Service Cloud: Snap-Ins – Salesforce

Service Cloud: Snap-Ins – Salesforce

With Snap-ins, agents can use contextual customer details from app data to quickly point them to the right solutions.

Add the Snap-in Chat widget to your website so that customers can quickly get answers to their questions by chatting with an agent while browsing your site. Snap-In Chat uses Live Agent, but with a simpler setup. The setup node for snap-ins chat is available only in Lightning Experience.

To set up snap-ins chat, your org must meet these prerequisites:

  1. Lightning Experience must be enabled to set up snap-ins
  2. Service Cloud License
  3. Live Agent License
  4. Live Agent must be enabled in your org
  5. A Live Agent chat button and a Live Agent deployment must be set up and available in your org
  6. A Salesforce Community (preferable) or a site must be set up on your org and available for guest user access

1. Go to Snap-Ins.

2. Click New button.

3. Enter and select details and click “Create” button.

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