Avochato for Salesforce FAQs

Need a little troubleshooting help? Avo4SF has had its tires🦶ed a number of times over. See the most common issues that come up when using Avo4SF and how to solve them below. AppExchange I'm getting an installation error when installing the package from AppExchange. What should I do?…

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Avo4SF – Technical Documentation

The Avochato for Salesforce Quickstart Guide is a great place to get setup with the basics, but sometimes a detailed, technical outline is the only way to go. See some of the more intricate setup topics below. Fresh Install When you first install Avochato for Salesforce, you enter…

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List View Broadcasting

How to use Avochato Broadcasting for mass messaging on Salesforce List Views A. What is it? List View Broadcasting allows Salesforce users to send mass Avochato messages to people selected in Salesforce Contact and Lead List Views. This gives Avochato customers the ability to mass messaging people based…

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Avochato Salesforce Integrations

Welcome to the Salesforce integrations universe homepage with Avochato! Salesforce is the world's #1 platform for running your business, and Avochato can help bring true two-way dialogue to whomever is associated with your business. With our ☁️ 🥑 powers combined, business data and business dialogue become an integrated,…

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Avochato for Salesforce Quickstart Guide

Let's take a quick look at how you can get your business messaging dreams "on" with Avochato. Avochato? What's that? Shared inbox, keywords, surveys, campaigns, metrics, unlimited syncing with Salesforce, message from any record, from the tab, from the utility bar, list view broadcast, automate via clicks or…

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Data Syncing & Custom Object Support

So you've clicked that "Connect Production" or "Connect Sandbox" button on the Integrations page - congrats! But how does the sync work and what are my configuration options? Read on to see how Avochato for Salesforce syncs your data, and some nifty configuration options you have at your…

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Avochato for Salesforce – Avochato Setup tab

An overview of the Avochato Setup tab within Avo4SF and how to use it I. What is it? The Avochato Setup tab is a page within Salesforce the allows the SFDC admin to quickly configure their Salesforce instance to ensure the Avochato for Salesforce package is in pristine,…

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Avochato API Credentials Datatable

An overview of the Avochato API Credentials Datatable (AACD) and how to use each step A. What is it? The Avochato API Credentials Datatable allows you to easily enable your Avochato platform to send messages via Process Builder automation, List View Broadcasting, or Apex Code. To enable these…

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Avochato for Marketing Cloud Quickstart

Estimated setup time: 10 minutes Welcome to Avochato for Marketing Cloud! This guide will take you through the steps on how to install Avochato for Marketing Cloud and enable Avochato messages to be sent via Journey Builder. I. 🔗 The Link Avochato for Marketing Cloud has a simple…

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Avochato to Lasso Integration for API 1-way

Avochato to Lasso Zapier Integration for API 1- Way communication In this article, we will detail how to connect Avochato with Lasso, using a 3rd party app, Zapier. With Zapier, there is a wide selection of trigger actions you can choose from. For this example, we will use…

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