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Pendula Console: Sending 1:1 messages from Salesforce
The Pendula Console in Salesforce extends the capabilities of the Pendula platform by allowing a user to send 1:1 messages to customers. View and manage the entire conversational history of a selected customer with Pendula flows via a simple and user-friendly interface, directly from a Salesforce record.
The entire conversation history can be viewed for each Contact, Lead, User or Person Account.
What is the Console?
Console resides within Salesforce on the page layout of an object such as a contact.
Along with providing a history of all outbound and inbound SMS sent between Pendula and a recipient record, the Console provides you with a simple way to send ad-hoc or manual messages.
SMS sent via the Console are sent from the same number as your automated SMS, allowing you to have a seamless conversation between your organisation and a recipient.
Who can the Console communicate with?
Console can communicate with contacts, leads, user or person account records within Salesforce. For each of these, Pendula references the standard MobilePhone field in order to send SMS.
These numbers must be in international format (e.g.+61) to be successfully matched to any relevant inbound SMS.
To use the Console, you'll need to add it to the page layout of the relevant object within Salesforce. Follow this guide to learn how.
How to send messages using the Console
Enter your message into the Message body field and click the arrow button to send.
The total number of characters, including any non-GSM characters, is displayed at the bottom so you can keep track of the size of your messages.
Your outbound SMS will appear within the Console conversation history, along with any inbound SMS matched to the same record from which you sent the Console SMS.