Thena->Salesforce CRM

Send Thena Requests to Salesforce.

Get Started

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You need to have admin access to your Salesforce Developer Account

You can enable this via Thena Web https://app.thena.ai/settings?tab=integrations

  1. Head to the Integrations tab under Global Settings or click on the link above
  2. Search for Salesforce (NOT Salesforce Cases)
  3. Click Add Integration
  4. Click Connect
  5. You will be redirected to the oAuth for your Salesforce instance
  6. Click Approve
  7. Done! You have now integrated Thena with Salesforce
  8. Head to your Salesforce Instance's Setup (via the gear icon on the top right)
  1. Select Object Manager and Search for Request
  1. Head to Field Layout and Select Account
  1. Select View Field Accessibility
  1. Select Account and make sure that the Field Access for the System Administrator is Visible and NOT Read-Only. If Not, click on it and make it Visible.
  2. Repeat the same process for Requestor Field
  3. Done!

Create the page layout for Thena Requests

  1. Head to your Salesforce Instance's Setup (via the gear icon on the top right)
  1. Select Object Manager and Search for Request
  1. Select Request Layout under the Page Layouts section
  1. Add all the fields that you want in the order you like and hit save.

Add Thena Requests to your Accounts View

  1. Head to your Salesforce Instance's Setup (via the gear icon on the top right)
  1. Select Account
  2. Select Account Layout under the Page Layout Section
  3. Add Requests in the Related Lists section
  1. Done!

Features

When you integrate Thena with Salesforce, we create a custom object by the name of Requests and API Name of Request__c with the following fields:

LabelNameDescriptionData Type
Account Account__cSalesforce Account associated with the request.Lookup (Account)
AiTagsAiTags__cAI Tags detected by ThenaLong Text
Assigned ToAssigned_To__cUser name to whom the request is assigned toText
CSATCsat__cFeedback shared by the customers once the request is closedRich Text
PermalinkPermalink__cLink to the message which was detected as the requestText
requestClosedAtrequestClosedAt__cDate and time at which the request was closed. This is in UTC time.Text
requestClosedByrequestClosedBy__cUser name who closed the requestText
requestCreatedAtrequestCreatedAt__cDate and time at which the request was created. This is in UTC time.Text
requestInternalNotificationLinkrequestInternalNotificationLink__cLink to the internal Slack conversationURL
RequestorRequestor__cThe user/ customer who had sent the message in Slack which was detected as a requestLookup (Contact)
requestUpdatedAtrequestUpdatedAt__cDate and time at which the request was last updated atText
requestWebLinkrequestWebLink__cURL for the Thena Web App for this requestURL
SentimentSentiment__cAI generated Sentiment of the requestText
StatusStatus__cCurrent status of the requestPicklist
SummarySummary__cAI generated Summary of the requestRich Text
Thena RequestIdRequestId__cRequest ID generated by ThenaText (External ID)
TitleTitle__cAI generated Title of the requestText
Message TextMessage_Text__cMessage text which was marked as a requestRich Text
Customer ThreadCustomer_Thread__cThread of messages with the customerRich Text
Internal ThreadInternal_Thread__cThread of messages on the request alert sent in the triage channelRich Text
UrgencyUrgency__cAI generated urgency of the requestText
Custom Tags and CategoriesProduct__cCustom Tags and categories set by you in Thena.
These are created as separate fields. Eg: If you have a custom category of Product with the values of Request Management and Marketing Automation, we will create the field of name Product.
Text

FAQ

Do I need to create the custom object or the custom fields in Salesforce?

While integrating Thena with Salesforce, we take care of all the object and field creation for you. If you are creating new fields after your Salesforce integration is setup, each of those fields will need to be manually created in Salesforce.

I am unable to see the requests in the Accounts View

Make sure you have updated your Account object's page layout. Details here.

I am unable to see the requestor or account fields in the request object's page even when I have added it to the page layout

Make sure that you have set the visibility of these fields as visible or editable. More details and steps here in Steps 8 to 13.

How often are the requests synced from Thena to Salesforce?

Near real time. As soon as the request is updated in Thena, we sync if with Salesforce.

If I make a change in any of the fields on Salesforce, will it reflect back in Thena?

No, this connector supports sync of Requests from Thena to Salesforce and not vice versa.

Does Thena sync requests retrospectively?

Thena's connector is designed to be forward-looking. Therefore, only the requests created after the integration has been established are synchronized with Salesforce.

What happens if the user who sent the message in Slack is not a contact on Salesforce?

If the user who sent the message in Slack is not linked to any of the accounts in Salesforce, we do the below steps:

  • Fetch the email domain of the user - Eg: [email protected] sent a message -> Email domain is thena.ai
  • Search Salesforce for any account which has a user with the same email domain of thena.ai -> Eg. You got an account named Thena
  • Create a user in account Thena with the name Harsh and email as [email protected]
  • Send the request data to Salesforce and link it to this user and account

What happens if the user who sent the message in Slack is not a contact on Salesforce and has NOT shared the email address on Slack?

If the user who sent the message in Slack is not linked to any of the accounts in Salesforce, we do the below steps:

  • Fetch the name of the customer via the connected team's workspace name
  • Search Salesforce for any account which has a name that matches the workspace name
  • Create a user in account with the name of the customer who messaged and set no email address
  • Send the request data to Salesforce and link it to this user and account

What happens if I do not have an account in Salesforce for the channel in Slack?

If the user who sent the message in Slack which was converted to a Thena request, does not exists in Salesforce we first try to create the contact in Salesforce based on this but if there is no account found, we do NOT send the request data from Thena to Salesforce as it would NOT be linked to any contact or account in Salesforce.