Subject: Yonyx Salesforce Package - More Updates
From: Yonyx Team <[email-masked]>
To: Ashish <[email-masked]>
Date: Tue, 9 Aug 2022 15:29:36 +0000
List-Id: 7c9d8327afe30e2ddeeb06ab5mc list <7c9d8327afe30e2ddeeb06ab5.252385.list-id.mcsv.net>

Yonyx Package listed on Salesforce App Exchange has been updated.

View this email in your browser (https://mailchi.mp/yonyx/call-zendesk-macros-from-yonyx-3474980?e=1c46a80945)

** YONYX SALESFORCE PACKAGE UPDATED
Additional capability added to an already powerful package!
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Dear Customer
We informed a few months ago, that Yonyx / Salesforce Package had been listed on Salesforce App Exchange (https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3u00000PsSm8EAF) . We are glad to inform you that this package has now been further enhanced and the latest release is capable of the following:
1. Work across multiple SF modules: Integrate Yonyx with various Salesforce modules
+ Sales Cloud
+ High Velocity Sales (HVS)
+ Service Cloud
2. Read/write data from Salesforce object fields, including standard objects and custom objects, and from "related" fields in such objects
+ Contacts
+ Leads
+ Account
+ Opportunity
+ Cases
+ etc.
3. Follow the User: A Yonyx Guide included within a SF object (say Account, or Lead) can now maintain state, as the user moves across various SF objects (e.g. Opportunity, Case, Contact etc.) while interacting with the customer. This means that if the first three steps through the guide were traversed when the Agent was on, say, Account object, when the Agent hops over within SF to say, the Lead object, the Yonyx script embedded within this object will automatically be on step #4. If after going through Step 4 and 5 from within the Lead object, Agent moves to look at a Case for the customer - the same Yonyx Guide will be on Step #6 in the Case object. Any data captured or updated by the Agent in any of the steps while going through the Yonyx Guide will get updated in SF.
4. Create a SF object: Yonyx package can now be configured to create a SF object and write data to it. E.g. if the transcript of the path traversed should be written to a newly created Task - Yonyx package can now create such an object.
5. Call Web Service: Guide authors can now insert "call-web-service" command in any guidance step in Yonyx Guides. While installing the package, Salesforce Admins can:
1. Configure parameters to be passed to the web service
2. Configure expected return values
3. Map parameters and return values to corresponding Yonyx Placeholders
4. Example use cases:
1. Check customer’s warranty status & auto-traverse based on result.
2. Check product inventory for a part number & auto-traverse based on result.
3. Check customer’s shipping status & auto-traverse based on result.
4. Check customer’s credit rating & auto-traverse based on result.
6. Write-to-CRM from any step: Guide Authors can now insert "write-to-crm" in any guidance step of a Yonyx Guide. With this change, you no longer have to rely on an Agent having to click on the "Done" link to write back to Salesforce, all data captured during the journey through the Yonyx Guide.

https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3u00000PsSm8EAF
If you have questions, or would like to see a demo of this integration, Please click here (https://calendly.com/yonyx/yonyx-data-connector)  to schedule a meeting.

Thank You!
Team Yonyx
http://corp.yonyx.com (http://corp.yonyx.com/)
Links:
Read customer reviews (https://www.capterra.com/p/130406/AGI-Self-Service/reviews/)
Write a Review of Yonyx (https://reviews.capterra.com/new/225031/dd52173c-8cb5-4371-b81d-791b1a68d98a?lang=en)

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