Avochato ⇒ Salesforce custom fields sync

You can sync any Avochato custom field data into Salesforce custom fields.

Go into Avochato → Settings → Custom Fields to see a list of your Avochato custom fields, as well as to add new custom fields.

 

Once an Avochato custom field has been created, select the checkbox to sync the data over to the Salesforce record, and specify the exact Salesforce custom field API name to sync to:

Once this link is established, that Avochato data will sync over to the Salesforce record. You can set up as many custom field connection as you like!

Packaged field syncing

Avochato for Salesforce provides several fields as part of the package that automatically sync data from Avochato to Salesforce. The Avochato permission sets already setup field-level visibility so that Avo4SF users in Salesforce should be able to see the synced data.

Task Field Syncing

We sync several pieces of data to the SFDC Task activity anytime messages, calls, or conversations are transcribed. The data synced over is aligned with the data you would expect from the Avochato API - Send Message API endpoint.

Below is a list of the data synced over to Avochato generated task activities:

SFDC Standard Object Field Syncing

Below is a list of all the fields provided in the standard Avochato for Salesforce data sync, listed in the format Field Label (Field API Name) - Field Type:

Contact

SMS Opt Out (Avochato__SMS_Opt_Out__c) – Checkbox

Avochato Tags (Avochato__Tags__c) – Text

Avochato Conversation URL (Avochato__Conversation_URL__c) - URL

Avochato Subdomain (Avochato__Subdomain__c) - Text

Avochato Contact Id (Avochato__Contact_Id__c) - Text

Created by Avochato (Avochato__Created_by_Avochato__c) - Checkbox

Lead

SMS Opt Out (Avochato__SMS_Opt_Out__c) – Checkbox

Avochato Tags (Avochato__Tags__c) – Text

Avochato Conversation URL (Avochato__Conversation_URL__c) - URL

Avochato Subdomain (Avochato__Subdomain__c) - Text

Avochato Contact Id (Avochato__Contact_Id__c) - Text

Created by Avochato (Avochato__Created_by_Avochato__c) - Checkbox

Case

Avochato Tags (Avochato__Tags__c) – Text

Avochato Ticket Id (Avochato__Ticket_Id__c) – Text

1. SMS Opt Out

Anytime an Avochato Contact has opted out of SMS communications (whether via a “STOP” reply or manually marked within the Avochato contact), that is synced over to the Contact/Lead’s SMS Opt Out field.

There is also an option in the data sync settings to sync the opt out to a custom field in your Salesforce org:

2. Avochato Tags

Avochato contacts can be marked with relevant tags to help categorize the nature of the contact or conversation. Those tags automatically sync over to the associated Salesforce Lead, Contact or Case, as per your Salesforce Settings preferences in Avochato.

If you’re syncing Avochato to a Salesforce object other than a Lead, Contact or Case, whether it is a standard or custom object, you can create your own custom field called Avochato_Tags__c on the custom object, and that tag data will sync over as expected! See the Custom field syncing section for instructions on how to create this field.

3. Avochato Ticket Id

When using the Sync to Salesforce Cases setting, this Avochato Ticket Id field tracks which Avochato conversation is associated with the current case. This is tracked in the background to ensure the Avo4SF component brings up the correct Avochato conversation when viewing a Salesforce case

4. Avochato Conversation URL

A simple link to the Avochato conversation, and can be used as a unique identifier for the conversation that it’s associated with.

5. Avochato Subdomain

Also known as the Avochato Account or Avochato Inbox, the Avochato Subdomain stores the inbox that the conversation is associated with. This is particularly helpful when you have multiple inboxes in use across your team, and being able to identify which inbox this conversation came from.

6. Avochato Contact ID

This represents the Avochato Contact Id, which can be used to query and update the Avochato Contact using the Avochato API.

7. Created by Avochato

This is a checkbox that is automatically marked true anytime the Avo4SF integration is responsible for creating the SF record.

For custom objects, you can create your own Created_by_Avochato__c checkbox field to automatically capture this information

Custom field syncing

Whichever object that Avochato syncs record to in Salesforce, you can add a few other custom fields to Salesforce in order to capture more information about the particular Avochato conversation & contact, like the Avochato account / inbox that had the most recent conversation, the Avochato Contact Id, and the URL link to the Avochato conversation.

To get started, first check your Avochato Salesforce settings in the Object Type section, which will specify the Salesforce object sync settings.

When “Default” is selected, it syncs to Salesforce Contacts and Leads, matching by phone number, but you may sync data and activities directly to an Account, Opportunity, or any other Salesforce object. See more advanced setup details in this Data Syncing & Custom Object Support article.

Within Salesforce, go to Setup → Object Manager and select that Salesforce Object Avochato is syncing to.

Below are the supported custom fields you can sync data over to:

1. Avochato (Avochato__c) – URL

2. Avochato Subdomain (Avochato_Subdomain__c) – Text(80)

3. Avochato Contact Id (Avochato_Contact_Id__c) – Text(20)

4. Avochato Tags (Avochato_Tags__c) – Text(255), or Long Text Area if you need to save a long list of tags

5. Created by Avochato (Created_by_Avochato__c) - Checkbox

Create them with the field API name specified in parentheses and make sure they are visible to the appropriate SFDC profiles, and then they just work!

If you’re new to creating Salesforce custom fields, watch this video from Salesforce to see a nice tutorial from start to finish.