Live Chat Software for SalesForce

Live Chat for Salesforce Integration

Salesforce is used by companies across the country, both big and small. It’s a powerful platform that gives you a lot of flexibility and functions, but to really get the most out of it, you need to follow our guide explaining live chat Salesforce integration. Your live chat will be running in minutes!

Step 1: After logging into your Salesforce account, go to your settings and ensure that Email to Salesforce is activated. If you’re not sure how to do this, Salesforce has a great explanation for it here.

Step 2: The next step for your Salesforce live chat integration is to find your username on the top right section of the screen. Click on it and select Setup.

Step 3: On the left side of the screen, click on Email and then select My Email to Salesforce. Find your Salesforce email and copy it.

Connect live chat software with Salesforce - HelpOnClick

Step 4: Switch over to HelpOnClick, where you will complete the final steps for your the live chat Salesforce integration. Click on Admin and select Settings.

Step 5: Find the box labeled Email to Collect Left Messages, and paste your Salesforce email into the box.

Step 6: Select Automatically Send All Transcripts to This Email, and then click Save.

 Forward HelpOnClick transcript emails to Salesforce

From here, the chats should appear in your CRM as either a lead or a contact, depending on how you have Salesforce set up. Your Salesforce live chat integration is complete! If you have any questions, reach out to us through chat or our contact page, or call at (972) 891-8910.