Salesforce Tutorial

Step 1

Go to the Addons section and select the Salesforce configure option.

Step 2

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