« Integrations

Salesforce integration - installation

Krzysztof Kraus
2 min read
updated: Jul 25, 2019
This integration works only with Salesforce plans that include an access to API.
This integration works only with Salesforce plans that include an access to API.
Note that LiveChat does not integrate with Salesforce Sandbox. We apologize for any inconveniences regarding this case.
Note that LiveChat does not integrate with Salesforce Sandbox. We apologize for any inconveniences regarding this case.

The benefits of Salesforce integration:

  • Create Leads and Contacts from chats and chat archives
  • Search Salesforce Leads and Contacts directly in LiveChat
  • Update Leads and Contacts directly in LiveChat
  • Pass chat transcripts either as Cases or any other Object that you have created in your Salesforce account

How to set up?

Setting up the integration is easy - all you need are your Salesforce credentials. After adding the integration you will unlock exciting new possibilities in the field of lead generation.

  1. Login to your LiveChat admin account and go to the Salesforce page in Marketplace. Then, add the integration by clicking on the Install button.

Salesforce plugin installation screen

You will get a confirmation that the integration has been successfully added.

Salesforce plugin installed successfully

  1. Now, click on the Salesforce button in the top right corner of your LiveChat dashboard and press the Connect button. This will connect your Salesforce account with LiveChat.

Connecting Salesforce plugin to LiveChat

Connecting Salesforce plugin to LiveChat

  1. Provide your Salesforce Username and Password and click on Log In button.
Note that all agents on your LiveChat account will have to provide their own Salesforce credentials.
Note that all agents on your LiveChat account will have to provide their own Salesforce credentials.

Salesforce login screen

Note that this step will be omitted when you will be already logged in to your Salesforce account.
Note that this step will be omitted when you will be already logged in to your Salesforce account.
  1. On the next screen, the integration will ask you to grant LiveChat access to your Salesforce account - click on Allow in order to continue.

LiveChat access request

Done! Now your Salesforce is integrated with LiveChat and you can start using it right away! Hopefully you have found this article helpful but if you have any additional questions, feel free to start a chat with us - we are available 24/7/365!

Also, don’t forget to check out other articles regarding Salesforce:

Salesforce integration - usage

Salesforce integration - configuration

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