Setting up Channel-Object Linking in Salesforce for SMS Channel

Channel-Object Linking in SalesforceCreate rules to quickly link channel interactions to objects such as contacts. You can fine-tune these rules so that linking happens automatically, or so that your agents are prompted with suggested records. Linking occurs from within the Lightning console. 1. Go to Channel-Object Linking Salesforce setup. 2. Enable Channel-Object Linking and click … Continue reading Setting up Channel-Object Linking in Salesforce for SMS Channel