Salesforce Enhanced Livechat

This guide explains what you, as the customer, need to provide to enable the integration between Salesforce Enhanced Livechat and our platform.

1. Create new Channel

1. Login to your salesforce service cloud account and then click on settings icon and then click setup.

   

2. Navigate to the search bar and type Messaging Settings and then click on New Channel

   

3. In the Native Channels tab select Enhanced Chat and click next.

   

4. Fill the details form and click next.

   

5. Select the suitable routing type for your channel and click save.

   

2. Create an Embedded Service Deployment

1. Navigate to the search bar and type Embedded Service Deployments and then click on New Deployment.

2. Select Enhanced Chat and click next.

3. In the next page select Custom Client and then click next.

4. In the next page fill the form and then choose the appropriate Messaging channel that we created earlier then click save.

5. Click on the new deployment that we just created then click on the Install Code Snippet.

6. Note down the custom client code snippet data: OrganizationId, DeveloperName, Url.

   

3. Create new External Client App

1. Navigate to the search bar and type External Client App Manager and then click on New External Client App

2. Fill the fields in Basic Information Section

3. Under OAuth Settings, select enable OAuth, fill the callback url, then in the OAuth Scopes select Manage user data via APIs (api) and click on the small right arrow to move it to selected scopes.

4. Next in the flow enablement select Enable Client Credentials Flow, Enable Authorization Code and Credentials Flow, Enable Device Flow.

In the security tab select Require secret for Web Server Flow, Require secret for Refresh Token Flow, Require Proof Key for Code Exchange (PKCE) extension for Supported Authorization Flows.

5. Click Create

6. Select the newly created External client app and click on settings.

7. Scroll down to OAuth Settings and click Consumer Key and Secret.

8. Verify your identity by typing the verification code sent to your email and click verify.

9. Note down the Consumer Key and Consumer Secret.

4. List of Data to Handover

Here is the list of all the data to handover to the delivery team.