Salesforce Chat
Video thumbnail for Temporarily Disable or Hide Chat in Salesforce Experience Cloud Site
Temporarily Disable or Hide Chat in Salesforce Experience Cloud Site

2K views · Apr 14, 2022

infallibletechie.com

If you want to hide the Chat feature temporarily, then disable "Display chat button".

Video thumbnail for Number of Chats completed every day and hour in Salesforce using report
Number of Chats completed every day and hour in Salesforce using report

2K views · Apr 11, 2022

infallibletechie.com

For formula reference and additional information, please check this https://www.infallibletechie.com/2022/04/how-to-find-number-of-chats-completed.html.

Video thumbnail for Use different ringtone or sound for Incoming Chat Messages in Salesforce
Use different ringtone or sound for Incoming Chat Messages in Salesforce

2K views · Mar 16, 2022

infallibletechie.com

https://www.infallibletechie.com/2022/02/how-to-setup-browser-notification-and.html

Video thumbnail for Skills Based Routing Chats in Salesforce
Skills Based Routing Chats in Salesforce

9K views · Apr 29, 2022

infallibletechie.com

Skills-Based Routing configuration for Salesforce Incoming Chats

Video thumbnail for Queue Based Routing Chats in Salesforce
Queue Based Routing Chats in Salesforce

22K views · Apr 30, 2022

infallibletechie.com

Queue-Based Routing configuration for Salesforce Incoming Chats

Video thumbnail for How to update the Case Owner to Chat agent when the Chat is accepted using Record Triggered Flow in
How to update the Case Owner to Chat agent when the Chat is accepted using Record Triggered Flow in

756 views · May 12, 2022

infallibletechie.com

We can use a Record-Trigger Flow on the AgentWork entity to update the Case Owner to Chat agent when the Chat is accepted in Salesforce.

Video thumbnail for Create Case when agents are Offline in Salesforce Embedded Chat
Create Case when agents are Offline in Salesforce Embedded Chat

1K views · May 13, 2022

infallibletechie.com

"Offline support" feature in the Embedded Service Deployment can be used to log case when the agents are not available. The "Offline support" feature will display Case Form when the agents are offline.

Video thumbnail for Route chats to a different team if the current team is full of capacity in Salesforce
Route chats to a different team if the current team is full of capacity in Salesforce

1K views · May 17, 2022

infallibletechie.com

Fallback Routing can be used to route chats to a different team if the current is full of capacity in Salesforce.

Video thumbnail for Salesforce Omni-Channel Audio Settings
Salesforce Omni-Channel Audio Settings

1K views · May 25, 2022

infallibletechie.com

Starting Summer '22 Release, Omni-Channel notification audio can be customised in the Presence Configuration Audio Settings Sections.

Video thumbnail for How to give Agents ability to see other Agents status without using Omni Supervisor in Salesforce?
How to give Agents ability to see other Agents status without using Omni Supervisor in Salesforce?

1K views · May 26, 2022

infallibletechie.com

To give Agents ability to see other Agents status without using Omni-Supervisor in Salesforce, report on User Presence entity can be used.

Video thumbnail for How to find pre chat info that was passed when the Chat was initiated in Salesforce?
How to find pre chat info that was passed when the Chat was initiated in Salesforce?

2K views · May 30, 2022

infallibletechie.com

Salesforce Pre-Chat info will be stored in ConversationContextEntry entity when the chat is initiated. So, we can query the ConversationContextEntry entity. To initiate Salesforce Chat via REST API, please check the following link: https://www.infallible

Video thumbnail for Salesforce Chat Transfer to Skills
Salesforce Chat Transfer to Skills

6K views · Jun 8, 2022

infallibletechie.com

Salesforce Chats routed via Omni-Channel can be transferred to a Skill or to multiple Skills.

Video thumbnail for Displaying different names for agents in Salesforce Chat
Displaying different names for agents in Salesforce Chat

6K views · Jun 21, 2022

infallibletechie.com

Chat Agent Configurations in Salesforce can be used to display different name for Chat Agent.

Video thumbnail for How to test Salesforce Embedded Service Chat Code?
How to test Salesforce Embedded Service Chat Code?

2K views · Jun 26, 2022

infallibletechie.com

Using GitHub, we can easily test the Salesforce Embedded Service Deployment Chat Code Snippet.

