Hi Jonathan, Thanks for this video. It is very helpful. Do we need any specific license for configuring the live agent in Salesforce service cloud? Also, could you please share the visual force code you mentioned in the video?
Jonathan if you didn’t use Salesforce native live chat service which vendor do you believe is easy to use for small business and would capture the transcript on the account, contact, or Case record? Live Agent? Intercom? Freshdesk?
Hi I did! Here is a link to a walk through. help.salesforce.com/articleView?id=snapins_chat_customize_prechat_form.htm&type=5&sfdcIFrameOrigin=null Give me a shout if you get stuck :)
@@JFoxUK thanks for the speedy reply. I can tell you that I am very slowly struggling my way through. This configuration isn't a natural ability/strength for me, it's been a lot. Good to know such great resources exist for me!
Hey Jonathan, at the [10:05] i've seen that contact you've input from the pre-chat is automatically linked to contact record on salesforce right? but when i tried it myself, that contact isn't linked to contact record. i'm sure i entered the correct email address and that contact information is on the salesforce. do you know why? ps : i tried it my org sandbox
Hi Jonathan, I am really stuck on this, I have created everything and even a community and added the embedded service chat to the page and added the code to the code settings name but when I preview it nothing happens and it just says agent off line. I even published the community and still not working. Could you advise please, Thank You Lorr
Everytime a chat starts with a particular customer, it keeps creating a new case. Then each of the case will also have past chat history. So does that not create redundant data? Or does the past chat section simply fetch data from all the earlier cases?
Hi Jonathan,
Thanks for this video. It is very helpful.
Do we need any specific license for configuring the live agent in Salesforce service cloud?
Also, could you please share the visual force code you mentioned in the video?
Jonathan if you didn’t use Salesforce native live chat service which vendor do you believe is easy to use for small business and would capture the transcript on the account, contact, or Case record? Live Agent? Intercom? Freshdesk?
Hi Jonathan,
We are not getting an most recently viewed page URL[7:15] .How to configure that?
Super useful, thank you. I would love to see something on the branding of the chat window with logos and colors
Robert Wynter I will try and plan that video soon! Thanks for your feedback!
Jonathan, I assume you created the drop down list for the pre-chat form on embedded config? Hoping for some guidance on building that out.
Hi I did!
Here is a link to a walk through.
help.salesforce.com/articleView?id=snapins_chat_customize_prechat_form.htm&type=5&sfdcIFrameOrigin=null
Give me a shout if you get stuck :)
@@JFoxUK thanks for the speedy reply. I can tell you that I am very slowly struggling my way through. This configuration isn't a natural ability/strength for me, it's been a lot. Good to know such great resources exist for me!
@@shannonwilson8812 give that page a shot, if you get stuck, I’m about all week to help :)
Hey Jonathan,
at the [10:05] i've seen that contact you've input from the pre-chat is automatically linked to contact record on salesforce right?
but when i tried it myself, that contact isn't linked to contact record. i'm sure i entered the correct email address and that contact information is on the salesforce.
do you know why?
ps : i tried it my org sandbox
Chat window is not popping even I tuned Omni channel into Available mode. Can you tell me the reason?
Fantastic video, thanks Jonathan!
Hi Jonathan, I am really stuck on this, I have created everything and even a community and added the embedded service chat to the page and added the code to the code settings name but when I preview it nothing happens and it just says agent off line. I even published the community and still not working. Could you advise please, Thank You Lorr
up
Can someone please provide the apex code which is being used for the chat window. I took from the chat button creation thing and its not working
Awesome video, thanks!
Loved this!
I'm glad! Thanks for your kind comment on the community!
Everytime a chat starts with a particular customer, it keeps creating a new case. Then each of the case will also have past chat history. So does that not create redundant data? Or does the past chat section simply fetch data from all the earlier cases?
You can attempt creating custom logic to retrieve a case to chat about. But creating a new case is how that demo is designed
@@JFoxUK Got it. Thanks for responding.
no chat with customers options available
very good
Hi why I don't see "Chat with customers" in Service Setup like you show, what's the reason?
Are you in a developer org/trailhead playground or are you in a Production/Sandbox ?