Developer Platform
  • Home
  • Getting Started
    • General Information
    • Features Overview
    • Security
  • APPs
    • Public Apps
      • Shopify
      • Salesforce
      • Zendesk
      • Google Analytics
    • Build your App
      • Getting started
      • My Apps
      • App information
      • App Parameters
      • App Plugins
      • Add Webhooks
      • Submit your Apps
      • App security
      • Developer Policy
  • Use Cases
    • Copilots
      • Product Catalog sync through API
      • FAQ sync through API
    • Visitor experience
      • Integrating custom buttons into your site
      • Check availability before escalating to iAdvize
      • Authenticated Messaging
        • Introduction
        • Web client-side implementation
          • Authenticated Messaging overview
          • Brief timeline of the integration process
          • How to enable authenticated mode in the administration portal?
          • How to implement the customer authentication backend (token provider)?
          • How to authenticate with iAdvize in client's website?
          • How to deal with activation success or failure?
          • How to logout?
          • Compatibility with Mobile SDK
          • FAQ
        • Web backend implementation
          • Important information and recommendations
          • Signature and Encryption Detailed Process
          • Technical backend implementation
          • FAQ
      • Cross-domain Conversation Continuity
      • Customize replies with Markdown
    • Agent workspace
      • Custom App example and step-by-step tutorial
        • Get Started
        • Work with the Desk
        • Intent / Trigger
        • JWT
        • References
    • Administration
      • Users
        • SAML SSO Authentication - Implementation Guide
        • Create, update and delete users via API
        • Manage the availability of your users with the iAdvize API
        • Integrate the iAdvize conversation panel into an existing tool
    • Data & Analytics
      • Anonymize a conversation or visitor data
      • Create a custom dashboard
      • Find contact data using GraphQL
      • Retrieve conversations data
      • Retrieve messages exchanged within a conversation
  • Technologies
    • GraphQL API
      • Terminology
      • Reference
      • Authentication
      • Schema lifecycle
      • Error Management
      • Pagination
    • REST API (deprecated)
      • Statistic (deprecated)
      • Group (deprecated)
      • Call meeting (deprecated)
      • Operator (deprecated)
      • Skill (deprecated)
      • Transaction (deprecated)
      • Visitor (deprecated)
    • Webhooks
      • Reference
      • Guides
    • Desk events
      • Reference
    • Web & Mobile SDK
      • Javascript Web SDK
        • Reference
      • Javascript Callbacks
        • Reference
        • Guides
      • Mobile SDK
        • Fourme (latest)
        • Epoisses
        • Dauphin
        • Cantal
        • 🤝Support Policy
        • 🤔Frequently Asked Questions
    • Custom App
    • External Bot
      • Implementation
        • Configuration flow
        • Conversation flow
        • Conversation objects
      • Configuration
      • FAQ
      • Best practices
Powered by GitBook
On this page
  • Description
  • Changelog

Was this helpful?

  1. APPs
  2. Public Apps

Salesforce

Introduction to the Salesforce App

PreviousShopifyNextZendesk

Last updated 11 months ago

Was this helpful?

Description

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.

Changelog

Update 04/28/2023 - Version 2.11