Salesforce Live Chat Plugin Features

Access complete information about your web visitor stored in your Salesforce CRM from within the chat window.

Add new contacts, notes and post-chat transcript directly from your Agent Dashboard.

Fully customizable live chat forms, integration rules and custom SOQL queries.

This integration is supported by Salesforce developer edition only.

Salesforce live chat features


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enable salesforce chat plugin

How to add Salesforce CRM to ClickDesk live chat

Enable Salesforce Plugin

In the ClickDesk dashboard, go to Salesforce Integration.

Enter your Salesforce username, password and API Key.

The API security token can be obtained from your Salesforce dashboard.

Advanced settings

To control the field to be received in the lead profile during live chat please configure SOQL queries.

Add lead and other information into the lead profile in Salesforce with a short command.

configure live chat salesforce

lead deatils salesforce

Retrieve lead details

Salesforce chat plugin is now active on your account.

When a customer visits your website and enters his email to initiate a live chat, the operator receives the customer's information from Salesforce directly on their IM/Web chat Panel.

The profile link can be used to view the customer's Salesforce profile.

Add a new lead

You can add a new contact to your Salesforce CRM directly from your Webchat Panel during the online chat.

To add a new contact during the chat, use the "/add" command. A new contact will be created under "People & Organizations" in your Salesforce CRM with the available name and email details.

add new leads salesforce

salesforce chat transcript

Add post-chat transcript

Chat transcripts allow the operator or the other team members to access customer details for future reference. This can also help them keep track the customer.

Once the integration with Salesforce CRM is setup, the chats are automatically added to the profile as notes for future reference and quality analysis of the live chat.

Add a Note Manually

Along with the complete chat transcript (post-chat) that is added at the end of chat conversation, the operator can also add detailed notes to the contacts in Salesforce during the live chat session.

To add a note for the customer during the chat conversation, send "/note your text" command in Agent Dashboard.

manual note salesforce

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Convert visitors to happy customers

Awesome combo of live-chat, voice and video