How to integrate Salesforce chat
To integrate Salesforce with the Bold360 AI platform, you must first get the deployment code in Salesforce and then set up the integration in Bold360 AI.
Salesforce console settings
Bold360 AI settings
- Log in to Bold360 AI, and go to .
- Click Add channel.
- Select Chat for Channel type.
- From the Select chat provider drop-down list, select Salesforce.
- Fill in the Deployment Domain, Chat API Domain, Button Id, Deployment Id, and Organization Id that you have copied from the Salesforce console.
- Optionally, define conditions for the chat button to be displayed. For more information on setting up conditions, see How do I define a channeling policy?.