- Log in to your organization, and if you’re in Salesforce Classic, switch to Lightning Experience.
- Click the Setup gear icon and select Service Setup.
- Under Recommended Setup, click View All.
- Enter Chat in the search box and select Chat with Customers.
- Read the prompt to learn about what this flow sets up, then click Start.
- Enter the queue name Chats and agent group name Chat Agents. Then select yourself as a member.
- Click Next.
- If you see the Prioritize Chats screen, enter the routing configuration name Chats and give it a priority of 1. ...
- Click Next.
- Leave the work item size and agent capacity at 5 and 20, respectively, then click Next.
- Enter https://*.force.com into the website URL field. Note: Check your URL. If you’re using http:// instead of https://, then enter http://*.force.com.
- Create or select a Salesforce site. If you’re creating a site, ensure it is unique (suggested way to ensure it is unique, type your initials + today’s date MM/DD/YY).
- Check the box to indicate that you’ve read and accept the terms of use.
- Click Next.
- Select Service for your chat type.
- Click Next.
- Click Next to skip setting up offline support. We’ll get to this in a later unit.
- Click Next to skip the Grab your code snippet screen.
- Review what you just set up in the final screen. Everything is enabled in the out-of-the-box console app in your org.
- Click Done.
How do I contact Salesforce?
Understand Account and Contact Relationships
- Contacts to Multiple Accounts. Your contacts might work with more than one company. ...
- Use Relationship Details to Help Close Deals. ...
- Define Company Relationships with Account Hierarchies. ...
- Best Practices for Establishing Account Hierarchies. ...
- Define Employee Roles with Account Teams. ...
How to contact Salesforce support?
Support for Additional Products
- Heroku and Commerce Cloud - Support for other Salesforce Products
- Salesforce Anywhere - How to Log a Support Case, Salesforce Anywhere (Quip)
- Slack - Support for Slack App
- Social Studio - Contact Social Studio customer support
How would you like to contact Salesforce?
How would you like to contact Salesforce? Request a call. Give us some info so the right person can get back to you. First name Enter your first name. Last name Enter your last name. Job title Please enter your title. Email Enter a valid email address. Phone Enter a valid phone ...
How to create lookup relationship in Salesforce?
How to create lookup relationship in salesforce?
- Step 2. : -Selecting Related to Object. Now select Child object in step 2. ...
- Step 4. :- Establishing Field Level Security for reference field. Make sure the Field level Security is visible for all profiles.
- Step 5 :-. Select the Page layout for child object field. Click on Next button.
- Step 6 :- Adding custom related lists. Click on Save button as shown above. ...
How Do I live chat in Salesforce?
Set Up Web Chat in SalesforceLog in to your organization, and if you're in Salesforce Classic, switch to Lightning Experience.Click the Setup gear icon and select Service Setup.Under Recommended Setup, click View All.Enter Chat in the search box and select Chat with Customers.More items...
How do I enable chat in Salesforce?
Get started with Chat by enabling it for your Salesforce org....Enable ChatFrom Setup, enter Chat Settings in the Quick Find box, then select Chat Settings.Select Enable Chat .Click Save.
How do I contact Salesforce support?
(800) 667-6389Salesforce / Customer service
How can I chat support?
Skills for chat supportApply strong communication skills.Find the right tone of voice.Keep things personal.Understand your limits.Set yourself up for success.Know your priorities.Take advantage of AI.Lead with empathy.More items...•
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.
What is Web chat in Salesforce?
Web chat consists of four parts: the Chat Console, Omni-Channel, Embedded Service, and Einstein Bots. Support agents use the Chat Console to send and receive messages. Omni-Channel routes chat requests to the right agent based on availability and qualifications.
How do I get help in Salesforce?
Log in to Salesforce, then go to the Help and Training page. At the bottom of the page, click Contact Support. Click Create a Case. Select your support topic, category, and issue.
Can you email from Salesforce?
Emails from Salesforce It can be sent using Salesforce email servers 'Send Through Salesforce', using gmail or office 365 accounts 'Send through Gmail or Office 365' or using a company SMTP mail server 'Send Email Through Email Relay'.
What is Salesforce support?
(800) 667-6389Salesforce / Customer service
Is chat support an easy job?
Provides Concise Information. We know that people use chat because it's fast and easy; being able to provide answers that are correct, direct, and concise are important chat support job responsibilities. Chat support agents only have a few lines to answer a question before it disappears in the chat window.
How do you chat?
Be brave, worry less. Even if it's uncomfortable, be brave and just do it, Sandstrom says. ... Be curious. Ask questions. ... Don't be afraid to go off-script. ... Give someone a compliment. ... Talk about something you both have in common. ... Have more conversations with people you don't know. ... Don't let the awkward moments trip you up.
What is chat procedure?
Chat process is a common term used in contact centers for when a brand's support team uses live chat to interact with customers.
Get personalized, real-time help online or in your apps
Start personalized live chats, in-app or online, with your customers based on how they're using your site. Deliver chat around the globe with multilingual support. And scale your customer support with AI-powered chatbots that help answer routine asks.
Connect your agents and increase productivity
By connecting each live chat with a complete customer profile for context, agents can move quickly using customer chat sneak peek, keyboard shortcuts, and prewritten messages. Plus, routing chats to the right agents is easy.
Improve your team, improve your customer service
Get the most out of your team by coaching agents in real time with private messages. You can also monitor their queues, balance workloads, tap into metrics, and use instant messaging sessions. That’s the power of Chat.
What does a supervisor do in a chat?
Supervisors can also choose to view chats as a means of quality control.
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.
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.
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.
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.
Create and Manage Support Cases Online via Salesforce Help
For full steps and details to create and manage Support Cases online through Salesforce Help, see our “ Submit or update a Case with Salesforce Support ” article.
Japan
Japan Support is available in Japanese language only. For English Support call the APAC Support number +65 6302 5700.
