The Bold360 Conversation Integration app acts as a mediator between Bold360 and Salesforce and is responsible for the communication between the two systems.
- Make sure that all customer information that identifies a Salesforce object is also configured on the Bold360 pre-chat form. You can do so in .
Result:
Tip: The integration retrieves better results if the customer provides more information on the pre-chat form.
- Log into your Salesforce account and follow this link to install the package.
- On the Install Bold360 Conversation Integration page, check the option, select who can use the app, and click Install.
Note: At the moment the Bold360 Conversation Integration app is not a part of Salesforce's AppExchange Partner Program.
- On the Approve Third-Party Access page, select Yes, grant access to these third-party web sites and click Continue.
- Click Done.
Note: The installation may take a while. You will receive an e-mail once it's done.
The Bold360 Conversation Integration app appears on the Installed Packages page of Salesforce.