The Salesforce app lets you fetch customer data from Salesforce and view it on Freshchat.
The Salesforce app automatically brings the Salesforce customer data right into Freshchat.
• Displaying the information about existing Lead/Contact (using end user email/phone number)
• Creation of a Lead if it doesn't exist
• Displaying the information about related to Lead Contacts and Opportunities
• Creation of Opportunities for an existing Lead
How does it work?
When an Agent lands on a conversation, the app reads the end user email and displays the Lead/Contact information or offers to create a Lead. If the Lead already exists it displays the information about related Opportunities and Contacts.
Please follow the instructions provided in the document: https://drive.google.com/file/d/1TdzzExU2b5DUg_gVVuJ7VtsSoppg0yMc/view?usp=sharing
Once installed, go to the conversation detail page to get your customer's data stored in Salesforce.
The application works only with Enterprise, Performance, Unlimited, Developer, or Database.com Editions. Please make sure that the "API enabled"checkbox is on in the Administrative Permissions of target Salesforce profile for the integration to work.
To get the "API enabled"checkbox go to Setup -> Users -> Profiles. Click Edit on the specific profile you are updating. Scroll down to Administrative Permissions and check the API Enabled box. Click Save.