How to use Avochato Broadcasting for mass messaging on Salesforce List Views
List View Broadcasting allows Salesforce users to send mass Avochato messages to people selected in Salesforce Contact and Lead List Views. This gives Avochato customers the ability to mass messaging people based on the filtering capabilities of List Views based on Salesforce data.
List View Broadcasting is not supported for Salesforce Classic users
In order to use Avochato Broadcasting on List Views, you must setup your Avochato API Credentials first. Setup API credentials with one or more users using the Avochato API Credentials Datatable.
Take the following steps in order to setup mass messaging via Avochato Broadcasts to List View records. We'll use the Lead object for this setup, and the same steps can be applied for setting up the Contact Avochato Broadcast button.
Ensure default Avochato API Credentials have been setup, as specified in Section IV.A and IV.B above
Go to Setup → Object Manager → Lead → Search Layouts for Salesforce Classic
Within the List View layout, click the Edit action
In the Custom Buttons section, add the Avochato Broadcast to the Selected Buttons list
Repeat the same steps above for the Contact object in order to enable Avochato Broadcasting on Contact List Views.
Go into your normal Salesforce app, and go to the Leads tab
Select a list view that will serve as the baseline for selecting people to send messages to
The "Recently Viewed" list view doesn't allow custom buttons, and the Avochato Broadcast button will not show up. Choose any other list view to see the button.
From within the list view, checkmark the records you'd like to send an Avochato message to, then click on the Avochato Broadcast button (which may live in the additional buttons dropdown list on the far right of the list view button options)