Upgrade your Salesforce data with engagement insights information

Based on email and meeting communication Komiko enriches Salesforce with engagement insights information that allows to make you reporting and dashboards much more meaningful. As an example, adding last outbound and inbound dates to your pipeline report will allow you to easily determine the engagement dynamics. Have your team missed […]

Playbooks

1. Introduction Komiko recommends a set of playbooks for each account segment. These playbooks can be modified by changing targets, adding or removing items. When finalized, Komiko will compare each account to the target rules and generate call-to-action alerts when the rule is not compliant. Account segment definition should follow […]

Accounts Dashboard

1. Introduction Komiko helps Account Managers and Customer Success Managers to be on top of their accounts. It provides the following information: Health score Last interaction dates Other important information from the account like total opportunities amount, product usage metrics, etc. Recommended call-to-action (based on playbooks) Full visibility into all […]

Salesforce Activity Report – Based on Komiko’s data

Komiko automatically captures to Salesforce all emails and meetings that have been exchanged with your customers and prospects. Since it’s connected to the email source it can capture emails and meetings exchanged in the last 12 months or more. Based on this data you can build activity reports in Salesforce. […]

G-Suite – Setting up a Service Account

For Komiko to access a tenant’s G-suite data, the deployment service account must be granted domain-wide delegation privileges to the tenant’s G-suite domain by that domain’s admin. Thus, in Google impersonation model, the service account is owned by the vendor (e.g. Komiko), and access management is owned by the tenant.   Google domain admin uses […]

Updating Komiko’s meta data using an admin user

The following describes the way to update Salesforce with Komiko meta data using an admin user. There are 3 steps: Change the API user to a user with admin rights Apply the meta data changes Change the API user back to the original API user 1. Changing the API user […]

Adding Komiko’s Dashboard Tab to Salesforce

Here is the way to add Komiko’s dashboard tab to Salesforce classic UI. It includes 7 steps. Go to setup and find <Tab>. Click on Create Tabs. 2. Click on New web tab. 3. Select full page width 4. Name the tab e.g. Komiko. Then select Airplane color and change the […]