Salesforce
Features
Activity Sync
Everyday, Pylon scans your customer channels for conversations that were had.
For every conversation, we use AI to summarize the details, and sync the summary
to the relevant Account
in Salesforce.

Contact Sync
When someone new joins a prospect or customer channel, we add that contact to
Salesforce and link it to the relevant Account
.

Channel Creation from Salesforce
You can greatly simplify Slack channel creation using our Salesforce widget.
Click Create Slack Channel
from Salesforce, name the channel, and the
following will automatically happen:
- Channel will be created and named
- All
Opportunity
Contact Roles
will be invited to join the channel - Pylon will be enabled within the channel
Invitees
from the customer side will be sent aWelcome Message
once they join the channel if you have one configured in Pylon.


Broadcast Filtering
You may want to send a Broadcast to a set of customers based on data stored in Salesforce.

Channel Sync
Quickly see whether an Account
has a linked Slack channel.

Ticketing
View and filter Issues
by Salesforce tags.
