You can create a custom report type for Chat sessions and chat transcript.use it to run reports on your agents' sessions using the Report Builder. 1 Create a custom report type using Chat Sessions /chat transcript as the primary object. 2 Create a new Chat report using the Report Builder in Salesforce.
How to create a chat report in Salesforce?
2 Create a new Chat report using the Report Builder in Salesforce . 3 Customize your report to include the columns of information you want . 4 Save or run the report. You need to sign in to do that. Need an account? Sign Up Have an account?
How do I use messages in Salesforce classic?
In Salesforce Classic, send a question to another person privately, or communicate with a limited set of people. Messaging is useful when a discussion isn't relevant to everyone you work with. Messages also notify people when a file is shared with them.
How to create a custom report type for chat sessions?
You can create a custom report type for Chat sessions and chat transcript.use it to run reports on your agents' sessions using the Report Builder. 1 Create a custom report type using Chat Sessions /chat transcript as the primary object. 2 Create a new Chat report using the Report Builder in Salesforce .
What types of chatter reports are available?
There are a couple of chatter report types that were introduced in winter 13: shows how your organization is using public hashtag (#) topics. Public hashtag topics are those used on profiles and in public groups. For privacy reasons, hashtag topic usage reports don’t include hashtags used on records or in private groups.
How do I report a chat transcript in Salesforce?
1 Create a custom report type using Chat Sessions /chat transcript as the primary object. 2 Create a new Chat report using the Report Builder in Salesforce . 3 Customize your report to include the columns of information you want . 4 Save or run the report.
How do I monitor chat in Salesforce?
Monitor Your Agents' ChatsIn the Agent Status list, click. ... To view a chat, click View in the Action column of the chat you want to monitor. ... To send a private message to an agent as the agent is chatting with a customer, type your message in the message field and press Enter.
What are the 4 types of reports in Salesforce?
Types of Salesforce Reports There are four types of reports that you can create in Salesforce: Tabular, Summary, Matrix and Joined. Each one is best suited to show different types of data, depending on what you want out of a report.
How do I create a chat transcript in Salesforce?
To create a new record:Click the create icon ( ) next to the type of record you want to create.Complete the information in the new record and save it. The record will automatically link to the transcript once the record is created.
Does salesforce have LiveChat?
Easily search the Salesforce contacts directly from LiveChat as well as save chat transcripts as Cases or Objects in your Salesforce account. You can finally spend more time talking with your customers and less managing contact data.
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 the difference between report and report type?
In Salesforce, reports are created by first selecting a report type. A report type is a template which defines the objects and fields that will be available to use in the report you create. Out of the box, Salesforce provides many useful standard report types.
What is the difference between dashboards and reports?
Reports tend to be broader and feature historic data. Because they must be delivered periodically, they represent a snapshot of a specific area or organization rather than its real-time situation. Dashboards, on the other hand, are built to visualize and organize data in real-time.
What are the 2 major differences between a report and a dashboard in Salesforce?
Well, a dashboard is much more than one chart for one report. It can display multiple components/visuals from many different reports (or just the same one) to give a large overview over a given area. A report chart is just that, a visual chart for one given report's pulled records.
What is chat transcript in Salesforce?
A chat transcript is a record of a chat between a customer and an agent. Salesforce automatically creates a transcript for each chat session.
What is chat transcript events Salesforce?
Chat transcript fields help you track information about your agents' chats with customers. Live chat transcript events automatically track events that occur between your agents and customers during chats.
Are live chats recorded?
What is a live chat transcript? A live chat transcript is created after a chat session. It's a copy of the conversation between the agent and customer, providing a valuable record of every detail of the interaction.
Web Chat
Embed web chat into your website or help center with the option to let customers log a case when your team’s away. You can display the chat button for customers in your website and help center.
Facebook Messenger for Essentials
Facebook Messenger for Essentials connects your business’s Facebook page to Salesforce, so messages to your page don’t go unseen. Make sure that you have a business page ready to go before setting up Messaging.
How to Get Started
Essentials comes with 1 license of Web Chat and 1 license of Facebook Messenger for Essentials, so you can start right away. When you're ready, you can purchase more licenses for your team from the Manage Subscription page.
