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Malcolm Jacobson

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Articles

Recent activity by Malcolm Jacobson

  • 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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  • Intelligence Security

    Access to the Intelligence suite is currently limited to Early Access participants. Contact your Account Executive for more information. Engagement Hub nodes that form part of the Intelligence Suit...

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  • Working with Salesforce DATE and DATE/TIME fields

    Pendula converts dates and times from external systems into a format that standardises data for internal processing.When you use this data in external messages, you can use the Format date node to ...

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  • JAN 10, 2025 | View node configuration

    This release includes the following improvements. Release 20250110 View node details On the flow details page, you can now click a node to view it’s configuration without creating and editing a ne...

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  • 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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  • Salesforce Frequently Asked Questions (FAQ)

    This page lists some frequently asked questions about the Pendula Salesforce integration.How do I resolve an expired access/refresh token error?If the OAuth connection between Pendula and your Sale...

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  • DEC 04, 2023 | Bug fixes

    This release includes the following features and improvements. Release 20231204 Updated the Path label field in History to remove system generated characters from the path name Fixed an issue whe...

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  • NOV 27, 2023 | UI improvements

    This release includes the following features and improvements. Release 20231127 General Improved the help tip for timestamp merge fields to add additional context Improved Merge field errors and ...

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  • SEP 26, 2023 | Email builder improvement

    This release includes the following features and improvements. Release 20230926 Email builder You can now search for and select merge fields from the Merge fields button in the email builder. The ...

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  • AUG 23, 2023 | OAuth support for Salesforce

    This release includes the following features and improvements. Release 20230823 OAuth 2.0 is now supported when connecting your Pendula tenant to a Salesforce org.  

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