User

Georgia White

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Activity overview

Latest activity by Georgia White

  • Georgia White created an article,

    Setting Permissions for the Pendula Console

    The Pendula Console allows users to create, send, and receive 1:1 SMS messages using the contact details available on their Salesforce records. By default, the Pendula SFDC Managed Package is insta...

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  • Georgia White created an article,

    Announcement: Salesforce First Class Integration released

    We’re excited to announce the release of our First Class integration to Salesforce, which introduces even more capability, flexibility and power to support any customer journey with your Salesforce...

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  • Georgia White created an article,

    Get Salesforce files

    The Get files action allows you to bring in any files or attachments from a record on a connected SFDC org to send as attachments in emails from a Pendula flow. The Get files node supports any stan...

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  • Georgia White created an article,

    Salesforce scheduled trigger

    Scheduled flows are set to trigger at a specific point in time. This can be once-off, or set to repeat hourly, daily, on specific days, weekly, or monthly, with an optional end date. Similar to an ...

    • Georgia White
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  • Georgia White created an article,

    Setting up the Console messages flow in Pendula

    This article outlines how to set up a flow in Pendula to send and receive the 1:1 Console messages that are displayed on the Console component on Salesforce objects. Pre-requisites Pendula for Sa...

    • Georgia White
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  • Georgia White created an article,

    Get Salesforce record

    The Get record action allows you to bring in any data from SFDC to personalise customer experiences within a Pendula flow.  The Get record node supports the majority of standard, special and custom...

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  • Georgia White created an article,

    Create Salesforce record

    The Create record action allows you to create any record in Salesforce at any point in a flow. This action supports the majority of standard, special and custom objects associated with the connecte...

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  • Georgia White created an article,

    Update Salesforce record

    The Update record action allows you to update any record in Salesforce at any point in a flow. This action supports the majority of standard, special and custom objects associated with the connecte...

    • Georgia White
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  • Georgia White created an article,

    Default platform limits

    Overview The Pendula infrastructure is designed to handle high volumes of experiences across all our customers. Many of the limits outlined below are configurable depending on the use case or requi...

    • Georgia White
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  • Georgia White created an article,

    Salesforce event trigger

    Setting up the trigger The Salesforce event trigger can be configured to trigger a Pendula flow when: A record is created A record is updated to meet condition requirements A record is created or ...

    • Georgia White
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    • 1 follower
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