Salesforce provides on-demand CRM software services to help companies with global customer communication. This Userlike integration lets you send chat and offline messages to your Salesforce account. Be prepared for the next follow-up and Webvisitor interactions.
Go to the Addons section and select the Salesforce configure option.
Here you can enter your Salesforce username and password. If you have received your Salesforce Security Token via email, simply paste it into the field within the addon configuration, otherwise follow below steps to reset your token and have it sent to your email.
Obtaining a Salesforce security token
At the top of any Salesforce page, click the down arrow next to your name. From the menu under your name, select "Setup" or "My Settings" — whichever one appears.
From the left pane, select one of the following:
- If you clicked "Setup", select "My Personal Information" > "Reset My Security Token".
- If you clicked "My Settings", select "Personal" > "Reset My Security Token".
Click the "Reset Security Token" button. The new security token is sent via email to the email address on your Salesforce user record.
Sending offline messages to Salesforce
After the configuration process you can send offline messages to Salesforce. This will create a new contact person and a ticket.
Sending chat transcripts to Salesforce
The same function is available for sending chat transcripts to Salesforce. You can also trigger the action from a chat session with a chat command.
$salesforce- Create Salesforce case from current chat