Salesforce Solutions allows you to create articles to help answer common problems. By connecting your Solutions articles to SnapEngage you will be able to search these articles to quickly answer your customers questions from within the SnapEngage chat portal.
To set everything up please follow these steps:
Make sure that you have the Salesforce integration connected. You can check this by going to the “Integrations” tab in the admin dashboard where you should see this screen:
Look for the green “Connected” message. If it’s present, proceed by clicking on “Knowledgebases” tab then click on the Salesforce icon. If you see a red “Not Connected” message please follow these steps.
Next, click on the “Save” button:
After that, create a Solution in Salesforce if you don’t have one already:
Make sure that the Solution is set to reviewed, we will not list any drafts.
Now, whenever you get stuck, you can search your Solutions in the chat portal knowledgebase for the answer:
Good luck chatting!