Malcolm Jacobson
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Malcolm Jacobson created an article,
Adding email and SMS message previews
OverviewThe package ships two LWC components for rendering Message__c records and a pre-built record page that wires them together. After installation, one manual activation step is required before...
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Malcolm Jacobson created an article,
Viewing events in the Activity Timeline
The Pendula managed package adds a custom lookup field, Pendula Message (P4E_Message__c), to the standard Salesforce Event object. This field is populated on every Activity Sync event and provides ...
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Malcolm Jacobson created an article,
Activity Sync Integration Permission Set
The Pendula_Activity_Sync_Integration permission set grants the dedicated Salesforce integration user the permissions required to connect a Pendula tenant to Salesforce and run Activity Sync.Assign...
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Malcolm Jacobson created an article,
Assigning Permission Sets
How Permission Sets WorkSalesforce permission sets are additive layers. A user's effective permissions are the union of their profile permissions plus every permission set assigned to them. Assigni...
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Malcolm Jacobson created an article,
Adding Console to Salesforce records
The Pendula Console component can be placed on any Salesforce record page — not just Contact, Lead, User, or Person Account pages. When placed on objects like Case, Opportunity, or custom objects, ...
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Malcolm Jacobson created an article,
SMS Templates
SMS Templates allow you to define common message types that a Console user can select from a list, saving them the time required to manually type the message, and ensuring that the message conforms...
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Malcolm Jacobson created an article,
JUN 15, 2026 | Pendula for Salesforce Managed Package version 3.0
Version 3.0 of the Pendula Salesforce Package contains a range of new features to improve your experience within Salesforce. Highlights include: Templates for SMS messages Improved Console UI for e...
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Malcolm Jacobson created an article,
BYO SES overview
Our BYO SES connection provides the option to use your existing Amazon SES account with our email flows, instead of using our built-in email provider.Benefits Email accounts, domains, and billing a...
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Malcolm Jacobson created an article,
Setting up Custom Domains for secure email delivery using Pendula
For marketers looking to authenticate their brand and boost credibility in client communication, sending emails from a custom domain is essential. This guide will walk you through the proces...
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Malcolm Jacobson created an article,
MAR 9, 2026 | Self-service activity sync for Salesforce
Customers using the Pendula managed package for Salesforce can now enable activity sync to their Salesforce org from the Integrations page of their Pendula tenant.When you connect your tenant to a ...
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