How to show chat image instead of text in Salesforce Chat?
Static Resource for Chat Image:Chat Button Configuration:Code Change: Output:
Tag: Salesforce Service Cloud
Passing Custom Field Value to Chat Transcript object from Embedded Service Chat in Salesforce
embedded_svc.settings.extraPrechatFormDetails can be used in Salesforce Embedded Service Chat to pass value to the Custom Field on the Chat Transcript object/entity. Create a Custom Field in the Chat Transcript object ....
Secondary Routing Priority in Salesforce Omni-Channel
Salesforce Queues typically route work based on a First-In, First-Out (FIFO) principle, prioritizing items that have been waiting the longest. However, more urgent work may enter the queue while other ....
How to allow visitors to save Chat Transcripts in Salesforce?
1. In the Chat Deployment, enable "Allow Visitors to Save Transcripts". 2. Visitors can use Save Chat Transcript to save the Chat Transcript. Vote for this idea - https://trailblazer.salesforce.com/ideaView?id=0874V000000Lz9MQAS, if ....
Channel Menu setup in Salesforce Experience Site(Community Cloud) with Pre-Chat form pre-filled and linking the Chat to Account, Contact and Case
1. Create an Apex Class to fetch currently logged in user details. public class PreChatValuesController { @AuraEnabled public static user fetchUserDetails() { User ....
How to pop up Chat after sometime using Automated Invitation in Salesforce Chat?
Using Automated Invitation in Salesforce Chat, we can prompt the website visitor if they want to chat with an agent or service representative if the user or visitor has been ....
Channel Menu setup in Salesforce Experience Site(Community Cloud) with Pre-Chat form pre-filled
1. Setup Routing Configuration. 2. Create a Queue. 3. Create a Chat Button with the Queue created in Step 2. 4. Create a Chat Deployment. 5. Create Embedded Service Deployment. ....
Porting Existing Number in Salesforce Service Cloud Voice
1. Port your number. Use the below link for doing this. https://docs.aws.amazon.com/connect/latest/adminguide/port-phone-number.html Note: It takes several weeks to do this sometimes. 2. Once ported, set up phone numbers for your ....
Einstein Bot to Service Agent Transfers in Salesforce
Salesforce Einstein BOT conversations can be transferred to Queue(Omni-Channel Queues) Another Bot Skills(Skill Based Routing) Note:Once the Bot transfers it, Omni-Channel process kicks in. Help Articles:1. To Queuea. https://help.salesforce.com/articleView?id=000351918&language=en_US&mode=1&type=1b. https://help.salesforce.com/articleView?id=sf.bots_service_transfer_queue.htm&type=5 ....
Chat Button Type in Salesforce
1. Automated Invitationa. Small window Pops up in the screen to start the Chat.Automated Invitation Animation Setup:2. Chat Buttona. Doesn't popup.