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Georgia White

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Articles

Recent activity by Georgia White

  • 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 ...

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  • 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...

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  • 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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  • 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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  • 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 ...

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  • 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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  • 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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  • 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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  • Pendula for Salesforce Integration Overview

    Pendula’s first-class integration to Salesforce (SFDC) allows you to configure exceptional multi-channel and multi-thread customer experiences with data directly from your CRM. The integration supp...

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  • 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...

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