Salesforce com integration guide install#
Salesforce com integration guide update#

Make sure the settings are as follows (this is also Salesforce default state).

Choose вЂњSecurity ControlsвЂќ on the right-side menu, and then вЂњSession Settings.вЂќ.

You should therefore configure the following settings: Our widget includes our own Clickjacking Protection feature, that makes sure that the Visualforce pages of our app can only be opened by websites hosted on official LivePerson domains and servers, so your information is always safe. Verifying Clickjack setting is disabled for required Visualforce Pages

Make sure you have the Conversational Cloud application selected.

Login to Salesforce вЂ“ click on the application menu in the top right of your screen.Now that you have installed the Conversational Cloud app in your Salesforce org, you will want to set it up.Navigating to the Conversational Cloud application in Salesforce This step will guide you through the activation & configuration of the app in Salesforce. Step #2: Configuring the Conversational Cloud app in Salesforce

Salesforce com integration guide install#

вЂњApprove Third-Party AccessвЂќ - The App will ask you to install вЂњRemote Site SettingsвЂќ, mark the checkbox вЂњYes, grant access to these third-party web sitesвЂќ and click continue, to allow communication to LivePerson Servers (this is mandatory for the app to work).Select 'Install for All Users,вЂќ click 'Install.' (When you complete the installation, make sure to limit the app and tabs only to the relevant authorized profiles, so the agents will not be able to modify the app configuration and setup (Admin, Management).Step #1: Installing the Conversational Cloud app for Salesforce Please note: The information in this guide refers to both chat and messaging, unless otherwise indicated. This guide sets out the steps to install, configure, and start working with the Conversational Cloud app for Salesforce. In addition, the app will include back-end setup that will allow the SFDC admin to customize the default settings for their organization. If you use both Cirrus Insight and Attach.io, you can add a personalized Attach link to the email templates you edit/create using Cirrus Insight.The Conversational Cloud Salesforce Widget will allow SFDC information to be viewed inside the platform, as well as enabling records to be created and chat/messaging transcripts to be attached to them. How can I add a personalized Attach.io link to an email template?

Salesforce com integration guide update#

If the user does not have the required level of permissions, the update will fail but still be visible (and can be retried) from the SalesForce Integration tab in Attach.

Permissions Required:ДЄttach connects to SalesForce as the user and needs the following permissions to be able to insert records into your SalesForce database: In this case, the new leads will be visible in the SalesForce Integration tab of the Attach app and you can choose to manually copy the data to SalesForce or export for use in another tool. You can disable the automatic creation of Leads should you not wish to use this functionality. The Lead is marked as owned by the SalesForce account used for the integration and a new Task is appended to this Lead as above. If the viewer does not exist in your SalesForce database, a new Lead is created with the viewerвЂ™s name, email and the company you specified when you created the Attach link. A custom field, AttachId is also appended to the viewerвЂ™s record so that Attach can update the summary Task as the user continues to move through the document. If the viewer exists in your SalesForce database, a new Task/Calendar Event is created against their record to show which document they viewed and a summary of the amount of time they spent viewing is appended to the Task. Attach immediately queries SalesForce to determine if this is an existing Contact on an Account, an existing Lead or a new Lead that does not exist in your SalesForce Database. When a viewer views a document, they are identified by Attach by their email address (at a minimum). Attach provides a way of integrating with Salesforce to allow you to map Attach document visits back into your CRM system.