Avochato for Salesforce – Field Syncing

Avochato ⇒ Salesforce custom fields sync You can sync any Avochato custom field data into Salesforce custom fields. Go into Avochato → Settings → Custom Fields to see a list of your Avochato custom fields, as well as to add new custom fields. Once an Avochato custom field…

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Contact Data Sync to Avochato via Process Builder

Avochato for Salesforce gives you flexibility on controlling the data sync between the two platforms. With the Avochato - Update Contact Apex action, you can sync data from your Salesforce records into Avochato contacts, allowing for real time data propagation. The main use case we'll explore right now…

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Avochato for Salesforce: Overview

To integrate your messages directly into Salesforce, Avochato offers a wide variety of integration options that can be tailored to your company's use case. Below, we offer a brief overview and links to additional information regarding each of the various ways that your team can integrate Avochato and…

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Importing Salesforce Contacts in Avochato

When you first set up your Avochato account, you will be able to import all of your Salesforce Contacts immediately so that Avochato is ready to use. Once you have set up your Salesforce integration, you can navigate to the "Integrations" page. From there, you should see the…

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Syncing Pre-Chat Data to Salesforce Cases

For teams that are using Avochato's embedded widget on their website as well as Salesforce Cases, you might want to sync information collected via widget to the Case automatically. This can give you information directly in Salesforce about who is getting in touch with your team and for…

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Text-to-Case: Avochato’s Service Cloud Integration

For teams using Service Cloud Cases to manage their workload, Avochato can fit seamlessly into those work flows. Inbound inquiries via text message or live chat can automatically create Cases in Salesforce, where Salesforce agents can continue the conversation over text or chat. Using our embeddable website widget,…

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Avochato API Callouts via Apex Code

This post outlines examples of using the AvochatoApiClient in Apex code to easily leverage the Avochato API at www.avochato.com/docs Avochato in Apex The Avochato for Salesforce has built-in helper Apex classes to easily send messages and use other Avochato API endpoints with just a few lines of Apex…

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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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