How to get support from Salesforce LIVE agent?
In real life scenario you can see there are multiple sites which does have chat icon from where you can directly get support from support team, that is now possible by Salesforce live agent too. Click on enable live agent and hit “Save” button. After saving it you can see multiple objects have been created automatically into you org.
How do I set up live web chat in Salesforce?
The Chat Agent setup flow is a quick way to get up and running with live web chat. When you complete the flow, you’re ready to start chatting with your customers. Click the Selector and select Salesforce Setup. You should be returned to the All Sites page in the Service Setup.
What is Salesforce chat and how does it work?
Rachel Garton is a Lead Consultant at Vicasso, a Salesforce Partner. 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.
How do I create a chat agent profile in Salesforce?
In the Assign Profiles section, add Custom: Support Profile, Standard User, and System Administrator. Click Save. Configurations determine settings for your support staff. Enter Chat in Quick Find, then select Chat Agent Configurations. Click New. In the Basic Information section, enter these details.
How do I enable messaging in Salesforce?
Turn On MessagingFrom Setup in Lightning Experience, enter Messaging in the Quick Find box, and select Messaging Settings.Select Messaging to turn on Messaging.
Can we send text messages from Salesforce?
Customers can send text messages to your company, and agents can reply from the Service Console. Use the guided setup flow to set up a text messaging channel. Use short code phone numbers to send recurring messages and one-time alerts to your US and Canadian customers.
What is Salesforce Live message?
Salesforce Live Message is an app downloaded from AppExchange, and it is used to allow customers and companies to have a two-way text message conversation using SMS and Facebook application. Usage: customers resolve the queries using their preferred messaging app like SMS to contact agents at any time.
How do I send Apex SMS from Salesforce?
Send a SMS Message from ApexPrerequisites. The developer will need proficiency in: ... Object & Fields Information. There is a custom object in the SMSMagic Interact Managed package known as SMS History, and the corresponding API name is smagicinteract__smsMagic__c. ... Send an SMS message from Apex code. ... Troubleshooting.
How do I send bulk SMS in Salesforce?
In Salesforce, navigate to a Quick Send message record.In the Audience component, select the Bulk Send tab.Search for and select any list view. ... Click the pencil icon.Optionally, customize the message. ... Select Prepare Bulk Send. ... To start the send, select Start on the Bulk Send component.
How do I send messages from Salesforce Marketing Cloud?
Create an SMS or MMS MessageSelect a template.Click Next.Name the message.Select a short or long code.If applicable, select a From Name. ... To acknowledge that you allow your customers to opt out, select Opt-Out Availability.Select a send method. ... Click Next.More items...
Does salesforce have live chat?
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.
What is Live message app?
Live message captures the process and converts it into a GIF, letting you then share it via a messaging app or on social media. You can also open Live message in the keyboard in your messaging app. The Live message is available in most major messaging apps.
What is digital engagement Salesforce?
Salesforce Digital Engagement is a way to respond to messages via different channels including WhatsApp, SMS, Facebook Messenger, and Webchat. Digital Engagement is a must-have in today's work from home world and ensures that service centres can support customers using their chosen communication method.
How do I send automated messages on Apex?
Set up automated texts in LiveMessage ClassicIn Setup, go to Process Builder.Click New to create a new process. ... In Add Object, select the object that will trigger the process. ... In Add Criteria, set your conditions. ... In Immediate Actions, select Apex as the Action Type.Select Schedule Message as the Apex class.More items...
How do I send an alert text from Salesforce?
Send Text Alerts From Salesforce Using Email to SMSCreate a new e-mail field on User named Email to SMS Address.Create a new picklist field on User named Cell Carrier. ... Create a field update workflow rule that updates the Email to SMS Address field you created.
How do I receive SMS in Salesforce?
