Month: December 2014

Creating Deployments in Salesforce live agent – SFDC Tutorials

Deployments in Salesforce live agent – SFDC Tutorials : Creating deployment in salesforce live agent or configuring deployments in salesforce live agent is same. Here we should know what is deployment in salesforce live agent, why should we create deployments in salesforce live agent.

What is deployment in salesforce live agent ?

Deployment consists of set of Java script lines. It enables us to create different branding and domains in live agent for multiple service centers that supports multiple websites. Different set permissions for online visitors can be made.

How to create deployment in salesforce live agent ?

Deployments in salesforce live agent can be created using live agent deployment API.

Follow the steps shown below for Creating deployments in Salesforce live agent .

  • Go to Setup=>Build=>Customize=>live agent=>Deployments.

Creating deployments in Salesforce live agent - SFDC Tutorials

Click on Deployments as shown above to create new deployment in salesforce live agent.

  • Now click on new button.
    Creating deployments in Salesforce live agent - SFDC Tutorials
  • A new page will be opened. Enter all the details as shown below.
    Creating deployments in Salesforce live agent - SFDC Tutorials
  • Enter name for the deployment.
  • Developer name will be automatically entered.
  • Enter a name as title for live chat window.
  • Enable allow visitors to save transcription check box.
  • Finally click on Save button.

When we click on save button salesforce generates the deployment code. This deployment code will be used. Copy and paste the code in web page that you want to deploy live agent.

Deployment settings in live agent salesforce2

The above shown is the deployment code. Simply copy and paste the code. Use opening and ending body tags for better performance.

Salesforce live agent configurations – live agent customization

Salesforce live agent configurations – live agent customization: Salesforce live agent configurations is nothing but configuring different settings for internal organization employees. Every thing inside organization service control is maintained and controlled here. So Salesforce live agent configurations are very important and must be taken care while making configuration settings.

How Salesforce live agent configurations helps ?

Salesforce live agent configurations decides the working of the chat console. When a customer request a question in chat then the notification will be sent to the agent. So that the agent can supervise the customer by providing solutions.

How to set up Salesforce live agent configurations ?

Configuring different settings in salesforce live agent follow the steps shown below.

  • Go to Setup=>Build=>Customize=>Live agent=>Live agent configurations.

Salesforce live agent configurations

Select live agent configurations links to customize live agent in salesforce.

  • Select new button.

Salesforce live agent settings

Here we have three settings that are to be customized they are.

  1. User configuration settings.
  2. Assign users and profiles.
  3. Supervisor settings.

User configuration settings.

In user configuration settings we have to enter different basic information settings.

  • Enter live agent configuration name and developer name.
  • Enter chat capacity.
  • Enable sneak peak  : It helps to view customers message before agent send message to customers.
  • Enable request sound enabled.
  • Enter agent name.
  • Enter greeting message.

Salesforce live agent configurations

Assign users and profiles.

  • Select user and assign then from available users to selected users.
  • Now assign profiles.

Salesforce live agent configurations

Supervisor Settings.

  • Enable chat monitoring this makes supervisors chat observe agent chat.
  • Enable whisper message. This send supervisor a private message to agent during chat with customers.
  • Enable agent sneak peak.

Salesforce live agent configurations

Enable chat transfer settings as shown below.

Salesforce live agent configurations

Finally save all the settings.

Create live agent button in salesforce – live agent Button

Create live agent button in salesforce – live agent Button : Creating live agent button is the third process in salesforce live agent configurations. Here during creation of live agent button in salesforce we can add image button, chat forms, custom agent names and other.

Why should we create  live agent button in salesforce ?

To chat with customers and real time website visitors we have to add custom button in our web page. Using chat live agent chat buttons agent can initiate the chat session.

How to create live agent button in salesforce ?

Creating salesforce live agent chat button is easy and must be careful while making settings with chat buttons and invitations area of the set up menu. The settings what we make with chat buttons and invitation will control the working of the buttons in our website.

Additional features for salesforce live agent can be customized using apex and visualforce page.

Follow the steps given below to create live agent button in salesforce.

  • Go to Setup=>Build=>Customize=>Live agent=>Chat buttons & Invitations.

Create live agent button in salesforce - live agent Button

Select chat buttons and invitations to create new chat button.

  • Click on New button to create chat button in salesforce live agent.

Create live agent button in salesforce - live agent Button

A new page will be opened where it contains two sections basic information and chat button customization.

