Avochato for Salesforce - Overview
Integrate your messages directly into Salesforce.
Avochato for Salesforce – Field Syncing
Sync Avochato custom field data into Salesforce custom fields.
Avochato for Salesforce - FAQs
Answer commonly asked questions regarding AppExchange installation, data sync, integrations and many more. Troubleshoot Salesforce problems, issues and errors.
Avochato for Salesforce - Installation & Onboarding
Includes a quick start guide and information about setting-up Salesforce for Avochato.
Avochato for Marketing Cloud - Quickstart Guide
Install Avochato for Marketing Cloud and enable Avochato messages to be sent via Journey Builder.
Contact Data Sync to Avochato via Process Builder
Sync data from Salesforce records into Avochato contacts for real time data update.
Importing Salesforce Contacts in Avochato
Easy import of Salesforce contacts to Avochato.
Syncing Pre-Chat Data to Salesforce Cases
Sync information collected via widget to a case automatically.
Text-to-Case: Avochato’s Service Cloud Integration
Integrate to Service Cloud using our text to case feature for seamless a work flow.
Avochato API Callouts via Apex Code
Easily send messages and use other Avochato API endpoints with just a few lines of Apex code.
List View Broadcasting
How to use Avochato Broadcasting for mass messaging on Salesforce List Views?
Creating Case Dispositions in Salesforce
Steps to create new dispositions, both type and subtype, in Salesforce that can be attributed to cases and to Avochato post chat surveys.
Avochato for Salesforce - Quickstart Guide
Start using Salesforce with Avochato.
Avochato for Salesforce - Data Syncing & Custom Object Support
What happens next after hitting connect production/sandbox and how does sync works and available configuration options.
Avochato for Salesforce - Avochato Setup Tab
An overview of the Avochato setup tab within Avo4SF and how to use it.
Avochato API Credentials Data Table
An overview of the Avochato API Credentials Datatable (AACD) and how to use each step.
Salesforce Data Synchronization
Sync inbound and outbound messages activity, new leads or contacts, etc to Salesforce.
Setup List View Broadcasting from Any Salesforce Object
How to setup mass messaging from any Salesforce Object list view
Hiding the Avo4SF component for non-Avochato Users
Only show the Avo4SF component to specific users