We just updated our Salesforce App with several improvements to streamline team workflows, simplify configuration, and improve data accuracy.
Take advantage of pre-existing layouts, default values, and required fields to ensure the right data is available to work cases and use in your Salesforce workflows.
To use Salesforce case record types in Intercom, you need to enable access in your Salesforce app settings area. You can also first test the configuration using your Intercom test workspace and Salesforce sandbox. Additional information can be found in this help document.
We added a status that indicates the last time your Salesforce Account, Lead, and Contact data successfully synched with Intercom. This will help you to more easily monitor and troubleshoot potential issues with your Intercom and Salesforce configuration. Check the status in your Salesforce app settings area.
When possible, we use recently updated Intercom and Salesforce records to recommend the optimal field to map your Accounts in Salesforce with Companies in Intercom, making your configuration more accurate and easier to set up.
You can review or update your mapping settings here.
Check out the latest updates to Resolution Bot!
With four options to choose from, you can now customize the text of the quick reply buttons in Resolution Bot to tailor the experience to your audience
During a conversation, if Resolution Bot is asked the same question multiple times, it will now acknowledge that it is showing the same answer, easing frustrations among your customers
To learn more, visit the Help Center.
Need to send transactional messages to your customers? Intercom has you covered. With event- and schedule-based messaging, granular email subscription settings, and our new transactional email deliverability feature, you can ensure your customers always receive business-critical messages, including:
Unlike other tools, you’re not limited to email. So whether it’s in your app, via push—wherever—customers get the message right away.
To learn more, check out this article or this blog post.
Now starting outbound conversations from the Inbox–which lets you resolve complex issues faster–has even more functionality. Now you can:
To learn more, visit our help center.
Now you can create Resolution Bot answers with 25 additional languages to choose from. Resolution Bot is now available in: Arabic, Bosnian, Brazilian Portuguese, Bulgarian, Catalan, Croatian, Czech, Danish, Dutch, English, Estonian, Finnish, French, German, Greek, Hebrew, Hungarian, Indonesian, Italian, Latviski, Lithuanian, Norwegian, Polish, Portuguese, Romanian, Russian, Serbian, Slovenian, Spanish, Swedish, Turkish, Англи хэл (Mongolian)
To learn more, visit the Help Center.
With our new email deliverability report, you can now easily track your aggregate email deliverability rates over time. You can find this new report in the Customer Engagement reports section of Intercom.
