Avochato for Salesforce
Introduction and Overview
Hello to Avochato for Salesforce
An introduction to Avochato Salesforce Sales/Service/Market Clouds, as well as steps to get started.
Avochato for Salesforce - Overview
See all the features Avochato for Salesforce offers, and how to integrate your messages directly into Salesforce.
Avochato for Salesforce - Quickstart Guide
Start using Avochato for Salesforce.
Getting Started & Onboarding
Avochato for Salesforce - Installation & Onboarding
Includes a quick start guide and information about setting-up Salesforce for Avochato.
Avochato for Salesforce - Avochato Setup Tab
An overview of the Avochato setup tab within Avo4SF and how to use it.
Importing Salesforce Contacts in Avochato
Easy import of Salesforce contacts to Avochato.
Avochato for Marketing Cloud - Quickstart Guide
Install Avochato for Marketing Cloud and enable Avochato messages to be sent via Journey Builder.
Data Sync
Setup Avochato Data Sync and Avochato API Credentials for Salesforce
Connect Avochato to Salesforce and enable the data sync and other power features via the API
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.
List View Syncing to Avochato Contacts
Use a Salesforce List View to sync your records of interest to Avochato contacts
Avochato for Salesforce – Field Syncing
Sync Avochato custom field data into Salesforce custom fields.
Text-to-Case: Avochato’s Service Cloud Integration
Integrate to Service Cloud using our text to case feature for seamless a work flow.
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.
Syncing Pre-Chat Data to Salesforce Cases
Sync information collected via widget to a case automatically.
Connect Multiple Inboxes to the Salesforce Data Sync
Have more than five Avochato Inboxes? Learn how to connect them all to Salesforce on the same data connection
Avochato Activity Data Syncing to Salesforce
Sync message activities to Salesforce in realtime or group them together into a conversation transcript
Automation & Pro Code Options
Avochato API Callouts via Apex Code
Easily send messages and use other Avochato API endpoints with just a few lines of Apex code.
Contact Data Sync to Avochato via Process Builder
Sync data from Salesforce records into Avochato contacts for real time data update.
Salesforce to Avochato Contact Sync using Flow builder
Use Salesforce Flow automation to update Avochato contacts based on Salesforce data
Using Add and Remove Tag Flow actions
Use Salesforce Flow to automatically add and remove Avochato Tags
Power Features
List View Broadcasting
How to use Avochato Broadcasting for mass messaging on Salesforce List Views
Avo4SF MCO - Messages Custom Object Package
Add-on package to Avo4SF that allows for created scheduled messages in Salesforce
Avochato Broadcasts from Salesforce Campaigns
A how-to on creating SFDC Campaigns to send mass messages via Avochato Broadasts
AI Conversation Summaries Salesforce Sync
Sync AvoAI Conversation Summaries to Salesforce
Tips & Tricks
Using Salesforce Merge Field data within Avochato messages
Learn how to use Salesforce data in your Avochato SMS messages
Hiding the Avo4SF component for non-Avochato Users
Only show the Avo4SF component to specific users
Setup List View Broadcasting from Any Salesforce Object
How to setup mass messaging from any Salesforce Object list view
FAQs & Troubleshooting
Avochato for Salesforce - Main FAQs
Answer commonly asked questions regarding AppExchange installation, data sync, integrations and many more. Troubleshoot Salesforce problems, issues and errors.
Login issues on the AppExchange
See some helpful steps to properly log into the Salesforce AppExchange
Purchasing additional Avochato for Salesforce seats
Step by step guide to adjusting your Avochato for Salesforce licenses on the AppExchange
Salesforce Data Synchronization
Ensure connected app settings are correct for smooth data syncing between Avochato and Salesforce
Avochato API Credentials Data Table
An overview of syncing Avochato API Credentials to Salesforce, and using the Avochato API Credentials Datatable (AACD)
Grant Login Access to Avochato for Salesforce
Granting access to Avochato’s support team to help you troubleshoot Salesforce issues