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Using your Salesforce integration

by Krzysztof Kraus

This tutorial will tell you how to:

  • Create Leads and Contacts from chats, chat archives and the Visitors section of your LiveChat
  • Search Salesforce Leads and Contacts directly from LiveChat
  • Update Lead and Contact information directly within LiveChat
  • Pass chat transcripts either as Cases or any other Object that you have created in your Salesforce account

How to add Leads and Cases to Salesforce?

Adding new Leads or Contacts is simple and the process looks the same for both. All you have to do is follow these steps.

  1. Choose a chat from which you would like to add a new Lead or a Contact.
Choosing an ongoing chat
  1. Or choose a chat transcript from the Archives section of your LiveChat.
Choosing a chat from archives
  1. You can also choose a visitor directly from the Visitors section of your LiveChat.
Choosing a website visitor
  1. Next, click on the Salesforce button in the top right corner of your LiveChat dashboard and click on Add New Lead or Add New Contact button.
Adding lead or a contact from LiveChat
  1. You will see a form where you can fill out the customer’s data to pass to Salesforce.
Filling in the details about a Lead before passing it to Salesforce
Note that you have to fulfil the required fields, marked with a * symbol – the required fields are determined by the settings of your Salesforce account.
  1. Confirm adding a Lead or a Contact by clicking on the green button at the bottom of the form.

How to edit existing Leads and Contacts?

Follow the steps below to edit the existing Leads and Contacts directly within your LiveChat dashboard.

  1. To do that, choose an existing Lead or Contact and click on the Edit details button.
Edit already existing record
  1. Update information in the table and confirm changes by clicking on the Save button.
Updating already existing record
Note that you can edit the information directly from an ongoing chat, Visitors or Archives section of the app. You can also search for the existing record and edit the information as well.

How to search existing Leads or Contacts?

Using the Salesforce plugin, you can search for existing records in your Salesforce account – Leads and Contacts.

  1. To do that, click on the Salesforce button and hit the Magnifier icon. Then, provide the email address that you are looking for.
Using search tool
Note that you can look for a specific address by wrapping the emails in the quotation marks (“”) or typing a string that you are looking for.

If the Lead or Contact already exists in your database, detailed information will be loaded in the panel.

How to Save a Chat Transcript to Salesforce

Saving transcript is even easier then adding the Salesforce integration itself. Transcripts can be added directly from Chats or from your Archives.

  1. To do that, click on a Chat or select a Transcript from the Archives section of the app and click on the Save transcript button.
Saving a chat transcript
By default, transcripts are saved as Cases to your Salesforce. Click here to learn how to change it to a different Object.

Done! Now you know what possibilities does the Salesforce integration has to offer! 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 – installation

Salesforce integration – configuration

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