Company
Date Published
Author
Phil Bredeson
Word count
757
Language
English
Hacker News points
None

Summary

Twilio Conversations for Salesforce is a lightweight Salesforce Lightning Component that allows users to view conversations between customers and agents directly from the Salesforce Contact record, with proper security controls. This component is designed to work with Twilio Frontline and can be customized for organizational needs. To get started, users need a Salesforce Developer or Sandbox with System Administrator access, Salesforce SFDX CLI installed on their local machine, and a Twilio account. The package is an open-source project and can be found in the Github repository. Users must log into their Salesforce environment, install the package, create a Twilio API key, add Twilio credentials to their Salesforce environment, and add the Lightning component to the Contact Record page layout. Once installed, users can test the integration by creating a test contact with their phone number, logging into Frontline, starting a conversation with the test contact, and refreshing the Salesforce Contact Record to view the conversation.