Salesforce Live Web Chat

Join us to learn about Salesforce Web Chat ( Formerly called Salesforce live Agent). Salesforce live Web-Chat is a channel that helps connect customers to support agents so they can get the help that they need, where and how they want it. In this video, we will understand how to set up web-chats in our org and can we utilise this wonderful out of the box feature that Salesforce offers us.

What is Salesforce live web chat in?

Salesforce Web-Chat is a channel that helps connect customers to support agents so they can get the help that they need, where and how they want it. It’s made up of a few different parts in Salesforce.

  1. Chat: the agent part. It gives your support agents the power of conversational messaging right in the console.
  2. Omni-Channel: the delivery. It gets chat requests to the right agent.
  3. Embedded Service: the customer part.It provides a chat window that’s optimized for mobile browsers, too, so customers have a great chat experience whether they’re on their desktop or mobile phone.

How to setup Salesforce Live Web Chat?

Follow below step to setup the Salesforce live chat of live agent.

  • Setup From Chat Agent Guided Setup Flow
    • Grab your code snippet
  • Embedded Service Deployment setup
    • Configure the Chat Setting like Pre-Chat Page and etc.
    • Don’t forget to grab the Deployment Code.
  • Create VF page to publish live agent code
    • Create Visual force page and add code
  • Test Salesforce Live agent

1. Chat Agent Guided Setup Flow

1.1 Click on Service Setup

1.2 Open Chat with customer option.

This will help you to Connect with your customers wherever they are with live, web-based chat. With a click of a button (literally), your customers can get stellar support.

Then click on Start button.

1.3 Create a chat queue

A queue holds incoming chats until they’re routed to the right person on your team.

1.4 Adjust your agents’ chat workload

Set how much work your agents can handle at once. Size your chats relative to agent capacity so that agents can handle multiple chats, but aren’t overworked.

1.5 Let’s make chat work on your website

Tell Salesforce where you want to put chat on your website. Be sure to include a protocol.

1.6 What’s your type?

Link chats with other objects in Salesforce to give you a full view of your chat visitors.

1.7 Offline Support

If you want to setup the offline support you can setup here.

Then click on next button it will show below message

1.8. Grab your code snippet

This code snippet connects your website with embedded chat. When you add the snippet to your website, a chat button is displayed to let customers request a chat. Copy this for future use.

2. Setup Embedded Service Deployment

It time to configure the Embedded Service Deployments. Setup-> Embedded Service Deployments then select your group name.

2.1 Configure Chat Setting

Click on Chat setting section edit button

2.1.1 Diable Pre-chat Page

By default Pre-Chat form is enable. disable it. Once done refresh the page.

2.2 Get Embedded Service Code Snippets

Go back on “Embedded Service Deployment” and select your group. and click on Get Code button from Embedded Service Code Snippets section.

Copy below code

3. Create VF page

Create a VF page and add code from 2.2 step into VF page between below tage

<apex:page>
// Code from 2.2 step
//
</apex:page>

After click on Save button you can use Preview button to see your page. You can see on Agent button but un-clickable. For same you agent need to be online.

4. Test Salesforce Live Agent

Open Service console from App Launcher. Then go online from “Omni-Channel” option.

Click on Omni-Channel then click on Available Chat Option

Once agent is online Refresh your VF page and click on Chat with Agent button

Once agent will accept request from Omni-Channel they can chat agent.

Salesforce Live Web Chat
Salesforce Live Web Chat

What next in Salesforce Chat

Till this point you see how we can setup Live agent in Salesforce. As a next setup you can configure the “Brand Chat Widget” and configure the PRe-Char form and enable Offline Form submit. Check below video to learn about this step.

Step by step guide to configure Salesforce chat?

YouTube video

Advantages of Live Web-Chat

  1. Connect agents for higher productivity.
  2. Build a smarter team.
  3. Get personalized , real-time help online or in your apps.
  4. Improves the support experience for customers.
  5. Provides 24/7 support.
  6. Increases customer engagement.

Please check this post for our old and upcoming session on Service Cloud. Here is playlist of our service cloud sessions recording.

Summary

Salesforce live Agent is now renamed as Salesforce Live Chat / Live Web Chat this allow customer to communicate with Sales rep to get instance response on query or questions.

Amit Chaudhary
Amit Chaudhary

Amit Chaudhary is Salesforce Application & System Architect and working on Salesforce Platform since 2010. He is Salesforce MVP since 2017 and have 17 Salesforce Certificates.

He is a active blogger and founder of Apex Hours.

Articles: 460

18 Comments

  1. Nice Explanation and Interesting session.
    Thank You Khyati and Amit Bhaiya.

    I Have One Query in Pre-chat we are using Some Fields for Collecting Information in Backend if any Validation Rules are active to validate data like (Eg : Phone number must should be 10 Digit) it effect to the Pre-chat or not?

  2. Hello really good session but issue i am facing while setting up this thing related CORS….

    Access to XMLHttpRequest at ‘https://ep1690991272890.my.site.com/b2b2c/embeddedService/sidebarApp.app?aura.format=JSON&aura.formatAdapter=LIGHTNING_OUT&guestUserLang=en-US&eswConfigDeveloperName=Chat_Team’ from origin ‘https://ep1690991272890.my.salesforce.com’ has been blocked by CORS policy: No ‘Access-Control-Allow-Origin’ header is present on the requested resource.
    lightning.out.delegate.js?v=1691753490695:151 GET https://ep1690991272890.my.site.com/b2b2c/embeddedService/sidebarApp.app?aura.format=JSON&aura.formatAdapter=LIGHTNING_OUT&guestUserLang=en-US&eswConfigDeveloperName=Chat_Team net::ERR_FAILED 503

    can you please help me to resolve this issue, this is occurring when i am clicking on “Chat with Agent button”.

    Thanks

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