Quick Integration Between Facebook Messenger and Salesforce : Algoworks

Quick Integration Between Facebook Messenger and Salesforce
by: Algoworks
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Integrating your Salesforce with Facebook messenger can change your business equation with the customers. With more than two billion active users on Facebook, the social media platform has proved its mettle for business. From running advertisement campaigns to providing the platform to connect with the consumers.

More than 150,000 companies around the globe are using Salesforce to grow their revenue and success. The Salesforce is designed to help businesses increase revenue, provide solutions to consumers, and help in doubling the return on investment, making the platform famous among businesses.

What is Salesforce?

The leading customer relationship management platform helps businesses in increasing sales, and streamlining marketing, and supports teams in working together to achieve the goal. Salesforce provides a 360-degree approach in offering tools to help connect businesses with consumers on different spectrums. The CRM platform provides the ultimate solution for businesses in marketing, sales, commerce, customer service and application-building domain.

With Salesforce, businesses can easily find quality leads and qualify them. The Salesforce CRM supports various messaging channels of different platforms. From iOS to Instagram, Twitter and such, all the messaging applications are supported by Salesforce.

The number one integrated platform offers a smooth user interface and lets the business implement the strategies and tools quickly and provides a high return on investment. You can use Salesforce for -

1. Personalized marketing
2. Generating more qualified leads
3. Delivering quality services to the consumers
4. Enhanced consumer experience
5. Tools to build advanced custom applications

dont miss out iconDon't forget to check out: Introduction To Salesforce Integration

Benefits of Messenger Integration

Before planning to integrate Facebook Messenger into your Salesforce, you should know about the benefits as well. Here are the most important benefits you will receive upon the integration-

a. Send personalized messages to your consumers

One of the ways to attract the consumer and keep them hooked is to send them personalized messages as per their preferences. Upon integration, you can easily send the messages as per your services and create a sense of awareness among your consumer base. Sending the right message will strike the right chord with people and will help the business generate high-quality potential leads.

b. Opportunity to interact via multi-channels

Upon integration, you will get to connect with your consumers via a different medium apart from the regular SMS or mail. Currently, maximum people use social media platforms to connect with businesses and such and so having an interactive presence on Facebook along with the messenger will help your business as well.

c. Integration will help your business efficiency

You can create custom workflows, which will help the business agents increase their efficiency by a minimum of 30%. Enabling communication helps agents to provide resolutions to the consumers easily and also makes it easy for consumers to connect with the brand.

How to Integrate Facebook Messenger?

Adding Facebook messenger to your Salesforce CRM platform will equip your business to connect with consumers in the best way possible. With this integration, the business agents can respond or connect with the consumers directly via service console as they can access the various digital engagement benefits on the go.

You can easily use omnichannel, the routing tool of Salesforce, to set up how consumers’ messages are addressed. You can divert the route to the bots, agents, or to any third party. Here’s how you can integrate your Salesforce platform with Facebook Messenger to connect with your consumers provide them with real-time solutions and increase your productivity.

Before beginning, set up a Facebook account, username and a strong password to ensure privacy and data safety. Now verify your Facebook page to enable messenger, and make sure that you are the administrator to control the page.

Here are the steps for you to follow

1. In the Quick Find box, enter Messaging

2. Click on the message settings

3. Select the New Channel in the channels section

4. Select a Facebook messenger

5. Select start

6. Select Authenticate Facebook

7. Enter your username and password

8. Click on the page to integrate (you can only select one page at a time)

9. Select next

10. Open the chat acknowledgement option

11. Write the message that will be sent to sent to the consumer in response

12. Open object linking section, you can link the messaging section to the contact record

13. Select next

14. If you want to set the omnichannel to re-route the message to agents, bots or third-party, you will have to make a new queue

15. Now re-route the configuration and follow these steps-

  • Create a new queue
  • Create new configuration
  • Distribute the agent workload
  • Tap on done

16. Click on finish once you are done.

dont miss out iconCheck out another amazing blog by Algoworks here: Where is Salesforce DevOps Heading? Is it the Future, and if so How?

Wrapping Up

Now your Facebook messenger has successfully integrated with Salesforce and you can use it as per your business requirements. However, by this method, you can only set up a single Facebook page. If you want to set up more than one Facebook page, you will have to repeat the set-up flow and select the page again.

About Us: Algoworks is a B2B IT firm providing end-to-end product development services. Operating chiefly from its California office, Algoworks is reputed for its partnership with Fortune 500 companies such as Amazon, Dell, Salesforce, and Microsoft. The company’s key Salesforce Services include Salesforce Marketing Cloud, Salesforce Experience Cloud, AppExchange Apps, Salesforce Consulting Services etc. For more information, contact us here.

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July 22, 2022 at 11:55PM
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