Anthony Wong
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Articles
Recent activity by Anthony Wong-
Setting up the Sharpen CTI in Salesforce
IntroductionSalesforce allows organizations to integrate telephony systems using the Call Center feature. This guide walks you through the process of creating a Call Center in Salesforce and upload...
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Duplicating Logic+ Flow(s)
OverviewDuplicating a Logic+ flow is a straightforward process that involves copying and pasting the JSON body of the existing flow. If you already have the JSON, you can proceed directly to the cr...
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Update Salesforce Records
IntroductionIntegrating Salesforce with external systems via API operations is crucial for maintaining accurate and up-to-date data. This guide provides a detailed walkthrough on how to update exis...
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Managing SFDC Token
OverviewThis document outlines a Logic+ template for token management in the Sharpen system. The template, which can be implemented via JSON import, establishes a standardized process for:Retrievin...
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Salesforce Object Names for API Data Mapping
ObjectiveThis document provides guidance on identifying custom or standard object names in Salesforce. These object names are essential for performing API operations such as lookups, updates, and c...
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Initial Salesforce Integration Configuration
ObjectiveSetting up an integration in Logic+ for Salesforce begins with configuring the integration page, which serves as the foundation for connecting to an external API. This page is essential as...
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Create Salesforce Records
IntroductionIntegrating Salesforce with external systems through API operations is essential for automating workflows and ensuring seamless data management. This guide provides a comprehensive over...
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Salesforce Record Lookups
IntroductionEfficient data retrieval is essential for seamless Salesforce integration, and API-based lookups play a key role in this process. This guide explores how to perform Salesforce record lo...
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Integrating into Salesforce Using Logic+
IntroductionSalesforce is a cloud-based customer relationship management (CRM) platform designed to help businesses optimize sales, marketing, customer service, and operational processes. With a co...
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10DLC Messaging and Registration
SMS and MMS are powerful tools when engaging with your customers, providing a direct and efficient communication method allowing you to reach out with important information. Text messaging allows b...