Does live chat integrate with Salesforce?
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Does live chat integrate with Salesforce?
The Salesforce integration lets you create leads and contacts from chats, archives, and the Visitor section at a good clip. Easily search the Salesforce contacts directly from LiveChat as well as save chat transcripts as Cases or Objects in your Salesforce account.
Does Salesforce offer a chat feature?
Many Chat features are available in both Salesforce Classic and Lightning Experience. Continue customizing your Chat implementation by setting up chat conferencing, automated invitations, and more. Welcome to Chat for support supervisors! Chat makes it easy for your agents to support customers.
How do I set up chat in Salesforce?
Enable Chat
- From Setup, enter Chat Settings in the Quick Find box, then select Chat Settings.
- Select Enable Chat .
- Click Save.
How do I chat in Salesforce?
From Setup, enter Apps in the Quick Find box, then select Apps. Click Edit next to the name of the Salesforce console app in which you want to set up Chat. Select Include Chat in this App . Choose the records or pages that you want to open as subtabs of chat sessions in the chat workspace.
Does live agent integration with Salesforce?
LiveAgent has a Salesforce integration plugin available for customers. It can help you keep track of your customers, manage cases or add new leads.
Does slack integration with Salesforce?
Use Salesforce and Slack together to manage your sales pipeline or customer service more efficiently. The Salesforce app for Slack is available for all Salesforce Editions (except Salesforce Essentials) and supports Sales Cloud and Service Cloud on both the Lightning and Classic Experiences.
What is Salesforce chat called?
Salesforce Live Agent
Salesforce Chat (formerly Salesforce Live Agent) is a native Salesforce tool that enables the customer service team to communicate in real-time with your website users.
How do I create a chat queue in Salesforce?
Create a chat queue on Omni-Channel, select your chat team, and get the Embedded Service code snippet to add chat to your website. If you’ve already set up Chat in Salesforce Classic, or you’re setting up Chat for the first time with Sales Cloud, you can configure Chat manually.
How do I test chat in Salesforce?
To test the chat window from the agent’s perspective, log in to Salesforce as a Chat user with all the Chat support agent permissions.
- Open the Service Console app and use the Omni-Channel utility bar (at the bottom of the console if installed).
- Test the chat from your customer’s perspective.
What is live chat in Salesforce?
Salesforce Live Chat is an embeddable live chat support optimal for businesses with a limited support team. The system can be embedded in your applications or website, which enables your prospects and customers to communicate with your business on the web while currently on your app or site.
How do I test Chat in Salesforce?
What is the most exciting integration Salesforce could do with Slack?
Extend collaboration across sales and service Team members can send their records from Salesforce directly to Slack, choosing where and with whom they want to share information. Slack conversations can also be added to Salesforce records, so important messages regarding an account or a case can be viewed in Salesforce.