![]() ![]() If you want to see these duplicates and options to resolve them, select this option. By default, SV Messaging will silently drop any records with a duplicate phone number from the sync and pick it back up once the number is modified to something unique. If you have a data sync configured, Signal Vine does not allow multiple records in a program to share a mobile phone number. Here you can adjust a number of settings for your experience in Salesforce: Advanced Settings When that is complete, you'll be presented with the general SV Messaging settings pane. Once you connect your account, SV Messaging will fetch your details - programs, fields and other system information - from Signal Vine. Settings: the Settings tab is for settings that impact all users of SV Messaging.Īs an admin, you will have access to all tabs, but you'll be able to configure access for other users and groups for each individual program in the Programs tab.Sync: the Sync tab will show you a log of what profile data has been sent between Salesforce and Signal Vine, including errors if they occur. Programs: the Programs tab is where you configure program settings, access rights and field mapping for data syncing to Signal Vine.You can learn more about managing your messages by checking out this article. Here you can see incoming messages and respond. Messages: this is your Message Inbox and where the day-to-day work takes place.Let's get acquainted with the major sections of the app: Login at and go to the gear icon - Settings - API to generate or fetch the token and secret, then return to Salesforce and enter it in the initial screen. You'll need to fetch an API token and secret from within the Signal Vine web app. The first thing you'll need to do is connect SV Messaging to your Signal Vine account. Once installed, you'll find SV Messaging in your Lightning App Launcher. Then select Install and grant access to and. The SV Messaging package will allow you to configure more granular permissions once it is installed. You'll need to choose the permission level that is appropriate for your organization, but typically you want to include any groups and people who will be messaging or managing settings. ![]() Determine which users you want to have access to the SV Messaging. you will be brought to the install screen. Install SV Messaging Packageīy clicking the link provided by your account team. You will need to be an administrator to install and setup the package. To get started, your account team will provide you with a package that for you to install. With SV Messaging you can see your inbox, respond to incoming messages, get a consolidated conversation history associated with any record and setup field syncing between Salesforce and Signal Vine to better power your automation. SV Messaging for Salesforce brings the features and functionality you love from the Signal Vine web app into the Salesforce Lightning interface. If you're interested in how to view, respond and manage conversations, check out the Getting Started with SV Messaging article. This article is focused on installing and configuring the package. If you'd like to add SV Messaging to your Signal Vine account, reach out to your account team. Note: SV Messaging is a premium offering for Salesforce customers. ![]()
0 Comments
Leave a Reply. |
Details
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |