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Replaced Pylon with SupportHog #18160
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@@ -15,7 +15,7 @@ As a general principle, we try to make sure as much customer communication as po | |
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| For existing customers, you'll sometimes send emails directly from <PrivateLink url="https://posthog.vitally-eu.io/">Vitally</PrivateLink>. To ensure these also make it to Salesforce, first look up your _Email to Salesforce Address_ from the [personal settings page](https://posthog.lightning.force.com/lightning/settings/personal/EmailToSalesforceUserSetup/home) in Salesforce, and then add it to your <PrivateLink url="https://posthog.vitally-eu.io/settings/profile/gmail">Vitally gmail settings</PrivateLink>. | ||
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| All Slack messages sync up with the corresponding account in Salesforce. We use [Pylon](https://app.usepylon.com) for this sync, so make sure Pylon is added to the customer Slack channel integrations and the channel is [linked to the Salesforce account](https://app.usepylon.com/integrations/salesforce?tab=account-mapping) properly for the sync to work smoothly. | ||
| All Slack messages sync up with the corresponding account in Salesforce. We use [SupportHog](/handbook/growth/sales/slack-channels) for this sync, so make sure SupportHog is [added to the customer Slack channel](/handbook/growth/sales/slack-channels) and the channel's name is recorded on the relevant Salesforce account record for the sync to work smoothly. | ||
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There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. I don't think this is how this works.
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There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. @tjcran can you help with how Slack <> Vitally/Salesforce/PostHog sync works at the moment?
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There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. @abhischekt can assist here too
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There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Hello! I'm already working on this in: PostHog/posthog#66974 in this current PR I'm focused on the aggregate stats that pylon sent to SFDC per: https://github.com/PostHog/posthog/pull/66974/changes#diff-ea9e087a5e10f2ff92bf65e3842a9098565c38709f69346877978128319fe5c9R32 Once this is shipped and running I'll figure out how to get the actual |
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| You are most likely to use the following regularly: | ||
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Don't know how specific we want to be -
It's not that SupportHog links to Salesforce. I actually think that Abe was looking at syncing all conversations.
Maybe worth mentioning here that you can go to conversations and view tickets from your accounts by filtering on your own name tag (will be ae_emaillocalpart or csm_emailloalpart)
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Going to leave this for now as I assume this will all change with the move to customer analytics anyway