How to implement Live Agent into Salesforce From Scratch

To Create a Basic Live Agent Implementation into Salesforce we need to follow the 7 easy steps that are given below:

Step1 – Enable Live Agent: In order to enable Live agent user must have Customize Application permission

  1. From Setup in Salesforce Classic, enter Live Agent Settings in the Quick Find box, then select Live Agent Settings.
  2. Select Enable Live Agent.
  3. Click Save.

Enable Live Agent.png

Step2 – Create Live Agent Users :

  1. From Setup in Salesforce Classic, enter Users in the Quick Find box, then select Users.
  2. Click Edit next to a user’s name.
  3. Select Live Agent User. If you don’t see this checkbox, verify that your support organization has purchased enough Live Agent feature licenses.
  4. Click Save.

Create Live Agent Users.png

Step3 – Create And Assign Live Agent Skills :

  1. From Setup, enter Skills in the Quick Find box, then select Skills.
  2. Click New.
  3. Enter a name for the skill.
    For example, you can create a skill that’s called “Accounts” for agents who specialize in questions about customer accounts.
  4. In the Assign Users area, select the users whom you want to associate with the skill.
  5. In the Assign Profiles area, select the profiles that you want to associate with the skill.
  6. Click Save.
To enable supervisors to assign skills, enable the “Assign Live Agent Skills to Users” permission on their profiles.
Create Skills.png
Step4 – Create Live Agent Configuration :
  1. From Setup in Salesforce Classic, enter Live Agent Configurations in the Quick Find box, then select Live Agent Configurations.
  2. Click New.
  3. Choose the settings for your Live Agent configuration.
  4. Click Save.

Step5 – Create Live Agent Deployments :

  1. From Setup in Salesforce Classic, enter Deployments in the Quick Find box, then select Deployments.
  2. Click New.
  3. Choose the settings for your deployment.
  4. Click Save. Salesforce generates the deployment code.
  5. Copy the deployment code, and then paste it on each Web page where you want to deploy Live Agent. For best performance, paste the code immediately before the closing body tag (that is, ).

Deployment

Step6 – Create Chat Button :

  1. From Setup in Salesforce Classic, enter Chat Buttons in the Quick Find box, then select Chat Buttons & Invitations.
  2. Click New.
  3. Select Chat Button from the Type field.
  4. Choose the remaining settings for your chat button.
  5. Click Save.
  6. Copy the button code, and then paste it on each Web page where you’ve deployed Live Agent. Make sure that you paste the code in the area on the page where you want the button to appear.

If you have any problem then please come up into comment section with

Resource

Salesforce Atricle

 

Advertisements

6 thoughts on “How to implement Live Agent into Salesforce From Scratch

  1. Nabeela Mubarak January 7, 2019 / 12:03 pm

    Hi. How can I let the Live agent Appear as a pop-up window in the same browser where I have deployed the Live agent.

    Now when we click the chat button it opens up as a new window. But I want it as a pop-up window in the same frame. Anyways to help me Please!

    Like

    • Amit Singh January 7, 2019 / 12:36 pm

      It’s salesforce standard functionality to open the popup if you wanted as iframe then you need to use some JavaScript

      Like

  2. james October 19, 2018 / 7:24 pm

    ok i have set up live agent and at first was able for my chatbutton to go online but now after i made a few skills it’s almost incapable of coming online any advise?

    Like

    • Amit Singh November 25, 2018 / 3:19 pm

      hmm, That’s strange let me check from my side.

      Like

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s