Table of Contents
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 to configure live agent in SharePoint?
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
How to get support from Salesforce support team?
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.
How to create a chat button for a live agent?
Create skill for live agent user and save. You need to create a “Chat” button where you need to enter Basic information, Routing information and chat button customization. For chat button customization you need to upload online and offline button image which will show on your public website.
What is Salesforce Live Agent?
Salesforce live agent is a tool which enables real-time, online chat between an organization and its customers. 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. You can easily step salesforce live agent …
How to save live chat transcripts?
Click on enable live agent and hit “Save” button. After saving it you can see multiple objects have been created automatically into you org. For example, “Live Chat Transcript” which holds history of chatting.
Is Girikon a Salesforce partner?
Girikon’s Salesforce Consultants are suitably qualified to set up and configure Salesforce Live Agent for your company. The advantages of being a Salesforce Consulting Partner, Girikon has access to industry knowledge and the Salesforce Community to draw from to make the set up successful and highly efficient for your business.
Can you chat directly with agent?
Agent user needs to go to console app which you have created and can accept the request than customer will be able to chat directly with agent
Can you setup a Salesforce live agent for multiple sites?
In the real life scenario below our Salesforce Consultants demonstrate live agent setup for multiple sites without a chat icon meaning that this setup is complex. The following setup also uses new available features which further assist you to setup a Salesforce live agent.