1. From Setup in Salesforce Classic, enter Users in the Quick Find box, then select Users. 2. Click Edit next to a user’s name. 3. Select Live Agent User. If you don’t see this checkbox, verify that your support organization has purchased enough Live Agent feature licenses.
- From 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 to create live agent user in Salesforce?
Edit user which you want to use as a “live agent user” and click on live agent user then hit “Save” button. You need to configure live agent in which you can assign live agent user, profiles and provide supervisor setting and chat transfer settings Create skill for live agent user and save.
How to enable live support in Salesforce?
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.
Where can I get a Salesforce license for my company?
Salesforce.com provides some user Salesforce licenses which are available for an org can be viewed on the Company Information page. Salesforce.com provides some user Salesforce licenses which are available for an org can be viewed on the Company Information page. Salesforce Tutorial Config & Customization Visualforce Pages Apex Deployments
What is a content only user Salesforce license?
Content Only User Content Only User Salesforce licenses are for users who only need access to Salesforce CRM Content and allows them to access the following tabs: Workspaces, Content, Subscriptions, Ideas and Home. Ideas and Answers Internal User
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Does Salesforce own live agent?
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.
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 agent in Salesforce?
Step 1 – Enabling Live AgentFrom Setup Classic in Salesforce, in the Quick Find box, search and select Live Agent Settings.Select Enable Live Agent.Click Save.
What is chat user license in Salesforce?
Required EditionsFeature LicenseEnables a User toKnowledge UserAccess Salesforce Knowledge.Chat UserAccess to Chat.Marketing UserCreate, edit, and delete campaigns, configure advanced campaign setup, and add campaign members and update their statuses with the Data Import Wizard.Offline UserAccess Connect Offline.7 more rows
Is Salesforce live agent free?
It's free of charge. Then proceed to the LiveAgent + Salesforce integrations page. Scroll down and choose which app will perform the trigger and what will that trigger be. There are multiple options such as calendar integration, prewritten messages, and others that can be combined with the second app.
How do I test Omni-Channel in Salesforce lightning?
Log in to the console where you added Omni-Channel. Make sure that you log in as a user who's enabled to use Omni-Channel. For the sake of testing the feature, make sure that you're the only agent who's signed into Omni-Channel. Open Omni-Channel and change your status so that you can receive incoming work 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.
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.
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 do you know which user is using which license in Salesforce?
To view a list of the active user licenses in your Salesforce, simply click Your Name > Setup > Company Profile > Company Information > User Licenses.
How do I query a feature license in Salesforce?
Use Developer Console:Open the Developer Console.Click Query Editor.Copy and paste the following query: Select Name, ID from User where UserPermissionsKnowledgeUser=true.Click Execute button to execute the query.
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.
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.
What does a supervisor do in a chat?
Supervisors can also choose to view chats as a means of quality control.
What is Salesforce platform license?
Salesforce platform license is for users who need to access custom or AppExchange apps but not standard CRM functionality. These users have access to core platform functionality such as accounts, contacts, custom tabs, reports, dashboards and documents but are restricted in other ways.
What is a knowledge only user in Salesforce?
Knowledge Only User. Knowledge only user Salesforce licensesare for users who only need access to Salesforce Knowledge and allows them to access the following tabs: Articles, Article Management, Home, Reports, and custom tabs.