Malcolm Jacobson
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Latest activity by Malcolm Jacobson
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Malcolm Jacobson created an article,
Using Salesforce picklist values in filters
Salesforce picklists contain more than one item that can be selected as a value from a list. Where the picklist is configured to support multi-select, you are able to choose more than one value. Co...
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Malcolm Jacobson created an article,
Intelligence Security
Engagement Hub nodes that form part of the Intelligence Suite integrate with the OpenAi Enterprise API service. This is different from ChatGPT, and is only accessible through API. Enterprise privac...
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Malcolm Jacobson created an article,
How CC and BCC work in outbound email
Pendula supports CC (carbon copy) and BCC (blind carbon copy) recipients in outbound emails, allowing you to include additional recipients for transparency or archiving purposes. This article outli...
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Malcolm Jacobson created an article,
Triggering Salesforce flows from Pendula objects
If you plan to use Salesforce flows to perform an action when a Pendula object is created or updated, we recommend using the Run Asynchronously option. This will prevent potential conflicts betwee...
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Malcolm Jacobson created an article,
Using Salesforce as your OpenID Connect identity provider for Single sign-on (SSO)
Single sign-on (SSO) is an authentication method that allows users to sign into multiple applications using one, central, set of credentials. The credentials are stored and maintained in one system...
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Malcolm Jacobson created an article,
How to integrate Pendula with Microsoft Fabric
Microsoft Fabric is a unified data platform that streamlines data processing, storage, and analytics in a single, cohesive environment. By sending your data to Microsoft Fabric, you can unlock adva...
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Malcolm Jacobson created an article,
How to access your Pendula Activity Sync data in Domo
Activity Sync data that is stored in an Amazon S3 bucket can be accessed by analytics tools. These tools can be used to track, generate, and report on business metrics that are relevant to your bus...
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Malcolm Jacobson created an article,
How to set up Activity Sync from Pendula to an AWS S3 bucket
Activity sync provides a range of information about the performance of messages as they pass through your Pendula tenant. This information can be used in external systems for analytics and reportin...
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Malcolm Jacobson created an article,
Sending and receiving Console messages in the Salesforce mobile app
The Salesforce mobile app can be used to send and receive messages from the Pendula Console. You can download and install the Salesforce mobile app from the app store for your mobile device. If you...
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Malcolm Jacobson created an article,
Using Salesforce Date Formats and Date Literals as criteria
Pendula supports the use of Salesforce Date Formats and Date Literals in the criteria fields of the following triggers and actions: Salesforce scheduled trigger Get Salesforce record action Get Sa...
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