Slaesforce FAQ

how to implement live agent in salesforce

by Billy Rath Published 3 years ago Updated 2 years ago
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How to Setup Live Agent in Salesforce?

  • From Setup Classic in Salesforce, in the Quick Find box, search and select Live Agent Settings.
  • Select Enable Live Agent.
  • Click Save

Step 1 – Enabling Live Agent
  1. From Setup Classic in Salesforce, in the Quick Find box, search and select Live Agent Settings.
  2. Select Enable Live Agent.
  3. Click Save.
Jun 19, 2019

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.

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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. ...
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  • Get trained and certified at the source. ...

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How do I implement 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 does live agent work in Salesforce?

0:001:26Service Cloud Live Agent Feature Demo - YouTubeYouTubeStart of suggested clipEnd of suggested clipSalesforce live agent chat lets any company deliver a personalized service experience to itsMoreSalesforce live agent chat lets any company deliver a personalized service experience to its customers. Or potential customers by engaging them at just the right moment on any device.

How do I connect to live agent?

Just follow these five steps:Login to your LiveAgent admin account and go to Configuration -> Email -> Mail accounts.Click on Add email account button and use the predefined Office 365 connector to connect your Office 365 account.Select a department that should be linked with this mailbox and click Save.More items...•

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 is live agent used for?

It allows for quick interactions to address simple questions and issues. It allows agents to handle multiple chats at once rather than one call at a time. It improves ticket resolution speed and keeps call wait times short. It improves the customer experience by giving customers a seamless experience across channels.

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 do I enable live chat in ServiceNow?

InstructionsNavigate to /sp_portal_list.do.Add the Chat Queue column.Double click on the cell and add the respective Queue (screenshot attached below)Navigate to sys_cs_live_agent_setup.do.Under HR Fulfiller UI, select Connect.Under HR Queue (for /esc portal) add the chat queue name (same as step 3)More items...

Is live agent available ServiceNow?

If Live Chat is enabled, Virtual Agent transfers the user to a live agent. Live Chat is enabled by default. To enable or disable Live Chat, use the Application Navigator to open Collaboration > Chat Setup. Configure the Live Chat Enabled setting.

How do I connect with an agent on Facebook?

2:304:31CHAT WITH A FACEBOOK REPRESENTATIVE ... - YouTubeYouTubeStart of suggested clipEnd of suggested clipYou can click the chat with a representative. Box in the sidebar here should your problem not beMoreYou can click the chat with a representative. Box in the sidebar here should your problem not be listed scroll down and click the chat with a representative.

How do I enable live agent in Salesforce lightning?

1:058:20Setup Live Agent in Service Cloud Lightning - YouTubeYouTubeStart of suggested clipEnd of suggested clipOnce you're in Salesforce classic click setup. The first thing we need to do is enable live agentMoreOnce you're in Salesforce classic click setup. The first thing we need to do is enable live agent from setup enter live agent settings in quick find and then select live agent settings. Select enable

How do I add a live agent Chat button to my community?

Enter Cloud Fountain Support for the Chat Window Title. Click Save. Select Include Live Agent in this App. Next to Choose Chat Workspace Options, select New case....Let's try this out!Click Chat with an Expert.Enter your first name and last name and click Start Chatting.Go back to the Sample Console.Click Accept.

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 live agent?

Live Agent is a communication tool, it can be used to power your customer service teams. Or if implemented incorrectly, could cause damage to your brand. What is the difference between the two? Planning…

When will live agents be available in Lightning?

Update (20th Sept): You will be able to setup and configure Live Agent via Settings in Lightning, once Winter ’19 is released in Oct 2019. Switch to Classic -> Setup -> Type ‘ Live Agent ’ in the Quick Find. Go to Live Agent Settings.

What is a button in a live chat?

A button, simply enough is an icon/button you embed on a webpage for users to click on to start a Live Agent chat session. Alternatively, you can setup an Invitation.

Does Salesforce have live agent?

Well the good news is, as of 2016 Salesforce have included Live Agent in the Lightning Service Cloud Unlimited license. And it is also available on Enterprise, but at an extra add-on. As an add-on, you will have to speak with your Salesforce Account Executive for a price.

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