Avochato for Salesforce - Quickstart Guide
Start using Avochato for Salesforce.
This guide walks you through installing, configuring, and purchasing Avochato for Salesforce, so your team can start messaging customers directly from your Salesforce org.
What is Avochato for Salesforce?
Avochato for Salesforce brings business messaging into your Salesforce environment. Key capabilities include a shared team inbox, keywords, surveys, campaigns, and analytics, along with unlimited activity syncing with Salesforce. You can send messages from any record, the Avochato tab, the utility bar, or via list view broadcasts, and automate workflows with clicks or code. Supported channels include SMS, MMS, Live Chat, WhatsApp, and RCS. For complete details, see the full list of features.
Installing from the AppExchange
- Visit the Avochato for Salesforce listing on the Salesforce AppExchange.
- Log in using your Salesforce Production org credentials. Note that Trailhead credentials are separate and will not work for installation.
- Click Get It Now to install the package into a Production or Sandbox org.
Installation begins a 14-day free trial of Avochato for Salesforce, giving you full access to explore how the messaging solution works within your Salesforce environment.
Tip: During installation, select Install for All Users to ensure all users are set up correctly from the start.
Setup in Four Steps
If you haven't signed up for Avochato yet, visit www.avochato.com to start a free trial and claim your account name and phone number.
Once the package is installed in your org, open the Avochato Setup Tab. From there, assign the appropriate permissions to your users and adjust settings to enable Avochato functionality across your Salesforce org.
To sync message activity to Salesforce automatically — including automatic record creation for Leads or other Salesforce objects — go to your Avochato Integrations page and click Connect Production (or Connect Sandbox if you're testing in a sandbox environment). Accept the OAuth request to complete the connection. Afterward, click Settings to explore the available configuration options and tailor the sync to your org.
Important: The Salesforce user logged in when the connection is established becomes the integration user for the Avochato-to-Salesforce sync. Any contacts or leads created in Salesforce, and any synced activity that doesn't match an existing Salesforce user, will default to this user as the record owner.
Add Avochato wherever your team works:
- Lightning pages: Edit any Lightning page and add the Avochato custom component. The narrow column layout is the most common placement.
- Utility bar: Add Avochato to the utility bar of your preferred Salesforce app to access your inbox from anywhere in Salesforce.
- Chrome extension: Install the Avochato Chrome extension to use the side panel throughout Salesforce and the web.
Purchasing Avochato for Salesforce
When you're ready to purchase after the trial, return to the AppExchange listing, where the Get It Now button will display Buy Now. You can also use this direct link to purchase seats for Avochato for Salesforce. Follow the prompts to select the number of seats and complete your purchase. For post-trial setup guidance, refer to the onboarding guide.
Understanding Licenses and Seats
The terms license and seat are used interchangeably. Here's how licensing works:
- One license grants a single Salesforce user access to Avochato for Salesforce, including the component, tab, and list view broadcasting. This is typically assigned to the Admin or integration user responsible for the activity sync between Avochato and Salesforce.
- Additional licenses extend the same access to each additional Salesforce user. Any user who needs to access Avochato directly within Salesforce requires a license.
Note: Unlimited activity syncing and automation via Flow or Process Builder can be achieved with a single license. If your goal is simply to keep Salesforce leads and contacts updated with messaging activity from Avochato, one license is sufficient.
Additional Resources
- Full feature list - a complete overview of Avochato for Salesforce capabilities.
- Installation guide - step-by-step technical documentation covering these steps and more.
- Avochato for Chrome - ideal for teams working primarily in the Chrome browser.
- Avochato for Salesforce FAQs - a thorough troubleshooting resource.