Live chat Integration for Salesforce

eAssistance Pro for Salesforce

Salesforce gives you exceptional insights about your customers through its effective CRM (customer relationship management) solutions. But if you need a solution to have customer info gathered during live chat to be directly in your CRM, integrate eAssistance pro with Salesforce. Keep track of your sales, tasks and follow-up activities with Salesforce and indulge in chat sessions with eAssistance pro to gather additional info about your customers, provide sales info and valuable customer service.

These quick steps will help you to easily merge both the services into one easy platform:

Step 1: Login to your eAssistance Pro account

Step 2: Go to 'My Account' and Click on 'Get Your Chat Button Code' option to copy the code.

Step 3: Login to your Sales force administrator panel and browse to 'Component manager' section.

Step 4: Either select an available Component where HTML tags can be used and then click the title to edit or create a new Component.

Step 5: Add or Paste the HTML chat code at an appropriate field as per your location choice.

Step 6: Save the changes made in Component manager section

Step 7: Check your website for Live Chat option by clicking on the "Preview" tab.

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