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Salesforce

CRM

Pendula’s first-class integration to Salesforce (SFDC) on our platform allows you to configure exceptional multi-channel and multi-thread customer experiences with data directly from your CRM.

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automated journeys

Trigger a flow from a record event

Trigger a Pendula flow on the creation or change to any record in Salesforce.

Hyper-personalisation: Endless flexibility and control over entry conditions with granular and powerful segmentation

Supports multiple SFDC sources & destinations: Trigger a flow from one Salesforce organisation and update to another

Level up with Pendula AI: Augment any event triggered flow or customer journey with Pendula Intelligence

customisable campaigns

Schedule a one-off or repeating campaign

Trigger a Pendula flow on a one-off or repeating schedule for campaigns that can run from any record in Salesforce.

Flexible scheduling: Supports hourly, daily, weekly and monthly repeating campaigns

Supports multiple SFDC sources & destinations: Trigger a flow from one Salesforce organisation and update to another

Level up with Pendula AI: Augment any event triggered flow or customer journey with Pendula Intelligence

record management

Create and update records in Salesforce

Automate your business process and create seamless customer experiences from Pendula.

Endless use-cases: Create or update any record back into SFDC with complete flexibility, using data from real customer interactions

Capture every conversation: Update Salesforce with responses from two-way Pendula conversations

Business process automation: Trigger follow-on actions and business processes instantly in Salesforce from Pendula flows

data linking

Get records from Salesforce

Gather and sync Salesforce data into your Pendula flows at any point to enrich every customer experience.

Access data everywhere: Hyper-personalise your customer experiences with any available Salesforce data

Data harvesting & augmentation: Link sources of customer information across platforms

Hyper-personalisation: Connect with your customers across more channels using their details stored in your CRM

file uploading

Get files (attachments) from Salesforce

Bring Salesforce files into your flow to send as attachments at any point in a flow.

Precision selection: Have full control over file selection, including most recent files through granular and powerful segmentation

Endless use cases: Combine with standard attachment upload capability for full use-case coverage within Pendula

human-in-the-loop

1:1 messaging with Pendula Console

View and manage the entire conversational history of a customer on a Salesforce record.

Complete message history: View all SMS messages sent from Pendula including automated flows and individual correspondence

Instant messaging: Create and send 1:1 messages to customers from any record in Salesforce

Seamless handover: Hand-over to a person from an automated Pendula journeys for follow-up and exception handling

templated actions

Configure message and action templates

Save the configuration of any trigger or action node in the Pendula Canvas builder to use and reuse as a template.

Template any workflow action: Save all nodes, from email templates and SMS templates, criteria splits, reply handling and full conversations, to web requests, webhooks, get contacts and create records

Reuse across all flows: Save time by building once, then saving to re-use across flows

export and sync

Sync all Pendula data with Salesforce Activity Sync

Monitor, report on or trigger actions based on recipient interactions within any flow from within your Salesforce instance.

Contact matching: Create message recipient records for any contact, lead, user or Person Account that matches the email address and phone number for augmenting all CRM data with Pendula message history

Real-time monitoring: Systems can capture live activity data, such as message delivery, bounces, or other events and act immediately

Reporting: By consuming activities, you can generate reports on flow performance, message success rates and engagement rates

Integrated intelligence

Create personalises AI-powered customer journeys with Pendula Intelligence & SFDC data.

Salesforce object support

Supports standard, special and custom objects associated with the connected Salesforce organisation.

Minimised API usage

Designed to reduce the amount of API usage in your SFDC org, allowing you to create and trigger more efficient workflows.

Help & support

Key resources

Salesforce First Class Integration Overview

Pendula & Salesforce Help Centre Resource Hub

Pendula Salesforce Package Architecture

Salesforce AppExchange

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