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Showing articles from salesforce tag

May 05 2017 Production Release

**Enhancements:** **1. ****Salesforce app integration:** Phone no. of the visitor will be posted to the corresponding lead or contact detail in the connected Salesforce account. * **During Chat:** If visitor's phone number is available, Lead/Contact with that phone no. will be fetched from your connected SFDC a…

March 1 2017 Production Release

**Enhancements : ** **Salesforce integration : ** 1. Lead owner/Contact owner field in your salesforce account will henceforth contain the name of the agent who handled the chat. In case of multiple agents handling a chat, only the agent who ended the chat will be considered. 2. Now, all of your offline messa…

Enable integration with Salesforce

### Salesforce integration benefits: * View lead/contact details from Salesforce CRM during an ongoing chat. * During a chat session, manually create leads/contacts in Salesforce CRM. * After a chat ends, automatically create leads/contacts in Salesforce CRM. * Create multiple leads/contacts for a customer du…

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