Acknowledgement: This step-by-step guide has been contributed by one of the trailblazers – Khyati Mehta.
Salesforce Live Chat / Live Web Chat (previously known as Salesforce Live Agent) is a feature that allows customers to communicate with company via the web through instant message.
These days customers prefer Live Chat over the phone or email to communicate with the company. With Live Chat, communication is in near real time and is stress free.
In this guide we will take a look at how to configure live chat in Salesforce. We will get the basic Live Chat functionality configured and tested in just under 10 minutes and then take a look at some of the additional features and functionalities that Salesforce offers.
How To Setup Live Web Chat
And here is an outline of what we will be covering in this guide:
- Setup Live Web Chat
- Create Visualforce Page
- Test Live Chat
- Brand Chat Widget
- Incorporate Pre-Chat Form
- Enable Offline Form Submit
Do note that Live Chat in Salesforce offers much more than what we will be covering in this guide. So, the idea behind this guide is to help you get started very quickly and then you can explore all the additional bells and whistles on your own.
And here is the detailed step-by-step guide with screenshots.
References & Useful URLs
- Internal Links
- External Links