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Mastering Salesforce CRM Administration

You're reading from   Mastering Salesforce CRM Administration An Advanced Administration Certification Handbook

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Product type Paperback
Published in Mar 2017
Publisher
ISBN-13 9781786463180
Length 412 pages
Edition 1st Edition
Concepts
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Author (1):
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Rakesh Gupta Rakesh Gupta
Author Profile Icon Rakesh Gupta
Rakesh Gupta
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Toc

Table of Contents (13) Chapters Close

Preface 1. A Deep Dive into the Salesforce Lightning Experience 2. Security Settings in Salesforce FREE CHAPTER 3. Territory Management 4. Extending Salesforce with Custom Objects and Applications 5. Getting More Value from Sales Cloud 6. Increasing Service Agent Productivity by Using Service Cloud 7. Optimizing Business Processes with Visual Workflow and Approval Processes 8. Automating Complex Business Processes 9. Analyzing Productivity with Reports and Dashboards 10. E-mail and Mobile Administration 11. Different Ways of Deploying an Application between Environments 12. Basics of Apex and Visualforce Page

Live agent


Salesforce live agent is an out-of-the box feature that provides the power to communicate with your website visitors in real time. You may have noticed that there is a Need help? Chat with us! button on almost every company website, as shown in the following screenshot:

Live chat offers customers exactly what they are looking for from a customer support team, that is, real time interaction. Amazon, ExpressVPN, and Apple are a few companies that offer live chat as a channel of support for their customers. The following are a few benefits of having a live chat on the company website:

  1. Real-time conversion with the customer and the ability to share files or screen.

  2. Live chat is cost saving as one live chat agent can handle multiple customers simultaneously.

  3. Studies prove that offering a live chat feature on the company website can bring more sales.

  4. It also helps the organization to improve the call center deflection rates.

  5. A live chat agent can drive both sales and service.

Note

Use the...

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