How to Setup Live Agent in Salesforce?
- From Setup in Salesforce Classic, in the Quick Find box search and select Users.
- Click on Edit, next to a user’s name.
- Select Live Agent User. Click Save.
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 ...
What are the pros and cons of Salesforce?
- Low risk: Low acquiring cost and low-risk management as an organization tool.
- Salesforce database helps in organizing and digitizing company sales records.
- Allows customization of profiles for individual customers, and gives quick access to individual records.
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
What is the customer service number for Salesforce?
Help and Support
- Increase the return on your investment in Salesforce with Success Plans. ...
- Collaborate with specialists, consultants and other certified experts. ...
- Get trained and certified at the source. ...
What is Live Agent in Salesforce?
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.
How do you implement a live agent?
Create and Assign Live Agent Skills. Create Live Agent Configurations. Create Live Agent Deployments. Create Chat Buttons....From Setup in Salesforce Classic, enter Live Agent Settings in the Quick Find box, then select Live Agent Settings.Select Enable Live Agent.Click Save.
How do I enable live agent in Salesforce community?
Live Agent is the Service Cloud feature that allows you to chat with customers directly from your website.From Setup | Live Agent Settings | Select Enable Live Agent | Click Save.Setup | Users | Edit |Live Agent User | Save.Setup | Live Agent Configurations | New.More items...
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...
What is the difference between live agent and Omni Channel?
You create a chat button that uses the routing option Omni-Channel Queues or Omni-Channel Skills....Required Editions.Live Agent Routing (Salesforce Classic only)Omni-Channel RoutingReports and data for chats are separate from Omni-Channel data.Chat data is included in Agent Work reports in addition to Chat reports.15 more rows
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.
How do I add a live agent chat button to my community?
Create a Chat Agent ConfigurationEnter Chat in Quick Find, then select Chat Agent Configurations.Click New.In the Basic Information section, enter these details. ... In the Assign Profiles section, add Custom: Support Profile, Standard User, and System Administrator.Click Save.
What is omni channel Salesforce?
Omni-Channel is a flexible, customizable feature, and you can configure it declaratively—that is, without writing code. Use Omni-Channel to manage the priority of work items, which makes it a cinch to route important work items to agents quickly.
How do I set up chat in Salesforce?
Enable ChatFrom Setup, enter Chat Settings in the Quick Find box, then select Chat Settings.Select Enable Chat .Click Save.
What does a live agent do?
LiveAgent saves us hundreds of precious minutes every day by making customer service clear and in order. Unlimited agents, email, social media, and phone integration. All that for less than we were paying with our previous provider. We've been using LiveAgent since 2013.
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 Einstein agent?
Einstein Agent chatbots, built natively on the Salesforce Platform, will allow any company to deliver automatic service at scale using Einstein AI technology.
An Introduction to Salesforce Chat (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. 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.
Salesforce Chat Features
Salesforce Chat has a lot of great features, but here are some favourites that can help you fully leverage the tool!
Customization and Enhancements
Like pretty much all Salesforce products, there are also amazing ways to extend the tool beyond the out-of-the-box features. Here are some of our favourite ways to customize and enhance your chat implementation!
Keep Learning!
If you want to learn more about Salesforce Chat, check out the Digital Engagement Data Sheet from Salesforce. For Salesforce Chat pricing, visit the official product page. And, as always, Trailhead can be a great place to learn more about Salesforce Chat and try some hands-on activities!
