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The Leading Live Chat Salesforce Integration

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

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Try the Salesforce Chatlet »

Live chat agents gain immediate access to all of their Salesforce.com objects directly from within the Activa Live Chat Operator Console. With features such as Auto Record Matching, Chat-to-Case (as a standalone case or a case attached to a record), Chat-to-Activity (call/event), 1-Click Record Creation, Custom Field Mapping, Mapping of Transcripts (to any field), and full support for Force.com and Custom Objects, Activa Live Chat is a home away from home for Salesforce.com customers.

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 and support with Salesforce.com integration.

Salesforce Live Chat Software

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Editing a lead in the Salesforce Chatlet while minimized

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One-click maximized view expands the Salesforce workspace

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Creating a new contact within the Salesforce Chatlet

With the Salesforce Chatlet, your operators will have instant access to all of their Salesforce Objects, giving them the ability to interact with all their contacts, leads, customers, etc., while being signed in to the Activa Live Chat Operator Console.

New Leads, Customers or any other Object (including standard and custom Objects) can be generated from Activa Live Chat and entered directly into Salesforce.com. Operators also have the option of saving live chat transcripts as cases or calls within any Object. Chat transcripts also can be mapped to custom fields.

Using information submitted in Pre-Chat Forms, the Salesforce Chatlet will automatically query Salesforce.com and display matching results that are conveniently organized by Object titles. When no match is found, new records can easily be created with 1-Click Record Creation that pre-fills a visitors information into a new record.

Baked-In Integration

A distinct advantage of the Salesforce Chatlet is that it uses a direct channel to Salesforce.com via the Salesforce API. Unlike other solutions that merely frame Salesforce.com within a browser window, the Salesforce Chatlet is a seamless, integrated 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 Chatlet takes advantage of Activa Live Chat's amazingly fluid interface. It can be resized depending on any individual operator's preferences. In its default state, the Salesforce Chatlet resides at the bottom middle part of the Operator Console with all the other Chatlets. It can be stretched vertically by dragging the resize grip up or down, or for more horizontal room, just click the Expand button. The Chatlet also can be maximized simply by clicking the resize button within the Chatlet tab to take advantage of the most screen real estate.

Setup in Seconds

Assigning the Salesforce Chatlet to a live chat operator is fast and easy. Once the operator signs in to the Operator Console, they will have access to the Salesforce Chatlet 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 and support offerings with the Activa Live Chat Salesforce Chatlet.

With seamless integration of the world's most popular CRM solution, Activa Live Chat feeds prospects, leads and customers directly into your relationship pipeline.

Add the Activa Live Chat Salesforce Chatlet to a new or existing Activa Live Chat account (also available with free trial customers).