User

Georgia White

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Articles

Recent activity by Georgia White

  • 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 ev...

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  • Can Pendula mask our mobile phone number as our business name?

    Masking a mobile phone number means it can only be used for broadcast messaging, as recipients are unable to respond back to any communications from this number. For this reason, Pendula provides y...

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  • How do I make changes to a flow once it has been activated?

    Once a flow has been activated, you can still make changes to it if required, including updating the SMS or email templates it is using. To edit an active flow, you'll first need to pause it. See M...

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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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  • Can Pendula mask emails from our own email address or domain?

    Yes we can, however you'll firstly need to authorise Pendula to send on behalf of either a single email address or your domain. Please contact the Support Team if you'd like to enable email masking.

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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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  • 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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  • 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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