Monday, 28 May 2018

Snap-Ins Chat Set Up - Service Cloud


What is Snap-Ins Chat ?

This is a new feature Salesforce introduced as part of Service Cloud in order to serve the customer better.
Snap-ins Chat uses Live Agent, but with a simpler setup, to power your chats

Note: 
1.This feature available only in lightning
2. Snap-Ins chat uses Live Agent,But with a simple set up,to power your chats.
3. Add the chat code to the web pages where you want the chat snap-in to be available.

Snap-Ins advantage over Live Agent?

I consider Snap-Ins is like "Live Agent Plus",
1. Use Snap-In to maintain user sessions in multiple tabs ,Which is not possible through Live Agent.
2. Snap-In chat setting up is simpler & It is lightweight to use in Mobile or other device.

Steps to Set Up  Snap-Ins Chat:

1.Enable Live Agent

2.Create/Update User with Live Agent checkbox checked

3.Enable Omni Channel

4.Add Omni Channel Presence Statuses

5.Enable Lightning
6.Create Omni Channel Routing Configuration

7.Create Queue to route the chat request

8.Create Chat button & Configure Routing Information

9.Create Live Agent Deployment

10.Create Omni SnapInDN  & Configure Chat Button & Deployment details


11. Omni Deployment SnapInDN - Code Snippet

12. Create Visualforce Page & Add Chat button code and Snap-Ins code snippet


13. Create Force.com Site & Add this Visualforce Page

14. Execute the Site & See the Live Agent Chat Window

15. Verify the chat request in Service Console - Case - Omni Channel