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Malcolm Jacobson

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Articles

Recent activity by Malcolm Jacobson

  • 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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  • 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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