The Leading Live Chat Salesforce Integration

Activa Live Chat's groundbreaking Salesforce CRM Chatlet and Salesforce Solutions Chatlet help deliver the world's leading live chat and Salesforce.com integration with unmatched usability, features and performance.

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The Salesforce CRM Chatlet lets live chat agents gain immediate access to all of their Salesforce.com objects directly from within the Operator Console. With features such as Auto Query, chat-to-case, chat-to-activity, 1-click Fast Fill, mapping of live chat transcripts, Pre-Chat Forms and custom variables, and full support for custom objects and custom fields, Activa Live Chat is a home away from home for Salesforce.com customers.

The Salesforce Solutions Chatlet enables live chat agents to leverage knowledge stored in Salesforce.com Solutions for use as canned responses during live chat. Agents can search any keyword or phrase and matching solutions will be displayed instantly. Just double-click a solution and it will be entered into the messaging field - ready to be sent to the visitor.

There's absolutely no setup required within Salesforce.com and both production and sandbox accounts are supported. Activa Live Chat is the only live chat software that delivers such a compelling platform for customer service, support and proactive sales with Salesforce.com integration.

Salesforce Live Chat Software

Editing a lead in the Salesforce CRM Chatlet while minimized

One-click maximized view expands the Salesforce workspace

Creating a new contact within the Salesforce CRM Chatlet

With the Salesforce CRM Chatlet, online agents will have instant access to all of their Salesforce.com objects, with the ability to interact with all their contacts, leads, customers, etc., while being signed in to the Activa Live Chat Operator Console.

New Cases, Leads, Customers or any other object (including standard and custom objects) can be generated from Activa Live Chat and entered directly and instantly into Salesforce.com (there's no "syncing"). Operators also have the option of saving live chat transcripts as Cases or Activities within any object. Chat transcripts also can be mapped to custom fields.

Using information submitted in Pre-Chat Forms or Custom Variables, the Salesforce CRM Chatlet automatically queries Salesforce.com and displays matching results that are conveniently organized by object titles. When no match is found, new records easily can be created with 1-click Fast Fill that enters a visitor's information into a new record with a single click.

Baked-In Integration

A distinct advantage of the Salesforce CRM Chatlet is that it uses a direct channel to Salesforce.com via the Salesforce API. Unlike other solutions that merely frame Salesforce.com's Website within a browser window, the Salesforce Chatlet is a seamless, baked-in part of the Operator Console - even sharing the same great user interface that makes Activa Live Chat so easy to use.

Speed is King

Speed is another trademark of the Salesforce Chatlet. The highly optimized architecture of Activa Live Chat's Operator Console and Chatlets help make the Salesforce Chatlet snappy and responsive. In fact, our customers tell us the Salesforce Chatlet is even faster than working in Salesforce.com directly!

Intuitive & Flexible Interface

Like all Chatlets, the Salesforce CRM Chatlet takes advantage of Activa Live Chat's amazingly fluid interface, and it can be resized depending on any individual operator's preferences. In its default state, the Salesforce CRM Chatlet resides at the bottom middle area of the Operator Console with all the other Chatlets. It can be stretched vertically or expanded horizontally. The Chatlet also can be maximized simply by clicking the maximize button within the Chatlet tab to take advantage of the most screen real estate.

Setup in Seconds

Assigning the Salesforce Chatlets to a live chat operator is fast and easy. Administrators simply add the Chatlets to any operator account from within the Account Dashboard. Once the operator signs in to the Operator Console, they will have access to their assigned Chatlets and can log in immediately using their Salesforce.com user name and password.

Try It

Add an active, thriving channel to your lead generation process or enhance your customer service, support and proactive sales offerings with the Salesforce CRM Chatlet and the Salesforce Solutions Chatlet - both available in the Chatlet Store.

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• Current Customers
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