ATAR-4994 - Criação do flow de mensagem ativa Anotações

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Mon Sep 11 2023 12:56:22 GMT+0000 (Coordinated Universal Time)

Saved by @peron97 #html

Orientações sobre WhatsApp Mensagem Ativa:
-Configurar Canal do WhatsApp, espelhando Prod. C6 Bank - Assessoria Alta Renda(C6BankAssessoriaAltaRenda)
-Relacionar Canal do WhatsApp no Einstenios BOT (Einstenios bots -> MyBots -> Advisory -> (Canto superior esquerdo) -> Overviews -> dentro da página aba Connections - (ADD).
-Configurar Template de WPP. Messaging Templates -> assessoria_reinvestimento_automatico -> definir Texto cadastrado no QUIP.
-Cadastrar valores da Picklist: MessagingChannel__c e Template_Name__c.
- Mudar decision de entrada do flow. Utilizar o Type da oportunidade. Criar novo valor na picklist de Reinvestimento Automático.

- Criar novo campo no objeto MessagingNotification (Nome do contato = ContactName)__c
- Criando novo valor na picklist de TYPE da oportunidade (Reinvestimento automático)
- Criando novo campo no Objeto Messaging Notification (Vencimento dia da semana = WeekDayExpiration)

-----------------------------
  
  Em UAT após alterações estarem no ambiente, cadastrar Template (Messaging Templates) e Canal (Messaging Settings). Verificar também se o AinstenBot Advisor (Assessoria) , está configurado o Canal do whatsApp.
  
  REPRODUZIR ESSES AJUSTES EM PROD TAMBÉM.

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Atividades/Anotações Salesforce C6Bank

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ATAR-4994 - Criação do flow de mensagem ativa Anotações

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