Implementation

• How to Add Conversica to Your Salesforce Tabs
• Salesforce Conversica Integration Summary
• Salesforce Implementation Overview
• Implementing your Conversica Salesforce Package
• Downloading the Conversica Package from the Salesforce AppExchange
• Adjusting Page Layouts on Lead/Contact/Campaign Objects
• Salesforce: Configuring User Permissions Through Profiles or Permission Sets
• Conversica Dashboard Set Up in Salesforce: Assistant, Team, Alerts
• Setting up Salesforce Campaigns for Conversica Conversations
• Testing Conversica in Salesforce
• Conversica Salesforce API User Required Permissions
• Salesforce API Calls and App Limits
• Implementing your Conversica Salesforce Package in Sandbox Prior to Production