Login to your LiveChat admin account and go to the Salesforce page in Marketplace. Then, add the integration by clicking on the Settings button. You will get a confirmation that the integration has been successfully added. Go to Chats or Archives, click on the Salesforce button on the top of the Details panel on the right-hand side.
What can you do with chat in Salesforce?
One of the things we know and love about Salesforce is that there are a ton of custom branding options that can be done out-of-the-box with no code. Chat is no exception! You can customize images to show in the chat window and set custom pre-chat and post-chat pages.
Why integrate LiveChat with Salesforce?
Integrate LiveChat with Salesforce and elevate your workflow to the next level. Manage your Leads and Contacts, save chat transcripts as Objects and decide which information about your customers is the most important – all of that without leaving your LiveChat application!
How do I use pre-chat and post-chat in Salesforce chat?
Create pre-chat forms to gather information from customers before they begin a chat with an agent. Create post-chat pages that appear to customers after a chat is complete. Additionally, you can customize these and other Chat components through Salesforce settings.
What do you need for a successful Salesforce chat roll-out?
A must for any chat roll-out is leveraging the powerful analytics that come with Salesforce. Give your agents and managers the data they need to be successful. Chat analytics can be reported on with native Salesforce reports and dashboards so you can give your teams powerful insight into chat metrics.
How do I integrate chat in Salesforce?
Steps to Set Up Salesforce LiveChat IntegrationStep 1: Install Salesforce LiveChat Integration.Step 2: Connect Salesforce with LiveChat.Step 3: Add New Leads or Contacts to Salesforce.Step 4: Set Up Lead or Contact Fields Visibility.
Does Salesforce offer a chat feature?
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. 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.
How does chat work 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.
Does Salesforce have a chatbot?
Moreover, Salesforce has also launched prebuilt Einstein Bots, a chatbot collection that performs many common functions. These preconfigured bots make the technology uptake faster, as developers don't need to make them productive.
How do I enable chat in Salesforce cloud?
Enable ChatFrom Setup, enter Chat Settings in the Quick Find box, then select Chat Settings.Select Enable Chat .Click Save.
Who uses Salesforce chat?
Companies using Salesforce Chatter for Collaboration include: AmerisourceBergen Corp., a United States based Healthcare organisation with 41000 employees and revenues of $189.89 billion, CIGNA Corporation, a United States based Healthcare organisation with 72226 employees and revenues of $174.27 billion, Barclays ...
What is chat deployment in Salesforce?
A deployment is a place on your company's website that's enabled for Chat. Create deployments to implement Chat and control its functionality on your website.
How many chats can an agent handle at once?
An agent without prior chat experience can take only 1-2 active chats simultaneously, while an experienced agent can easily take 4-6 chats. If all your agents are new to chat you may need to lower the number of simultaneous chats they are expected to take.
Get set up in minutes. Respond to customers today
Start helping customers now, not days or weeks from now, with a fast and easy, step-by-step setup.
Provide personalized support, with a 360-degree view of every customer
Give your team a complete, unified view of every customer interaction, and make it easy for them to offer the kind of support that keeps customers coming back.
In-app guidance gets you on the path to happier customers
Take full advantage of every feature with guidance that empowers you to track issues, answer questions, and solve cases faster.
Quickly share your knowledge with a custom help center
Give your customers the option of a self-service help center and free up your agents from handling common questions or requests.
Meet innovation that comes to you with trust and security
Customer needs and expectations are always changing. Get the latest technology, with free upgrades, three times a year. And it always comes with enterprise-level security. So you're always ahead of the curve.
Connect service to every department
Help your whole team — even sales and marketing — provide the kind of outstanding support that turns tough customers into loyalists that recommend you.
Need help? A community of experts is with you every step of the way
Connect with a global network of passionate, knowledgeable users, who can help you meet your unique challenges. Say hello to the Salesforce Trailblazer Community.
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 happens if you tick a checkbox in a live chat?
If the checkbox is ticked the button to initiate a Live Chat is visible and available, if the checkbox is unticked the button is not visible and chats cannot be initiated. The data captured from Live Agent exchanges can also be utilised to create some insightful reports and dashboards.
What does a supervisor do in a chat?
Supervisors can also choose to view chats as a means of quality control.
Salesforce Chatter Features
Salesforce Chatter offers many features to boost collaboration between users. Chatter’s functionality mirrors that of a social media platform, with tagging, @mentioning, and more.
What is a Chatter Feed?
A Chatter Feed is a list of published posts. Chatter Feeds can be accessed from either:
Chatter Groups
Chatter Groups allow particular sets of users to collaborate on Salesforce. Groups have three visibility settings:
Chatter Email Digest
When you join a Chatter Group or decide to “Follow” a colleague, you will receive email notifications on their Chatter activity.
Chatter Feed Tracking
Chatter Feed Tracking on a record will display polls, posts, comments, and record updates. For record updates to appear, feed tracking must be enabled.
Attach Files
When a file is attached to a record, it is also added to the Notes and Attachment related list and stored in Files.
Salesforce Topics
You can create and add topics in Salesforce to Chatter posts or records; topics are added by including a Chatter post hashtag.
A better way to manage sales interactions
Recording client data in a CRM, like Salesforce, is imperative for businesses to remain competitive today. And capturing the right data is critical.
Customized data, sent automatically
Chat agents provide the best opportunity to capture critical client information to foster a customized buying experience. .
How does Salesforce help you?
What's more, Salesforce helps you boost productivity by using workflows, which automate your business process. For example, you can automatically assign leads with deals over a certain size to a specific salesperson. Plus, you can forecast sales, analyze the performance of the sales team and make data-driven decisions.
How can I gain competitive advantage in LiveChat?
Competitive advantage can be obtained by managing your products more efficiently and having good relationships with customers. With LiveChat, you can communicate with your customers in a channel they prefer while providing a superior customer experience.