Salesforce

Setup

Click into the App Directory from your Pylon dashboard and then click on the Salesforce integration to view setup instructions.

Usage

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:

1. Channel will be created and named

2. All Opportunity Contact Roles will be invited to join the channel

3. Pylon will be enabled within the channel

4. Invitees from the customer side will be sent a Welcome 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.

​Issues

View and filter Issues by any attributes from Salesforce.

​Account Details on Issue

See account level details while working on an individual issue in the Issue sidebar.