Salesforce Implementation Overview

Integration

The Conversica Salesforce package is downloaded from the Salesforce AppExchange. The application includes:

• Conversica custom fields on the lead, contact, and campaign member objects
• Visualforce pages on the lead, contact, and campaign Objects. 
• Tab for access to the Conversica Dashboard

Conversica receives leads or contacts added to campaigns in Salesforce. 

Please see this article for more information on the install and configuration.

Email

An integral part of the Conversica service is sending emails on your behalf from your Revenue Digital Assistant™ and being able to receive email responses from prospects for AI classification and follow up. 

The preferred approach is to send emails via the Conversica system using a dedicated sub-domain. This setup for messaging allows sending larger quantities of email in shorter periods of time and eliminates any sending limit restrictions.

Please view this article for subdomain configuration instructions.

Assistant

This article reviews the best practices for creating your Conversica assistant:

• Assistant Name
• Assistant Title
• Assistant Work Times
• Assistant Holidays

Please notify your onboarding team when you have decided on these settings.