Create live agent button in salesforce - live agent Button

Basic information.

  • Select the type of the chat button from the drop down list. It contains two types Chat button and automated invitation.
  • Enter name and developer name.
  • In routing type we have three values in the drop down list they are choice, least active and most available. Select the routing type so that the incoming chats are routed to live agents in salesforce.
  • Select skills.
  • Select deployment.
  • Enter Custom agent name.
  • Enter auto greeting message.
  • Finally Save all the settings.

Creating salefroce live agent chat button2

The above page will be appeared after saving all the settings. The above code shown can be copied and pasted in our web page to activate salesforce live agent chat. Successfully we have created  live agent button in salesforce – live agent Button.

Creating live agent skills in salesforce- Salesforce Live agent features

Creating live agent skills in salesforce- Salesforce Live agent features : Creating salesforce live agent in salesforce is the first step that we have to set up. While creating salesforce live agent skills we have to assign users and profiles to live agent skills.

Why should we create Salesforce live agent skills?

In live agent salesforce, creating skills are important to identify experts in specific areas. Then we can assign that skilled expert agent to answer the questions asked by real time online visitors and customers.

Using skills in live agent salesforce customers and online website visitors who are chatting with live agent can be tagged using skills.

Example : Customer asked a question about product billing then this question will be assigned to the most experience live agent and will transfer that chat to that billing live agent.

Creating live agent skills in salesforce.

To create skills in salesforce live agent follow the steps shown below.

  • Go to Setup=>Build=>Customize=>live agent=>Skills.

Creating skills in live agent salesforce

For creating new skills click on skills links as shown above. Now we are taken to new page to create new skills in salesforce live agent.

  • Click on new.

Creating live agent skills in salesforce

A skill page will be opened. Enter all the details as shown below. We have three section Basic information, Assign users and assign profiles.

Creating live agent skills in salesforce

  • While creating skills assign user to which you want associate with the skills.
  • Assign profiles by selecting agent profile.
  • Finally click on SAVE button to save all settings

Creating live agent skills in salesforce

Successfully we have created live agent skills in salesforce.

Enabling live agent salesforce tool – live agent settings

Enabling salesforce live agent tool in salesforce : salesforce live agent is a tool that used in organizations to interact with customers and online visitors in real time. By contacting with customers we can solve their problems by giving suggestions and solution they need. In order to customize live agent in salesforce we have to enable live agent salesforce tool in salesforce.com.

How to activate live agent salesforce.

To activate live agent salesforce tool in salesforce.com follow the steps given below.

  • Go to Setup.

how to enable live agent salesforce0PNG

  • Now go to Build=>Customize.

how to enable live agent salesforce1

Click on customize button to expand and go to live agent.

  • Now go to live agent=>Settings

Enabling  live agent salesforce tool - live agent settings

If you have not enabled live agent salesforce in your salesforce.com you are not able to visible above shown settings. Live chat transcripts, live chat transcript events, live chat visitors, live agent sessions are not visible. Only settings button under live agent is visible.

Click on live  agent settings then a new window is displayed as shown below.

  • Click on enable live agent check box to activate.

Enabling  live agent salesforce tool - live agent settings

When live agent is enabled we can see all features shown above  and finally click on save button to save all settings.

What is salesforce live agent – live agent salesforce

What is salesforce live agent – live agent salesforce : Today we learn about Salesforce live agent. Every one have a doubt that what is salesforce live agent and how can we use this tool in salesforce. We discuss briefly about Salesforce live agent and how to get started with live agent in salesforce.com

What is Salesforce live agent ?

Live agent in salesforce is tool that is used to connect with customer and real time website visitors. Using live agent we can chat with customers so that we can provide fast response and quicker solutions they need.salesforce live agent

In salesforce.com live agent tools can connect with customer in two ways they are

  1. Through Web-based.
  2. Through text-only live chat.

Salesforce live agent advantages

  • We can interact with customers in real time.
  • We can chat with customers and website visitors in real time.
  • During live chat with customer we can collect information and can be saved.
  • Saved information can be used for reporting in future.

Important point to be remembered before customizing live agent in salesforce.

  1. Live agent must be enabled in our organization.
  2. Necessary permissions has to be granted by administrator to use live agent feature license.

When discussing with live agent salesforce we will cover many topics on live agent salesforce like customizing deployments, creating deployments, logging deployment activity, customizing chat window, creating chat window, buttons, forms pages and many more.

