Salesforce
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Click into the App Directory from your Pylon dashboard and then click on the Salesforce integration to view setup instructions.
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.
When someone new joins a prospect or customer channel, we add that contact to Salesforce and link it to the relevant Account
.
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 a Welcome Message
once they join the channel if you have one configured in Pylon.
You may want to send a Broadcast to a set of customers based on data stored in Salesforce.
View and filter Issues
by any attributes from Salesforce.
See account level details while working on an individual issue in the Issue sidebar.