We had a blast at TrailblazerDX 2024, where Salesforce showcased the latest innovations and trends in its customer relationship management (CRM) product. The Vonage Developer Experience team was hanging out in the mini-hack area, helping folks complete our hack, which involved using Salesforce and Vonage Conversations for Salesforce. With it, you can turn your Salesforce into a personalized engagement tool, reach customers at scale across SMS, MMS, and WhatsApp from the Salesforce CRM, and seamlessly blend bots and agents!
Salesforce & Vonage Conversations for Salesforce Mini-Hack Area
For those that couldn't attend this year's conference, don't worry! You can still enjoy the action and experience our mini-hack. It will show you how to install our product through the Salesforce AppExchange and send/respond to an SMS notification directly inside of Salesforce! There's even a bonus section that involves working with Salesforce Flows!
Getting started with our mini-hack is easy. Point your browser to our GitHub page, follow the step-by-step instructions to access the resources, and begin your journey.
Vonage Conversations for Salesforce - Is the product home page, where you can learn more about the product's features and functionality.
Getting Started Guide - A guide to installing and configuring the package, and how to start sending messages.
Admin & Developer Guide - This guide includes setup and details on the Admin Configuration page, along with instructions on configuring the package for mobile use. It also contains instructions for developing with Flow, including information on the Bot templates we include with the package.
Agent Guide - Instructions specifically for package users, such as sending messages from the desktop UI and using the package in the Salesforce Mobile Application.
2023 Vonage AI Studio and SalesForce Mini-Hack - This demo application shows you how to integrate Vonage's AI Studio and Salesforce to build and deploy an AI-powered conversational application that integrates with your existing Salesforce data.
Support - All support queries should be raised with the Vonage Support Team under the category 'Using Conversations for Salesforce.' Diagnostic information can also be used in the ticket - see the 'Admin Dashboard' section in the Admin & Developer Guide for instructions on accessing support information.
If you have questions or feedback, join us on the Vonage Developer Slack or send us a Tweet on X, previously known as Twitter, and we'll get back to you. Thanks again for reading, and we'll catch you on the next one!
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Michael Crump works at Vonage on the Developer Experiences team and is a coder, YouTuber, and frequent speaker of various .NET and cloud/communication development topics. He’s passionate about helping developers understand the benefits of each in a no-nonsense way.
