We have the ability to sync messages that were sent out of ChurnZero (in-app announcements and plays) back to Salesforce into a custom object. In order for this to be done, the client must first create a new custom object in Salesforce with the below specifications.
When the message sync is turned on, all historical messages (email or announcement) sent out of ChurnZero will be passed to Salesforce, including the following information:
- Name of message (email subject or the first bit of the text from the announcement) Standard Field
- Delivery date Date/Time
- Contact Lookup
- Account Lookup
- User who sent Lookup
- Read (Y/N) Checkbox
- Clicked (Y/N) Checkbox
- Message Type (email or announcement) Picklist
- Source (play or manual) Picklist
- PlayName (if sent by play) Text (255)
- Admin fields
- Owner of the account
- Record created by (this will always be CZ’s user account)
- Last Modified by (this will always be CZ’s user account)
NOTE: The body of the message, including any threaded messages, will not be synced in any full or partial sync.
Below is how the object should be configured in Salesforce, including the API names of each field:
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If we want the messages to show up in account/contact "activities" instead of a custom object, would it work to simply include one of our "Email to Salesforce" addresses as a BCC?
Hi Amie,
Yes that is an option! You could create that email address as a ChurnZero user and then you can add them as a BCC to your plays or manual messages.
Can we retrieve the message into another 3rd party system some how?
We are displaying the messages in our own application as embeds, but with recent changes in the JS lib, those integration broke completely because of API changes.
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