Slaesforce FAQ

how to setup live agent in salesforce

by Dr. Alessia Kreiger II Published 2 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.

More items...

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. ...

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How does LiveAgent 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 implement live chat in Salesforce?

To Create a Basic Live Agent Implementation into Salesforce we need to follow the 7 easy steps that are given below:Enable Live Agent.Create Live Agent Users.Create and Assign Live Agent Skills.Create Live Agent Configurations.Create Live Agent Deployments.Create Chat Buttons.More items...•

How do I connect to LiveAgent?

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 find out if a Salesforce license is a LiveAgent?

shradha jainFrom Setup in Salesforce Classic, enter Users in the Quick Find box, then select Users.Click Edit next to a user's name.Select Live Agent User. If you don't see this checkbox, verify that your support organization has purchased enough Live Agent feature licenses.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 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 use a live agent?

You'll find out how you can setup your mail account, live chat, customer portal and other support channels.Step 1: Discover LiveAgent.Step 2: Add users. ... Step 3: Set up your email. ... Step 4: Add a live chat button to your website. ... Step 5: Connect your Social pages. ... Step 6: Set up a Customer portal. ... Step 7: Set up a Call center.More items...

How do I chat with a live 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 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...

What does a live agent do?

Simple yet powerful ticketing software Save time by managing all customer messages in one app. Keep track of all conversations, integrate your favorite tools, automate repetitive tasks, work as a team, and make better business decisions based on real data insights.

What are the different types of Salesforce licenses?

Salesforce offers these license types.Standard User Licenses.Chatter User Licenses.Experience Cloud User Licenses.Service Cloud Portal User Licenses.Sites and Site.com User Licenses.Authenticated Website User Licenses.

What is capability of live agent in the service Cloud console?

Real Time Monitoring – Live Agent has what is called the “Live Agent Supervisor” page which gives users and managers the ability to monitor all chat users and queues real time.

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!

Description

Using Live Agent, Agents can interact with customers and prospects online and in real time. Enter quickly the right answers and welcome future customers. It also helps with regards to other aspects such as

Customer View

Open the web page been created at step 8.3 and user will be able to see Online Chat button and clicking on the image will open the browser with Chat window. Now the Customer will be able to chat with live agent

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