• Templates overview
• Managing your templates
• SMS templates
• Adding merge fields
• Advanced merge field formatting

Flow setup

• Flow setup overview
• Event flows
• Scheduled flows
• Callout flows
• Flow criteria
• Managing existing flows

Flow builder

• Flow builder overview
• Configuring conversation nodes
• Configuring workflow nodes
• Configuring data nodes

Visibility and reporting

• Experiences and messages
• Flow performance
• Accounts

Troubleshooting and FAQs

• General FAQs
• Template FAQs
• Flow FAQs
• Troubleshooting

Salesforce integration

• Overview of the Pendula Salesforce app
• Salesforce deployment checklist
• Pendula settings
• Message records within Salesforce
• Activity history
• Managing exceptions with the inbox

Release notes

• November 2021 release
• August 2021 release
• July 2021 release
• May 2021 release
• March 2021 release
• November 2020 release