I can send the sms from my phone....How to install Twilio Package from Github to your Salesforce.com EnvironmentGo to https://githubsfdeploy-sandbox.herokuapp.com/Enter Owner as "twilio" and Repository as "twilio-salesforce"Click on Login to Salesforce and It will ask for permissions so click on "Allow"More items...•
Give customers help anytime from any messaging app
Easily connect to your agents to your customers at any time through chat. Use your customers' preferred messaging apps, like SMS, Facebook Messenger, and Apple Business Chat. Soon, functionality will expand to WeChat and WhatsApp. Plus, you can add chatbots to SMS chats to automate routine asks.
Empower agents with conversational messaging from one place
Be there for customers the way a good friend is — with mobile messaging. Agents can send messages while having instant access to the information they need to address customers — all within the Service Cloud Console.
Drive service costs down and ROI up
Boost agent productivity with a solution that lets agents manage multiple text conversations at once — with all the context and intelligence they need to resolve cases and deliver an awesome customer experience every time.
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.
Features
As a powerful two-way messaging tool, Mogli has identified text messages as a better, faster way to obtain a response from (or to simply alert) Leads, Contacts, Person Accounts, or any other standard/custom object.
Use Cases
Sales teams are batting for attention with competitors. Using SMS can help them cut through the noise, and help reach high response rates and provide an awesome end-to-end experience.
Setup
Not only is the Mogli SMS setup a breeze, but the Mogli team is available to support you every step of the way!
Documentation
Up-to-date documentation can be found either within the knowledge base or by accessing the most recent user guide published by Mogli in the AppExchange listing .
Pricing
One of the unique advantages Mogli SMS brings to the table is being a site license – this means that all users in your org are included. This approach is sure to result in significant savings compared to a seat license model.
Summary
Beyond a shadow of a doubt, Mogli SMS will increase your team’s productivity, regardless of which way the SMS, MMS, or WhatsApp functionalities are going to be used within your organization.
What is console based chat?
A console based app includes live chat agent; here you can also choose records or pages that should be opened as sub-tabs of the chat sessions. You can also test your chat app setup, for this just open your website HTML page, on which you have pasted the code for chat button and deployment.
Can chat transcriptions be saved?
Chat transcriptions can be saved and used to provide free training guides to new agents. Today in this post we are going to discuss the Salesforce Live Agent setup steps. So far it might be clear to you how it can be beneficial for any organizational website. So let’s jump to our main section.
Does Salesforce have a live chat?
Salesforce users have to pay some extra amount to manage customer support through phone calls, while the cost may be minimal initially, but later it may also increase. For Live chat or Live Agent no charges have to pay per interaction, so after setting up the live agent customers only have to pay for agents only.
setBccAddresses (bccAddresses)
Optional. A list of blind carbon copy (BCC) addresses or object IDs of the contacts, leads, and users you’re sending the email to. The maximum size for this field is 4,000 bytes. The maximum total of toAddresses, ccAddresses, and bccAddresses per email is 150.
setCcAddresses (ccAddresses)
Optional. A list of carbon copy (CC) addresses or object IDs of the contacts, leads, and users you’re sending the email to. The maximum size for this field is 4,000 bytes. The maximum total of toAddresses, ccAddresses, and bccAddresses per email is 150.
setCharset (characterSet)
Optional. The character set for the email. If this value is null, the user's default value is used.
setEntityAttachments (ids)
Optional. Array of IDs of Document, ContentVersion, or Attachment items to attach to the email.
setFileAttachments (fileNames)
Optional. A list containing the file names of the binary and text files you want to attach to the email.
setHtmlBody (htmlBody)
Optional. The HTML version of the email, specified by the sender. The value is encoded according to the specification associated with the organization. Specify a value for setTemplateId, setHtmlBody, or setPlainTextBody. Or, you can define both setHtmlBody and setPlainTextBody.
setInReplyTo (parentMessageIds)
Sets the optional In-Reply-To field of the outgoing email. This field identifies the email or emails to which this email is a reply (parent emails).
What is chat agent setup flow?
The Chat Agent setup flow is a quick way to get up and running with live web chat. When you complete the flow, you’re ready to start chatting with your customers.
What is a chat skill?
Create a Chat Agent Skill. Skills are areas of expertise you assign to agents, so chats are routed to an agent with the right knowledge base. You can create skills for channels, products, escalation paths, and more.