live agent setup salesforcesaturday

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New Delhi Salesforce Developer User Group

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Page 1: Live Agent Setup SalesforceSaturday

New Delhi Salesforce Developer User Group

Page 2: Live Agent Setup SalesforceSaturday

What is Salesforce Saturday?

• First started by Stephanie Herrera in Austin, Texas.• Every Saturday we will meet either online or offline to

discuss, learn about Salesforce, prepare for Salesforce Certifications.

• Helping each other learning new stuff.• Volunteer based program where anyone can share any

kind of expertise, they might have in Salesforce.

Page 3: Live Agent Setup SalesforceSaturday

What is Salesforce Saturday?Stephanie Herrera

• Salesforce MVP• Founder of #SalesforceSaturday Austin,

Texas• She was recently interviewed on the #

ButtonClickAdmin Podcast.

Listen to the Podcast here:https://admin.salesforce.com/always-learning-stephanie-herrera

Follow her on Twitter:@steph_herrera_

Page 4: Live Agent Setup SalesforceSaturday

Who am I ?Amit Chaudhary

• Active on Salesforce Developer Community• App Exchange product :- Code coverage Report• Blogging at http://amitsalesforce.blogspot.in/

Page 5: Live Agent Setup SalesforceSaturday

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

Page 6: Live Agent Setup SalesforceSaturday

Live Agent Setup

Step 1 :- Open live Agent SettingStep 2:- Enable Live Agent Step 3:- Setup Live Agent User.Step 4:- Set Skill Step 5:- Upload Online and Offline ImageStep 6:- Setup Chat Buttons & InvitationsStep 7:- Create Deployment Step 8:- Final HTML Code

Page 7: Live Agent Setup SalesforceSaturday

Step 1 :- Open live Agent Setting Customize --> Live Agent----> Live Agent Setting

Page 8: Live Agent Setup SalesforceSaturday

Step 2:- Enable Live Agent

Click on Enable Live Agent Chat Box and click on save button

Page 9: Live Agent Setup SalesforceSaturday

Step 3:- Setup Live Agent User.

Setup--> My Setting -> Advanced User Details--> Then click on Live Agent User checkbox

Page 10: Live Agent Setup SalesforceSaturday

Step 4:- Set Skill

Click on Setup --> Live Agent --> Skill

Page 11: Live Agent Setup SalesforceSaturday

Step 5:- Upload Online and Offline Image

Upload online and offline image in "Static Resource“

Page 12: Live Agent Setup SalesforceSaturday

Step 6:- Setup Chat Buttons & Invitations

Setup--> Customize -->Live Agent --> Chat Button & Invitation

Page 13: Live Agent Setup SalesforceSaturday

Once you will click on Save button the chat button code will come

Page 14: Live Agent Setup SalesforceSaturday

Step 7:- Create Deployment Click on Setup-> Customize --> Live Agent--> Deployments

Page 15: Live Agent Setup SalesforceSaturday

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.

Page 17: Live Agent Setup SalesforceSaturday

Thank You

Thank you for attending the session.