To activate live agent salesforce tool in salesforce.com follow the steps given below. Go to Setup. Now go to Build=>Customize. Click on customize button to expand and go to live agent. Now go to live agent=>Settings If you have not enabled live agent salesforce in your salesforce.com you are not able to visible above shown settings.
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Step 2 – Creating Live Agent Users :
- 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. ...
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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 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 set up live chat in Salesforce?
Enable ChatFrom Setup, enter Chat Settings in the Quick Find box, then select Chat Settings.Select Enable Chat .Click Save.
How do I enable live agent in Salesforce community?
Enable Digital Experiences and Chat AgentClick the setup gear. and select Service Setup.Enter Experiences in Quick Find, then select Settings under Digital Experiences.Select Enable Digital Experiences. ... Enter a unique value to be used as your domain name and click Check Availability. ... Click Save.Click OK.
What does a live agent do?
Live chat agents are employees of the customer service team who answer customer questions and inquiries via live chat. It is one feature of the support software and is used to get the customer a real-time response.
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.
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
What is Sales Cloud 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.
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?
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.
What is pre chat in Salesforce?
Use Pre-Chat to Gather Visitor Information and Set Context for the Agent. Use pre-chat forms in to collect information from visitors and customize their pre-chat experience. A pre-chat form can gather information, such as a customer's name, email address, and reason for contacting customer support.
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.
What is Salesforce?
Salesforce is a customer relationship management (CRM) software. Its services let companies and businesses to work with Cloud. This gives them the option to provide better services for companies who want to support their clients and customers. It can save time and improve your customer relationships and customer experience.
How can you use it?
You can use the Salesforce and LiveAgent integration to create cases in your Salesforce account via LiveAgent tickets. You don’t have to leave customer chat hanging, just report cases immediately and provide better customer satisfaction.
How to integrate Salesforce with LiveAgent
LiveAgent has a Salesforce integration plugin available for customers. It can help you keep track of your customers, manage cases or add new leads.
How to integrate Salesforce with LiveAgent via Zapier
If you want to unlock more workflow capabilities of LiveAgent and Salesforce, you can try using the Zapier service. Zapier is a company that focuses on connecting any two apps with various integration results depending on their capabilities.
What is live agent?
With Live Agent, you can coach agents in real-time with private messages. You can also monitor agent queues to balance workloads and maximise productivity. But beyond that, you can tap into metrics on the full history of an agent’s performance and instant message sessions. Your team will be working faster and smarter.
How does live chat work?
By connecting each live chat with the complete customer profile, answers can be delivered both in context and with an eye toward the overall customer experience . Chats can be quickly routed to the right subject matter experts. And agents can provide answers faster with a sneak peek to customer chat and keyboard shortcuts to pre-written messages.
Can you chat with customers on Snap?
Initiate a personalised live chat, based on how a customer or prospect is engaging with your site. Now with Snap-ins, you can also chat with customers in your apps. Even better, with multilingual support you can deliver the same great enterprise chat support around the globe.