Salesforce

1. Navigate to your dashboard and select the Assistant you want to integrate with Salesforce.
2. In the Launch section, locate Other Channels and click the Add button on the Salesforce card.

3. Salesforce will be added to the Launch section. Click the Connect button to integrate Salesforce with your Assistant.

4. Then you will be redirected to Salesforce Authorization Page to login.

5. Click on the Allow button to grant approval.

6. Your Salesforce app is now successfully integrated.
7. Enable either Automatic or Manual integration.
8. If Automatic is enabled, leads captured in the chat will be automatically pushed to Salesforce.

9. If Manual is enabled, follow these steps:

• Leads captured in the chat will be displayed in the Leads page from Reports section
• Click the Push Leads to CRM button to open the popover and select Salesforce from CRM Tools menu.

• The lead that you have pushed will appear in your integrated Salesforce account.

Whenever a lead is captured by your GuideLite Assistant on your website, you can push those leads to Salesforce, or they will be automatically added to Salesforce.