Salesforce
Salesforce integration overview
Qwil Messenger is proud to be an ISV partner of Salesforce. Customers can download our Qwil Messenger Salesforce Connector from the Salesforce AppExchange to seamlessly manage chats with their clients directly from Salesforce. What to expect? Create ...
Getting started using Salesforce
The Qwil Messenger Salesforce Connector allows your staff users to: directly manage their client’s access to Qwil Messenger and control which staff/teams they can chat to. easily locate and review chats with your clients that are automatically made ...
Invite a client using Salesforce
Qwil is capable of processing client invitations from the Salesforce connector. Allowing for quick and easy addition of clients onto your Qwil organisation simply through details already contained within Salesforce. To see how to create a new client ...
View client chats using Salesforce
Who can use this feature? Staff users only What's in this article? Accessing a chat with a client from Salesforce Save or download documents from Salesforce Save or download images from Salesforce Within the Salesforce connector you will be able to ...
Salesforce integration setup
Who can use this feature? System administrators only This installation and setup guide is intended for System Administrators who are responsible for installing the connector and enabling the integration between Qwil Messenger and Salesforce. What to ...
Salesforce connector troubleshooting (error messages explained)
There are a number of reasons why you may face an error with the setup of your connector. Below is a list of the error codes, an explanation and resolution. Error Message Reason Resolution Custom Metadata Settings Type for Qwil Salesforce Connector ...