05/24/2018 | Release Updates – Improvements for Live Chat and Salesforce Integration (On Cloud Platform)

December 26th, 2018 | Release & Updates

In our commitment to constantly improve products and user experiences, we’ve added the following improvements to our Live Chat Salesforce Integration.

  • Added the option for you to attach a chat or offline message as a Task under a Salesforce Contact.

    Attach Chats Offline Messages as Tasks
  • Added the ability to identify Salesforce Accounts, Contacts and Leads by mapping more than one field. You can now add up to 3 mapping rules.

    Salesforce Integration Identification Rules
  • Added the process to automatically assign the default task Due Date value with the task create date when a chat or offline message is created as a task.
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