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Salesforce Advanced Administrator Certification Guide
book

Salesforce Advanced Administrator Certification Guide

by Enrico Murru
November 2019
Intermediate to advanced
672 pages
13h 39m
English
Packt Publishing
Content preview from Salesforce Advanced Administrator Certification Guide

Chat (Live Agent) Setup flow

Let's start with the Chat (Live Agent) Setup flow (we are accustomed to these kinds of flows since we have already used them for Knowledge and Omni-Channel setup).

Go to Service Setup | Recommended Setup | View All and look for Chat With Customers. The wizard will guide you to the following steps:

  1. Add a new queue and an agent group (name the queue Incoming Web Chats and the agent group Chat Agents) and assign users to the group (we can add them later). This step sets up the presence and queue for the chat work items (as we have already seen in Omni-Channel). Users need to have an additional Live Agent license and they are assigned the Live_Agent_Setup_Flow permission set for presence.
  2. Add new routing configuration ...
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Publisher Resources

ISBN: 9781838643898