Thena->Salesforce CRM
Send Thena Requests to Salesforce.
Get Started
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
- Head to the Integrations tab under Global Settings or click on the link above
- Search for Salesforce (NOT Salesforce Cases)
- Click Add Integration
- Click Connect
- You will be redirected to the oAuth for your Salesforce instance
- Click Approve
- Done! You have now integrated Thena with Salesforce
- Head to your Salesforce Instance's Setup (via the gear icon on the top right)
- Select Object Manager and Search for Request
- Head to Field Layout and Select Account
- Select View Field Accessibility
- Select Account and make sure that the Field Access for the System Administrator is Editable. If Not, click on it and make it visible.
- Repeat the same process for Requestor Field
- Done!
Create the page layout for Thena Requests
- Head to your Salesforce Instance's Setup (via the gear icon on the top right)
- Select Object Manager and Search for Request
- Select Request Layout under the Page Layouts section
- Add all the fields that you want in the order you like and hit save.
Add Thena Requests to your Accounts View
- Head to your Salesforce Instance's Setup (via the gear icon on the top right)
- Select Account
- Select Account Layout under the Page Layout Section
- Add Requests in the Related Lists section
- 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:
| Label | Name | Description | Data Type |
|---|---|---|---|
| Account | Account__c | Salesforce Account associated with the request. | Lookup (Account) |
| AiTags | AiTags__c | AI Tags detected by Thena | Long Text |
| Assigned To | Assigned_To__c | User name to whom the request is assigned to | Text |
| CSAT | Csat__c | Feedback shared by the customers once the request is closed | Rich Text |
| Permalink | Permalink__c | Link to the message which was detected as the request | Text |
| requestClosedAt | requestClosedAt__c | Date and time at which the request was closed. This is in UTC time. | Text |
| requestClosedBy | requestClosedBy__c | User name who closed the request | Text |
| requestCreatedAt | requestCreatedAt__c | Date and time at which the request was created. This is in UTC time. | Text |
| requestInternalNotificationLink | requestInternalNotificationLink__c | Link to the internal Slack conversation | URL |
| Requestor | Requestor__c | The user/ customer who had sent the message in Slack which was detected as a request | Lookup (Contact) |
| requestUpdatedAt | requestUpdatedAt__c | Date and time at which the request was last updated at | Text |
| requestWebLink | requestWebLink__c | URL for the Thena Web App for this request | URL |
| Sentiment | Sentiment__c | AI generated Sentiment of the request | Text |
| Status | Status__c | Current status of the request | Picklist |
| Summary | Summary__c | AI generated Summary of the request | Rich Text |
| Thena RequestId | RequestId__c | Request ID generated by Thena | Text (External ID) |
| Title | Title__c | AI generated Title of the request | Text |
| Message Text | Message_Text__c | Message text which was marked as a request | Rich Text |
| Customer Thread | Customer_Thread__c | Thread of messages with the customer | Rich Text |
| Internal Thread | Internal_Thread__c | Thread of messages on the request alert sent in the triage channel | Rich Text |
| Urgency | Urgency__c | AI generated urgency of the request | Text |
| Custom Tags and Categories | Product__c | Custom 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 |
Relevant Videos
FAQ
Do I need to create the custom object or the custom fields in Salesforce?
No, once you integrate Thena with Salesforce, we take care of all the object and field creation for you.
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.
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.
Updated 2 months ago