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Farmington Hills Salesforce Developer
User Group
Salesforce Apex Hours :- Live Agent Chat
#SalesforceApexHours #FarmingtonHillsSFDCDug
Our Sponsor
Tom Nieman
Thanks “WorkForce Software” to
provide us space for our meetup
Who am I ?
Amit Chaudhary
• Active on Salesforce Developer Community
• App Exchange product :- Code coverage Report
• Blogging at http://amitsalesforce.blogspot.in/
• Co-Organizer of :- FarmingtonHillsSFDCDug
Today Topic
1) What is Live Agent
2) Pre and Post Chat Form
3) Demo
4) FAQ
What Is Live Agent
Now days customers expect fast replies and quick resolutions. With Live Agent
web chat, We can give them quicker responses to their queries. Live Agent
provide users the ability to interact with the agents through web chat to get
more information about specific product or queries
Live Agent Setup
Step 1 :- Open live Agent Setting
Step 2:- Enable Live Agent
Step 3:- Setup Live Agent User.
Step 4:- Set Skill
Step 5:- Upload Online and Offline Image
Step 6:- Setup Chat Buttons & Invitations
Step 7:- Create Deployment
Step 8:- Final HTML Code
Step 1 :- Open live Agent Setting
 Customize --> Live Agent----> Live Agent Setting
Step 2:- Enable Live Agent
 Click on Enable Live Agent Chat Box and click on save button
Step 3:- Setup Live Agent User.
 Setup--> My Setting -> Advanced User Details--> Then click on Live
Agent User checkbox
Step 4:- Set Skill
 Click on Setup --> Live Agent --> Skill
Step 5:- Upload Online and Offline
Image
 Upload online and offline image in "Static Resource“
Step 6:- Setup Chat Buttons &
Invitations
 Setup--> Customize -->Live Agent --> Chat Button & Invitation
 Once you will click on Save button the chat button code will come
Step 7:- Create Deployment
 Click on Setup-> Customize --> Live Agent--> Deployments
 Then click on Save button. After Saving Deployment code will come like
below
NOTE:- First you need to copy Chat Button Code then Deployment Code.
Thank You
Thank you for attending the session.
Follow Farmington Hills SFDC Developer Group
Twitter Hashtag
#FarmingtonHillsSFDCDug
Meetup.com
https://www.meetup.com/Farmington-Hills-Salesforce-Developer-Meetup/
Facebook Page
https://www.facebook.com/FarmingtonHillsSfdcdug/?ref=bookmarks
Reach out to me !!
Email
amit.salesforce21@gmail.com
Twitter
@amit_sfdc
Live Agent Blog Post
http://amitsalesforce.blogspot.com/2016/08/live-agent-implementation-setting-up.html
Developer Forum
https://developer.salesforce.com/forums/ForumsProfile?userId=005F00000055f6VIAQ&
communityId=09aF00000004HMGIA2

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Live agent

  • 1. Farmington Hills Salesforce Developer User Group Salesforce Apex Hours :- Live Agent Chat #SalesforceApexHours #FarmingtonHillsSFDCDug
  • 2. Our Sponsor Tom Nieman Thanks “WorkForce Software” to provide us space for our meetup
  • 3. Who am I ? Amit Chaudhary • Active on Salesforce Developer Community • App Exchange product :- Code coverage Report • Blogging at http://amitsalesforce.blogspot.in/ • Co-Organizer of :- FarmingtonHillsSFDCDug
  • 4. Today Topic 1) What is Live Agent 2) Pre and Post Chat Form 3) Demo 4) FAQ
  • 5. What Is Live Agent Now days customers expect fast replies and quick resolutions. With Live Agent web chat, We can give them quicker responses to their queries. Live Agent provide users the ability to interact with the agents through web chat to get more information about specific product or queries
  • 6. Live Agent Setup Step 1 :- Open live Agent Setting Step 2:- Enable Live Agent Step 3:- Setup Live Agent User. Step 4:- Set Skill Step 5:- Upload Online and Offline Image Step 6:- Setup Chat Buttons & Invitations Step 7:- Create Deployment Step 8:- Final HTML Code
  • 7. Step 1 :- Open live Agent Setting  Customize --> Live Agent----> Live Agent Setting
  • 8. Step 2:- Enable Live Agent  Click on Enable Live Agent Chat Box and click on save button
  • 9. Step 3:- Setup Live Agent User.  Setup--> My Setting -> Advanced User Details--> Then click on Live Agent User checkbox
  • 10. Step 4:- Set Skill  Click on Setup --> Live Agent --> Skill
  • 11. Step 5:- Upload Online and Offline Image  Upload online and offline image in "Static Resource“
  • 12. Step 6:- Setup Chat Buttons & Invitations  Setup--> Customize -->Live Agent --> Chat Button & Invitation
  • 13.  Once you will click on Save button the chat button code will come
  • 14. Step 7:- Create Deployment  Click on Setup-> Customize --> Live Agent--> Deployments
  • 15.  Then click on Save button. After Saving Deployment code will come like below NOTE:- First you need to copy Chat Button Code then Deployment Code.
  • 16. Thank You Thank you for attending the session.
  • 17. Follow Farmington Hills SFDC Developer Group Twitter Hashtag #FarmingtonHillsSFDCDug Meetup.com https://www.meetup.com/Farmington-Hills-Salesforce-Developer-Meetup/ Facebook Page https://www.facebook.com/FarmingtonHillsSfdcdug/?ref=bookmarks
  • 18. Reach out to me !! Email [email protected] Twitter @amit_sfdc Live Agent Blog Post http://amitsalesforce.blogspot.com/2016/08/live-agent-implementation-setting-up.html Developer Forum https://developer.salesforce.com/forums/ForumsProfile?userId=005F00000055f6VIAQ& communityId=09aF00000004HMGIA2