How to display chat transcripts in a Salesforce object
How to display chat transcripts in a Salesforce object
You can associate chat transcripts with Salesforce objects so when you open a record in Salesforce, you see the transcripts of all related chats.
- When you log in to your Salesforce account, go to the tab and select the object where you want to display chat transcripts.
- On the Page Layouts page, select the layout that you want to associate with chat transcripts.
- From the Related Lists group at the top of the page, drag and drop Bold360 Conversations to the Related Lists section of the page.
- Click Save when you are done.
When you open a Salesforce record, such as a contact, the Related tab will list all the Bold360 Conversation items with chat transcripts included.
