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(2)From the left navigation menu, go to Global Settings > IntegrationApp & Integrations.
(3)Go to the Salesforce card, and click Settings.
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WebChat/Inbox Data You Can Get in Salesforce
Contact/Lead Details
CloudFon CX Fields | Salesforce Contact Fields | Salesforce Lead Fields |
Agent who chatted with the contact/lead | Contact Owner | Lead Owner |
Name | Last Name | Last Name |
Phone | Phone | Phone |
Company | Company in Case Details | Company |
Case/Task Details
CloudFon CX Fields | Salesforce Case Fields | Salesforce Task Fields |
Agent who chatted with the contact/lead | Case Owner | Task Owner |
Name | Contact Name | Name |
Contact Email | ||
Phone | Contact Phone | Phone |
Chat ID | Subject | Subject |
Chat Content | Description | Comments |
Note | Description | Comments |
Start Time | Description | Comments |
End Time | Description | Comments |
Custom Fields and Custom Variables | Description | Comments |
Request page | Description | Comments |
Attachments | Attachment section in Case Details | Attachment section in Comments Details |
Who Will Be the Contact/Lead/Case/Task Owner
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