📄️ Introduction to
<img
📄️ Authorization
The authorization of your Salesforce account can be completed in just a few clicks. When you select Add Salesforce Account or Add Sandbox Account in the integration settings, a pop-up window will appear prompting you to enter your Salesforce credentials.
📄️ Configuration
The integration has two components. One of them can be found in the Chat Details Section, while the other component - used primarily for configuration and only accessible by LiveChat license owners and viceowners.
📄️ Chat Details Widget
This section will contain Salesforce Objects related to the current Visitor (If exists), as well as an option to create a new object for the given Chat.
📄️ Custom scripts
If you require Salesforce objects to be created or updated automatically, go to your field mapping settings. There you can enable automation for each object if needed and choose the expected trigger. It's description can be found here.
📄️ Privacy Policy
Effective date: 10/26/2022