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Hearsay | Embedded Relate

By Hearsay Systems

Compliant text messaging right in Salesforce.

Paid Add-On Required  

Payment required for external services or products

Industries
Financial Services
Business Need
Productivity
Chat & Web Conferencing
Requires
Sales Cloud
Compatible With
Sales Cloud
Service Cloud
Financial Services Cloud

Hearsay enriches Salesforce with embedded, compliant texting and powerful workflows to drive personalized customer experiences. Our asynchronous, persistent texting solution integrates with Salesforce to automatically capture critical customer activity.

  • Watch: Embed compliant texting anywhere within Salesforce

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Financial Services Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials

App Details

Version
HearsayForSalesforce/Hearsay for Salesforce 4.43.0
Listed On
04/29/2021
Latest Release
04/21/2026
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Person Accounts
Managed Package
Lightning App Builder
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 13
Custom Tabs: 3
Custom Apps: 1
Lightning Components
Global: 11
App Builder: 3
Community Builder: 0
Languages
English
French
German
Italian
Portuguese
Spanish

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
4.1.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
06/13/2024

Additional Details

Supporting both employee-owned (BYOD) and company-issued mobile devices, Hearsay empowers tens of thousands of sales reps and relationship managers to engage with customers on modern channels through text messaging and mobile calling. By leveraging Hearsay’s persistent texting capabilities, firms in high-touch industries like financial services can better equip their field to engage and service customers while adhering to the regulatory and brand care standards. Embedded Relate for Salesforce optimizes field efficiency and the client experience with compliant 1:1 texting right within Salesforce. Hearsay enriches your CRM to provide full context into critical customer and prospect relationships, while also unlocking value-add capabilities like integration with Salesforce workflows - including Lightning Flows, Tasks, Action Plans and Journeys - and embedding Hearsay communication solutions within the Salesforce user interface. Hearsay’s Managed Package works seamlessly across Salesforce Clouds, including Sales Cloud, Service Cloud, Financial Services Cloud and Marketing Cloud.

Need help?

Hearsay Systems

2261 Market Street, Suite 5397

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