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Prerequisites for Salesforce Integration

Ensure that the following prerequisites are in place before you start with the integration.Sprinklr RequirementsSprinklr Service Care must be enabled and configured.Salesforce Webhooks must be configured within Sprinklr.A Sprinklr Global Admin user is required for authentication and authorization.Sa

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Prerequisites

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Edit custom field values

In this article, we will cover the steps to edit values for exisitng custom fields.​Impact of Editing custom field values​You can edit and update existing values in a custom field without breaking its connection with previous tags, filtering, etc. The updated values are reflected within the third pa

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Custom Fields

Ice Breakers

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Custom Fields

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Marketplace Permissions

Before installing the Salesforce Connector, you must configure the necessary permissions to grant users appropriate access to the Sprinklr Marketplace. 1. Navigate to 'All Settings' From the Sprinklr Launchpad, go to All Settings. In the Platform Settings window, choose either: Workspace R

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Prerequisites

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Manage Tiered Approvals

The Tiered Approval section of Governance has to do with Publishing (or Paid if applicable) content from the brand’s accounts. By creating a tiered approval you are creating an approval path that a message has to go through before getting published. Once you have added an approval path within Sprink

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enable tiered approvals

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disable tiered approvals

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Tiered Approval

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X (formerly Twitter) Account Insights

You can leverage X insights to learn more about overall trends across your followers and understand how your content is performing with your audience. You can also view insights for specific posts, stories, and videos that you've created to see how each one performed and how people engaged with

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Report on X activities

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Add a Status

Click the New Tab icon  and select Settings under the Social Core Cloud.   Next, click Status.   In the upper right corner, click Add Status.   Enter a Status Name and a Display Name.   Select

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statuses

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User Management

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Engage with Direct Messages from TikTok Company Accounts to Profiles

IntroductionSprinklr enables brands to engage with direct messages (DMs) received from TikTok profiles. While TikTok Business Accounts cannot initiate conversations, they can reply to DMs sent by individual TikTok users. This feature supports efficient community engagement within Sprinklr’s Engageme

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Engagement in TikTok

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Create and use Research Queries

Learn how to create Research Queries and expand your Quick Search analysis.What is a Research Query?Research Queries are the primary entities that can be used in a Research Explorer dashboard. You can create a Research Query to save your quick search analysis and revisit it anytime using Research Qu

Research Queries

Research Query Dashboard

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How to use Quick Search?

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What are Announcements?

Announcements help in one-to-many conversations by making it quick and easy. A supervisor sends an update to all the agents with just a few clicks - making the flow of information very smooth and efficient. Along with sending the announcement, supervisors also view status of the announcement which t

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Announcements

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Confidential Messages

OverviewIf your marketing campaign includes sensitive content, you might want to restrict access and visibility for such Messages. For example, you may not want confidential or sensitive product information becoming available to people outside the product team, before launch. In such a scenario, you

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Content Creation

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Title widget

The Title widget is a visualization widget that displays a title or heading for a specific section or page of the dashboard. It is typically used to provide context and information about the data being presented on the dashboard.A Title widget can be placed at the top of a dashboard page or section

Title Widget

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Types of Widgets

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Text widget

The Text widget is a visualization widget that simply displays formatted text in a textbox form.The widget provides various standard formatting functionalities, including text formatting, Fonts, and the option to insert an image. It can be used to display a message or note on the dashboard.To create

Text Widget

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Types of Widgets

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Chinese Source Upgrade

Sprinklr has partnered with one of China’s leading data vendors to fetch data from channels like Xiaohongshu and Kuaishou. These are some of the most popular apps that are used in China for sharing user-generated content in the form of videos, pictures, or text. This data will now be available to cl

Midu

China Midu

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Sina Weibo

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Twilio Porting

Porting is the transfer of a phone number between two telephone service providers on behalf of an end-user. The process involves providing the right documentation to prove ownership of the number as well as coordination between the existing provider and the new provider with regard to the number

service channels - voice

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Twilio Porting

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Certificate Based Token Generation

This guide will walk you through the process of creating an access token using the JWT (JSON Web Token). This is a certificate-based token generation approach that eliminates the need to store any token while ensuring secure authentication and information exchange. This process involves using a JWT

JWT API Authentication

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Security

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Onboarding Module

The onboarding module provides a guided tour of the key Listening functionalities within the Social Listening Persona App. During the tour, first-time users will be taken through the following pages – Quick SearchTopicsThemes Listening DashboardsAlerts & Reports, andAdvanced AI capabilities like

Listening Persona App

Onboarding Module

Social Listening

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Onboarding Module

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Manage Location Hierarchies

Location Hierarchies allow you to organize your business locations into nested levels, where you can view information that is organized in layers. Location Hierarchies not only let you track the performance of brand locations but also can track the competition using competitor hierarchies.From the L

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Competitor Benchmarking

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Tasks in Production Dashboard

In this article, you will learn about the task view in Production Dashboard and the action you can take on tasks from the production dashboard.Note: With the addition of 'Request ID' as a grouping field within the Production Dashboard, you can conveniently track and manage tasks associated

Task

Production Dashboard

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Overview

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Linkedin Media Guidelines

When uploading media content and publishing through Sprinklr, there are channel-specific requirements and recommendations to consider. Below, you will find the optimal specifications for images and videos supported in Linkedin. Linkedin Media GuidelinesEntitiesGuidelinesVideo GuidelinesFormatPNG, JP

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Getting started

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Create a Telegram Column

After the Telegram Bot account is added in Sprinklr, you will be able to pull in all your native conversations and reply on the same. In the Engagement Dashboard, Sprinklr offers different column types for Telegram that can be added to the dashboard.Before You BeginBefore you can add the Telegram co

Create a Telegram Column

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Telegram