Video thumbnail for Hide and Show Salesforce Embedded Service Chat
Hide and Show Salesforce Embedded Service Chat

3K views · Jul 2, 2022

infallibletechie.com

embedded_svc.settings.displayHelpButton should be set to true to display the Salesforce Embedded Service Chat. embedded_svc.settings.displayHelpButton should be set to false to hide the Salesforce Embedded Service Chat.

Video thumbnail for End Chats for unresponsive Visitors in Salesforce
End Chats for unresponsive Visitors in Salesforce

6K views · Aug 3, 2022

infallibletechie.com

Enable customer timeout on the Salesforce Chat button should be used to end the chats when the visitors are unresponsive. Blog Post: https://www.infallibletechie.com/2022/08/how-to-end-chats-when-the-visitors-are-unresponsive-in-salesforce.html

Video thumbnail for Set Omni Channel status to Busy when Chat is accepted in Salesforce
Set Omni Channel status to Busy when Chat is accepted in Salesforce

3K views · Aug 9, 2022

infallibletechie.com

Blog Post: https://www.infallibletechie.com/2022/08/how-to-set-omni-channel-status-to-busy-when-chat-is-accepted-by-the-agents-in-salesforce.html

Video thumbnail for Find queue availability in Salesforce using Omni Channel Flow
Find queue availability in Salesforce using Omni Channel Flow

4K views · Aug 20, 2022

infallibletechie.com

Using "Check Availability for Routing" action, we can check whether agents are available in the queue to accept chats. Blog Post: https://www.infallibletechie.com/2022/08/how-to-find-queue-availability-in-salesforce-omni-channel-flow.html

Video thumbnail for Salesforce Lead Record Type for Embedded Service Chat
Salesforce Lead Record Type for Embedded Service Chat

3K views · Sep 6, 2022

infallibletechie.com

To set the Lead Record Type for Embedded Service Chat, click Edit in Pre-Chat page section and select the Record Type. Blog Post: https://www.infallibletechie.com/2022/09/salesforce-lead-record-type-for-embedded-service-chat.html

Video thumbnail for Salesforce Article Answers in Einstein Bot
Salesforce Article Answers in Einstein Bot

4K views · Sep 14, 2022

infallibletechie.com

Salesforce Article Answers with Einstein Bot helps us avoid transferring Chats to agents when Knowledge articles can assist the customers. Blog Post: https://www.infallibletechie.com/2022/09/salesforce-article-answers-in-einstein-bot.html

Video thumbnail for Chat Transfer to Chat Buttons in Salesforce
Chat Transfer to Chat Buttons in Salesforce

1K views · Sep 17, 2022

infallibletechie.com

If the agents are not seeing Chat Transfer to Chat Button, then make sure Chat Transfer To Chat Buttons Enabled is set to true on the Chat Agent Configuration. Blog Post: https://www.infallibletechie.com/2022/09/how-to-enable-chat-transfer-to-chat-butto

Video thumbnail for Find Visitor Wait Time to Chat in Salesforce
Find Visitor Wait Time to Chat in Salesforce

7K views · Sep 19, 2022

infallibletechie.com

Blog Post: https://www.infallibletechie.com/2022/08/how-to-find-visitor-wait-time-to-chat-in-salesforce.html

Video thumbnail for Salesforce Chat Language Setup in Experience Cloud Site
Salesforce Chat Language Setup in Experience Cloud Site

2K views · Sep 30, 2022

infallibletechie.com

Blog Post: https://www.infallibletechie.com/2022/09/salesforce-chat-language-setup-in-experience-cloud-site.html

Video thumbnail for Greet Customers without Pre Chat Form in Salesforce Chat
Greet Customers without Pre Chat Form in Salesforce Chat

9K views · Nov 6, 2022

infallibletechie.com

Blog Post: https://www.infallibletechie.com/2022/11/greet-customers-without-pre-chat-form-in-salesforce-chat.html

Video thumbnail for Record Creation flow or order in Salesforce Chat
Record Creation flow or order in Salesforce Chat

532 views · Nov 21, 2022

infallibletechie.com

Blog Post: https://www.infallibletechie.com/2022/09/account-or-contact-or-lead-or-case-creation-flow-or-order-in-salesforce-chat.html