Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
Yobi
Seamless communication with your clients via phone, SMS and social media.
Overview
Yobi is the business phone app that you share with your team so you never again miss important texts, calls, or direct messages from your social media accounts. By having a second phone number you don't need to worry about missed opportunities.
Sync all Salesforce and Yobi contact activity and conversations
Bring all your business channels together with Twitter, Instagram, and Facebook Messenger
1. Bulk Sync: Sync all contacts of the org into Yobi 2. Create Contact: if you create a contact in Salesforce, it will be created in Yobi 3. Update: if you update a contact in Salesforce, that contact will also be updated in yobi 4. Delete: If You delete a contact record from Salesforce, it will be deleted from the Yobi 5. Call: When you make a call in Yobi, a task will be created in salesforce with a call recording link in the comment. All call details can be accessible from the Task object or we can see only calls related to specific records by checking the activity component on the record page. 6. Message: All messages sent from Yobi can be synced into the salesforce Conversation Object.
Categories
- Business Needs
- Collaboration
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Community BuilderReady to use in the Salesforce Community Builder.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyCommunity BuilderManaged Package