When starting with salesforce live agent we have to configure some important steps they are

  1. Enabling live agent in salesforce.com
  2. Creating skills.
  3. Creating live agent button.
  4. Customizing different live agent settings.
  5. Configuring Deployment settings.

How to enable development mode in Salesforce.com

Enable development mode in Salesforce.com  : Generally we face error like record currently unavailable in salesforce while saving visualforce pages. To avoid this type of error in salesforce we have to enable Development mode in salesforce.

What is development mode in salesforce ?

Development mode in salesforce enable to embed our visualforce page editor in our browser. By enabling Development mode we can see both code and preview of the visualforce page in same window.

In Development mode we can see apex editor also. In Apex editor we edit controller and extensions.

How to enable Development mode in salesforce?

Follow the steps given below to enable development mode in salesforce.

  • Go to Your name=>My Settings=>Personal =>Advanced User Details.

How to enable development mode in Salesforce.com

Click on personal=>Advanced user details.

Now click on edit button to enable development mode in salesforce.

How to enable development mode in Salesforce.com

Select Development mode check box to enable as shown below.

How to enable development mode in Salesforce.com

Click on Development check box and save the settings.

Now create any visualforce page and save the page. After saving visualforce page click on preview button. When we click on preview a new window will be opened and it has a link on it’s footer as shown below.

  • Click on the link as shown below

enabling development mode in salesforce2

  • Now both code and the preview of the page is opened in same window as shown below.

How to enable development mode in Salesforce.com

We have Successfully enable development mode in salesforce.

Salesforce Chatter Profile Based Rollout to Boost collaboration

Salesforce Chatter Profile Based Rollout to Boost collaboration : In our previous Salesforce Tutorials we have learned about different Salesforce Administration topics. In this Salesforce Training Tutorial we are going to learn about salesforce Chatter profile based roll out.

What is Salesforce chatter profile-based Rollout?

In Salesforce, profile based roll out are used to create and enable chatting features for specific users in an organization. This feature help salesforce chatter is available for some users only

We have to enable salesforce chatter profile based rollout  in our organization then we can turn chatter to that users. Users who have access to the profile based rollout can also have access to accounts, leads, opportunities etc.

Steps for enabling Profile based rollout in salesforce chatter.

  • To enable this feature salesforce administrator has to create a case with Salesforce.com support.
  • After some time Salesforce.com support enable this feature in our organization.
  • Now our organization has to set which users should have access to this salesforce chatter rollout.
  • System administrator modifies user permissions.
  • Now finally system administer can Turn-on chatter for the users.

Salesforce Chatter Profile Based Rollout to Boost collaboration

Apex Database integration through Apex Code

Apex Database integration through Apex Code.

Form last Salesforce Developer Tutorial we have learned about Apex language operators list. In this Salesforce Apex Tutorial we are going to learn about How Apex language is integrated with database, In how many ways database can be integrated in apex code.

We have to understand how force.com database is integrated with Apex coding language.The answer is we can integrate force.com database with Apex in five ways. Apex language and it’s run time environment is very tightly integrated with force.com database.

Apex Database integration through Apex Code.

Here are the five ways through which force.com database can be integrated with Apex. They are

  1. Through Database objects.
  2. Database Queries.
  3. Through DML.
  4. Database triggers.
  5. Database Security.
  • Through Database Objects :- We can represent Database objects like standard objects, custom objects and directly used as classes in Apex language.
  • Database Queries :- Database queries like SOQL .
  • Database Records :- Using DML statements create, update, ad deletion of records can be made in Apex.
  • Database Triggers:Database Triggers are the another type that executes trigger code to enhance the behavior of the database actions. Database triggers executes different actions on database objects like insert, delete of an object.
  • Database Security :-We can grant different record level sharing using security in salesforce.com

 

Apex Operators list – Salesforce Developer Tutorials

Apex Operators list

In our last Salesforce Developer Tutorial we have learned about Apex operators declaration and Apex data types. In this Salesforce Tutorial we are going to learn about Apex operators and their list.

Apex Operators  and Apex Operators List.

Apex language supports some list of standard operators that are support by many other programming languages other than Apex language. When learning about Apex operators we have to get some knowledge on operands and  their precedence. When any two operators are used in an expression then the operator which has lower precedence is evaluated first and then the second operator is evaluated.

Apex Operators list - Salesforce Developer Tutorials

Apex Operators list – Salesforce Developer Tutorials

The above are the list of operators, operands, precedence values and their description.