How does Salesforce chat with an expert work?
How it works? A Salesforce user logs in Omni-Channel in Service Console and at the same time a visitor clicks on ' Chat with an expert ' on website.
How do I customize embedded chat?
Embedded Chat can be customized across several chat stages, for example, the Start, End and Clear or the Bootstrap APIs.
What's new with Salesforce Salesforce?
Salesforce will offer a new native real-time chat and video experience integrated into our platform that is powered by Amazon Chime. Zoom will also be offered as an out-of-the-box integration so that organizations can leverage their video conference technology of choice.
What is Salesforce anywhere and how does it work?
With Salesforce Anywhere, a sales rep can change a deal status in Salesforce, immediately notifying the rest of her account team, who can then respond in a click to offer her support on next steps. It is simple, fast and seamlessly a part of the team’s workflow within their CRM, whether they’re on desktop or mobile.
What is Salesforce app?
Where is Salesforce located?
About this website
How do I embed chat in Salesforce?
To set up Embedded Chat, follow these steps:Create an Embedded Service Deployment. ... Specify Your Chat Window's Settings. ... Customize the General Branding for Your Chat Window. ... Add Your Embedded Chat to a Website. ... Add Your Chat Window to an Experience Site.
Is Salesforce chat the same as live agent?
Salesforce Chat (formerly “Salesforce Live Agent”) is a native Salesforce tool that enables customer service teams to communicate in real-time with your website users. We have all seen the little 'chat to an agent' buttons on company websites, usually when trying to find a way to contact a support team.
What is embedded chat?
Embedded chat window opens right on the page where the chat button has been clicked and does not prevent your visitor from seeing website content. Provide Support chat window does not consume much traffic as it starts loading content from the server only after your visitor has clicked the live chat icon.
How do I transfer a live chat agent in Salesforce?
Transfer ChatsWhile chatting with a customer, click Transfer.Select a transfer option from one of the menus. ... (Optional) Write a message for the agent receiving the chat.More items...
Is Salesforce chat free?
All standard Salesforce licenses allow free Chatter access for everyone in your organization. Salesforce also offers Chatter-specific licenses: Chatter External, Chatter Free, and Chatter Only (also known as Chatter Plus).
How do I get a chat license in Salesforce?
Create Chat UsersFrom Setup, enter Users in the Quick Find box, then select Users.Click Edit next to a user's name.Select Chat User . If you don't see this checkbox, verify that your support organization has purchased enough Chat feature licenses.Click Save.
What is embedded chat Salesforce?
Embedded chat windows use a Chat deployment that you can quickly configure. Then, simply add the code snippet to the web pages where you want the chat window to be available. Setting up Embedded Chat doesn't change how your agents chat with customers in their console. Set Up Your Embedded Chat Window.
What is Salesforce embedded service?
The Embedded Service component allows users to request a chat with a support agent. Important. Make sure to set up Chat and Embedded Service before adding this component to your site pages. For help, see “Set Up Embedded Service for Your Website” in the Salesforce help.
What is pre chat in Salesforce?
Use Pre-Chat to Gather Visitor Information and Set Context for the Agent. Use pre-chat forms in to collect information from visitors and customize their pre-chat experience. A pre-chat form can gather information, such as a customer's name, email address, and reason for contacting customer support.
When transferring the chat to another agent give the other agent a first so that the customer does not have to repeat?
If you're not able to help with a particular issue, transfer the chat to another agent who can. When transferring a chat to another agent, fill the other agent in on the situation first so the customer doesn't have to repeat themselves.
What is chat agent configuration in Salesforce?
Chat agent configurations enable you to control your users' access to certain Chat features. You can create multiple configurations and assign them to different types of users. For example, create a configuration for experienced agents that gives them more permissions than new agents have.
What is chat Transfer button initiated?
3) "Transfer to Button" is a request to transfer the chat to another Chat Button, i.e. a Queue. For example, agent A is chatting with a customer and needs to transfer the customer to a different button/queue because the chat needs to go another team.
How to enable chat in Salesforce Communities
Hi TechAddict, You are right, the Chat Widget is not available in Customer Portal or Communities as of now. Regards, Ashish
Embedded Chat - Salesforce
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Set Up Chat with a Guided Setup Flow - Salesforce
Share a Single Quick Text in Salesforce Classic; Quick Text Considerations; Enable Quick Text; Share Quick Text; Set Up and Use Quick Text; Share Quick Text Using a Folder in Lightning Experience
Customize Embedded Chat | Embedded Service for Web Developer Guide ...
Take full control of the Embedded Chat experience from the static help button to post-chat stages. Use customizable parameters in the code snippet. Expand functionality by passing nonstandard pre-chat details. Set direct-to-button routing and allow pre-chat fields to fill automatically. Implement your own HTML and CSS code and more.
What is Salesforce app?
The Salesforce Anywhere app helps every Salesforce user collaborate with teams, stay productive in their workflow, and keep up to date on their customers from anywhere with chat, alerts, comments and video embedded directly into the Salesforce experience. With Salesforce Anywhere, a sales rep can change a deal status in Salesforce, immediately notifying the rest of her account team, who can then respond in a click to offer her support on next steps. It is simple, fast and seamlessly a part of the team’s workflow within their CRM, whether they’re on desktop or mobile. Everyone stays up to date and keeps business processes inside their CRM.
Where is Salesforce located?
Salesforce has headquarters in San Francisco, with offices in Europe and Asia, and trades on the New York Stock Exchange under the ticker symbol “CRM.”. For more information please visit https://www.salesforce.com, or call 1-800-NO-SOFTWARE. Share.
What is Salesforce app?
The Salesforce Anywhere app helps every Salesforce user collaborate with teams, stay productive in their workflow, and keep up to date on their customers from anywhere with chat, alerts, comments and video embedded directly into the Salesforce experience. With Salesforce Anywhere, a sales rep can change a deal status in Salesforce, immediately notifying the rest of her account team, who can then respond in a click to offer her support on next steps. It is simple, fast and seamlessly a part of the team’s workflow within their CRM, whether they’re on desktop or mobile. Everyone stays up to date and keeps business processes inside their CRM.
Where is Salesforce located?
Salesforce has headquarters in San Francisco, with offices in Europe and Asia, and trades on the New York Stock Exchange under the ticker symbol “CRM.”. For more information please visit https://www.salesforce.com, or call 1-800-NO-SOFTWARE. Share.
