Description

Everyone have phone and email to connect and get information they require in order to give customers branded live chat experience to get answers for their queries on the go. Sales Force Live Agent, a highly customizable web chat tool that connects customers to the best-fit agent for their questions. Agents handle chats right in the console alongside their other work, and customers request chats with a chat button that you place into your website. Don’t worry, you don’t have to understand code. Salesforce does the heavy lifting, so all you have to do is copy and paste!


Pre-requisites/Implementation Technologies

Pre-requisites
1 . Sales Force Live Agent
Technologies
1 . Sales Force

Note: One kit will be provided per team for practice.

Project Development Lifecycle

Day Action plan Detailed Plan
Day 1 Project Analysis Project development life cycle

Project Requirements
Day 2 Project Environment setup Create an org for development

Turn on Live Agent

Create the necessary Live Agent Objects
Day 3 Users & Skills Create Users

Create Skills

Live Agent Configuration
Day 4 Build your Branding, Button & Deployment Create Site

Develop static resources

Create chat buttom

Make deployment
Day 5 Console & Live Agent Create App with console

Add tabs for navigation

Arrange Primary and sub tabs

Include Live Agent in this app
Day 6 Test Chat Develop Visual Force page with chat button

Open your app and change status to online

Test the app

Documenting the project

Team Size and Price

Team Size Price for Team
4 4000

Note: A team can have maximum of 4 members.

Tech Coach