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New Delhi Salesforce Developer User
Group
What is Salesforce Saturday?
• First started by Stephanie Herrera in Austin, Texas.
• Every Saturday we will meet either o...
What is Salesforce Saturday?
Stephanie Herrera
• Salesforce MVP
• Founder of #SalesforceSaturday Austin, Texas
• She was r...
Who am I ?
Amit Chaudhary
• Active on Salesforce Developer Community
• App Exchange product :- Code coverage Report
• Blog...
What Is Live Agent
Now days customers expect fast replies and quick resolutions. With Live Agent
web chat, We can give the...
Live Agent Setup
Step 1 :- Open live Agent Setting
Step 2:- Enable Live Agent
Step 3:- Setup Live Agent User.
Step 4:- Set...
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 C...
References
https://resources.docs.salesforce.com/sfdc/pdf/live_agent_administr
ator.pdf
http://amitsalesforce.blogspot.in/...
Thank You
Thank you for attending the session.
Follow New Delhi SFDC DUG
Twitter
@newdelhisfdcdug
Hashtag
#newdelhisfdcdug
Meetup.com
http://www.meetup.com/New-Delhi-Sal...
Reach out to me !!
Email
amit.salesforce21@gmail.com
Twitter
@amit_sfdc
Blog
http://amitsalesforce.blogspot.in/
Developer ...
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Live Agent Setup SalesforceSaturday

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Published on

How to Setup Live Agent from Scrach
Knowledge Session conducted as part of New Delhi Salesforce DG #SalesforceSaturday.

Session was given by Amit Chaudhary(@amit_sfdc)

Published in: Software
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Live Agent Setup SalesforceSaturday

  1. 1. New Delhi Salesforce Developer User Group
  2. 2. 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.
  3. 3. 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_
  4. 4. Who am I ? Amit Chaudhary • Active on Salesforce Developer Community • App Exchange product :- Code coverage Report • Blogging at http://amitsalesforce.blogspot.in/
  5. 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. 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. 7. Step 1 :- Open live Agent Setting  Customize --> Live Agent----> Live Agent Setting
  8. 8. Step 2:- Enable Live Agent  Click on Enable Live Agent Chat Box and click on save button
  9. 9. Step 3:- Setup Live Agent User.  Setup--> My Setting -> Advanced User Details--> Then click on Live Agent User checkbox
  10. 10. Step 4:- Set Skill  Click on Setup --> Live Agent --> Skill
  11. 11. Step 5:- Upload Online and Offline Image  Upload online and offline image in "Static Resource“
  12. 12. Step 6:- Setup Chat Buttons & Invitations  Setup--> Customize -->Live Agent --> Chat Button & Invitation
  13. 13.  Once you will click on Save button the chat button code will come
  14. 14. Step 7:- Create Deployment  Click on Setup-> Customize --> Live Agent--> Deployments
  15. 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. 16. References https://resources.docs.salesforce.com/sfdc/pdf/live_agent_administr ator.pdf http://amitsalesforce.blogspot.in/2016/08/live-agent-implementation- setting-up.html
  17. 17. Thank You Thank you for attending the session.
  18. 18. Follow New Delhi SFDC DUG Twitter @newdelhisfdcdug Hashtag #newdelhisfdcdug Meetup.com http://www.meetup.com/New-Delhi-Salesforce-Platform-Developer-User- Group Success Community http://sforce.co/1oc0lQA
  19. 19. Reach out to me !! Email amit.salesforce21@gmail.com Twitter @amit_sfdc Blog http://amitsalesforce.blogspot.in/ Developer Forum https://developer.salesforce.com/forums/ForumsProfile?userId=005F00000055f6 VIAQ&communityId=09aF00000004HMGIA2

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