How to install Bold360 Conversation Integration in Salesforce

How to install Bold360 Conversation Integration in Salesforce

How to install Bold360 Conversation Integration in Salesforce

The Bold360 Conversation Integration app acts as a mediator between Bold360 and Salesforce and is responsible for the communication between the two systems.

  1. 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 Channels > Chat Windows > Edit Chat Window > Pre-chat form.

    Result:

    Tip: The integration retrieves better results if the customer provides more information on the pre-chat form.
  2. Log into your Salesforce account and follow this link to install the package.
  3. 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.
  4. On the Approve Third-Party Access page, select Yes, grant access to these third-party web sites and click Continue.
  5. 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.