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Malcolm Jacobson

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Articles

Recent activity by Malcolm Jacobson

  • WhatsApp - supported features

    The WhatsApp channel is an Early Access feature. Contact your Account Executive for more information. This article list the supported WhatsApp features and functions currently available in the Pend...

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  • Send an outbound message using a WhatsApp template

    The WhatsApp channel is an Early Access feature. Contact your Account Executive for more information. This article describes how to send an outbound message to a customer, using a pre-approved What...

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  • Pendula Settings for Salesforce Activity Sync

    The Pendula Settings tab controls settings specific to the Pendula Salesforce app. These settings will be configured by Pendula as part of your onboarding. You shouldn't need to update or change th...

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  • 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 process of se...

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  • How to add the Pendula Console component to Salesforce record pages

    Console can be added to the pages of any of the record types you selected in Pendula Settings. The following example shows how to add it to a Contact. The procedure is the same for the other record...

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  • Pendula Console: Sending 1:1 messages from Salesforce

    The Pendula Console in Salesforce extends the capabilities of the Pendula platform by allowing a user to send 1:1 messages to customers. View and manage the entire conversational history of a selec...

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  • Message records in Salesforce

    All outbound and inbound communication sent to and from Pendula is synced back to your Salesforce environment as Pendula4E__Message__c records. A message record contains: the contents of what was ...

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  • 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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  • 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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  • 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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