Introduction to the Salesforce App


The iAdvize Salesforce connector allows you to manage your conversational marketing strategy from Salesforce while being integrated with your workflow through the Process Builder. It’s compatible with both Salesforce Classic and Lightening Experience.

  • Create and Map Your Contact, Person Account, Business - Account, Marketing Lead, Support Case objects with Visitors coming from your website

  • Synchronize the iAdvize Conversation Transcripts with Salesforce Service Cloud. ​​- Synchronize the files shared during conversations you have with your website visitors

  • Synchronize visitor satisfaction

  • Single Authentication for your agents

  • User Synchronization & Provisionning

To install the Salesforce connector, please contact your iAdvize Customer Succes Manager. A paid package is required.


Update 04/28/2023 - Version 2.11

Last updated