Step 1: Click on Settings icon on the side-bar and click on Settings tab on the window at the right-hand side Step 2: Click on + icon to add a channel. Enable the channel and select the settings accordingly. Step 3: Add mailboxes for the new channel Step 4: Make […]
Get InboxAI pipeline insights
Reviewing opportunities in 1:1s or during pipeline review meetings are highly based on the subjective input provided by the opportunity owner. Not any more. With InboxAI you can win more deals based on data driven metrics. ZoomInfo InboxAI (formerly Komiko) adds engagement insights information into Salesforce objects so you can […]
Playbooks x – Operators and Functions – including examples
Here are the operators and functions available for building playbook expressions. It is organized by the following: Math Operators Logical Operators Date and Time Functions Math Operators + (Add) – Calculates the sum of two values. – (Subtract) – Calculates the difference of two values. * (Multiply) – Multiplies its […]
ZoomInfo InboxAI’s Playbooks – Questionnaire
The following article aims at helping teams to define playbooks through a set of questions. As described in ZoomInfo InboxAI’s playbooks – concepts article there are three sections that need to be addressed. Scope Metrics Action 1. Scope related questions Questions that help identify the segment of accounts and/or opportunities […]
Adding ZoomInfo InboxAI’s Lightning component to Salesforce using Aura
The following describes the way to add the ZoomInfo InboxAI (formerly Komiko’s) lightning component wrapped in a native Salesforce lightning Aura. Thanks to Oded Harniv for helping us put it together. 1. Add the code to Salesforce Start by navigating to Salesforce developer’s console. Click on Lightning component. Give it […]
ZoomInfo InboxAI’s Playbooks – Concepts
Different people define playbooks differently. So let us start from a definition of what are ZoomInfo InboxAI (formerly Komiko’s) playbooks. ZoomInfo InboxAI‘s playbooks allow you to define a set of metrics that are important for keeping your accounts and opportunities healthy and improving your win rate. Examples include: When a […]
Activity data
ZoomInfo InboxAI (formerly Komiko) is posting activity (email and meetings) data to Salesforce. This data can be used to build Salesforce native reports that show the number of emails sent/received, number of meetings, per person, per time period, etc. Salesforce activities objects and also the Email object do not support […]
Rolling up contract end date to the account level – example
Here are the steps required to roll up contract end date to the account level. The following is using Rollup helper which allows you to roll up content for related objects. Rollup helper is using standard Salesforce technologies e.g. APEX classes and APEX Triggers to roll up info either instantly […]
ZoomInfo InboxAI Installation – Meta Data Changes in Salesforce
Following is a list of custom fields and custom objects that are added to Salesforce as part of ZoomInfo InboxAI ( formerly Komiko’s) installation. ZoomInfo InboxAI is a certified Salesforce app that is using Salesforce standard API interface to add to the meta data. Please note that even though Komiko’s […]
Register to ZoomInfo InboxAI
Navigate to ZoomInfo InboxAI’s registration page https://www.inboxai.zoominfo.com/account/register For Gmail Click the Google Account and get the Google pop-up window request to allow access to your mailbox. Click <Allow> For Microsoft Office 365 Click the <Sign up with Office 365> and get the Office 365 screen requesting to sign in to […]