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Note: You need to have particular sets of permissions in your Salesforce account for the integration to work. It is recommended that you use an Admin SF account.
More details, please refer to
Integration with
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WebChat/Inbox
After connecting CloudFon CX with your Salesforce CRM, you need to choose whether you want CloudFon CX to record live chat WebChat data as Lead details, Contact contact details, or create a Case in your Salesforce account.
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Do not update the contact information.
Update the contact with information from live chatWebChat.
Only add new information (Do not overwrite existing information)
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If you don’t want to create Lead/Contact/Case/Task automatically, you can create them manually in your Comm100 Agent Console. Manually click on the action you want to perform, and the corresponding data will be recorded in your Salesforce account.
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Live ChatWebChat/Inbox Data You Can Get in Salesforce
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While creating a new contact, CloudFon CX will set your existing Salesforce user who has the same email address as the chatting agent as the Contact Owner. If no such user is found, the user whose account connects CloudFon CX Live Chat WebChat with Salesforce will be set as the owner. The same rule is applied to the Lead Owner, Case Owner, and Task Owner.