Engagement
The Alcméon for Salesforce does not create the alcmeon__Engagement__c
custom objects nor make API calls to detect when these objects are created. First, this object must be created manually or via a specific integration process, including specifying the necessary sender and recipient IDs, and linked to a Case. Once an engagement message is successfully sent using the Engagement Page in the Conversation widget displayed within this Case, the package will automatically update the alcmeon__Engagement__c
object accordingly with relevant sending information.
👤 The
Salesforce administrator
is responsible for effectively managing standard Salesforce objects, such asCases
, through each stage of thealcmeon__Engagement__c
object lifecycle.
The alcmeon__Engagement__c
custom object contains the following fields:
Field label | API name | Data type | Field required | From version | Description |
---|---|---|---|---|---|
Alcmeon Conversation |
alcmeon__Conversation__c
|
Lookup(alcmeon__Conversation__c)
|
No | 5.34 | ID of the Alcmeon Conversation initiated from the engagement, if existing. |
Alcmeon Engagement Id |
Name
|
Auto Number
|
Yes | 5.34 | Auto increment ID. |
Case |
alcmeon__Case__c
|
Lookup(Case)
|
No | 5.34 |
ID of the parent Case from which the engagement is initiated.
Important Note: This field isn’t populated automatically by the Alcméon for Salesforce package; it must be manually populated by the process responsible for creating the Engagement object. |
Created By |
CreatedById
|
Lookup(User)
|
Yes | 5.34 | ID of the Salesforce User who created the Engagement object. |
Language |
alcmeon__Language_locale__c
|
Text(10)
|
No | 5.34 | Locale specifying the language in which the engagement message has been sent. |
Last Modified By | LastModifiedById
|
Lookup(User)
|
Yes | 5.34 | ID of the Salesforce User who modified the object for the last time. |
Message Content |
alcmeon__Message_Content__c
|
Rich Text Area(131072)
|
No | 5.34 | The content of the message used to engage with the recipient. |
Message Send Error |
alcmeon__Message_Send_Error__c
|
Long Text Area(131072)
|
No | 5.34 | Stores error information when the engagement message fails to send. This includes both synchronous errors (detected immediately during the send operation) and asynchronous errors (identified later in the process). |
Message Status |
alcmeon__Message_Status__c
|
Text(50)
|
No | 5.42 |
Represents the current status of the engagement message sent to the recipient.
Possible values include:
|
Owner |
OwnerId
|
Lookup(User,Group)
|
Yes | 5.34 | Salesforce owner ID of the object. |
Recipient Id |
alcmeon__Recipient_Id__c
|
Long Text Area(32768)
|
No | 5.34 |
A JSON string containing a key-value pair that represents the external ID
of the social media user who has given consent to receive messages,
when the Alcmeon Engagement page is displayed within the Alcmeon Conversation widget.
Important Note: This field must be manually populated by the process that creates the Engagement object; otherwise, the engagement message cannot be sent. Supported keys are:
|
Recipient Name |
alcmeon__Recipient_Name__c
|
Text(255)
|
No | 5.34 | Name of the social media user who has given consent to receive messages. |
Sender Email |
alcmeon__Sender_Email__c
|
Text(255)
|
No | 5.34 | Email of the advisor who sent the message to engage the recipient. |
Sender Id |
alcmeon__Sender_Id__c
|
Long Text Area(32768)
|
No | 5.34 |
A JSON string containing a key-value pair that represents the external ID of
the social media account used to engage with the recipient,
when the Alcmeon Engagement page is displayed within the Alcmeon Conversation widget.
Important Note: This field must be manually populated by the process that creates the Engagement object; otherwise, the engagement message cannot be sent. Supported keys are:
|
Sent At |
alcmeon__Sent_At__c
|
Date/Time
|
No | 5.34 | Approximate date and time the message was sent to engage the recipient (UTC). |
Social Media Account |
alcmeon__Social_Media_Account__c
|
Text(255)
|
No | 5.34 | The name of the social media account used to engage with the recipient. |
Social Media Type |
alcmeon__Social_Media_Type__c
|
Text(255)
|
No | 5.34 |
The type of the social media account used to engage with the recipient.
Example:
|
Template Name |
alcmeon__Template_Name__c
|
Text(255)
|
No | 5.34 | The name of the template message used to engage with the recipient, if applicable. Note that some social networks also allow sending free-text messages to users instead of a predefined template. |
Updated 6 days ago