Natterbox is integrated with Salesforce and creates records that might need to interact with other data in Salesforce (using Salesforce flows). This section collects advanced guides that go beyond standard configuration, showing more advanced ways of using Natterbox and Salesforce together.
Who these guides are for
The guides in this section assume you are comfortable administering Salesforce and building automations. You are likely to have the right skillset if you have:
Experience working as a Salesforce administrator.
A Salesforce Administrator Certification.
A good working knowledge of Salesforce reporting and dashboards.
Confidence building and testing Salesforce Flows.
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Note: Natterbox does not provide Salesforce training or implementation. The Natterbox team can advise on how to interact with Natterbox objects and fields, but you own the Salesforce build itself. For Salesforce education, use Salesforce Trailhead or contact a Salesforce implementation partner.
What you will find here
Here are some examples of the guides in this section:
Triggering Salesforce Flows and automations from Natterbox records.
Pushing AI and call data onto related Salesforce records.
Using custom objects to control routing behaviour.
Building reports that answer specific business questions.
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Warning: As these are advanced solutions, they are not included in the standard Natterbox offering, and their configuration remains entirely the responsibility of your organisation.