Integrate DevRev PLuG with Salesforce Messaging Session through the Start Live Chat node to deliver enhanced security, flexibility, and advanced functionality with support for dynamic fields. This integration ensures streamlined case management, improved agent productivity, and secure data handling between DevRev and Salesforce.
Features
- Case Creation
Automatically create cases from messaging sessions for efficient issue tracking.
- Customer Fields
Sync and manage customer details seamlessly across platforms.
- AI Summaries
Provide Salesforce agents with AI-generated conversation summaries for quicker context understanding.
- Attachment Support
Share and manage files securely during live chat interactions.
- Secure Data Transactions
Ensure encrypted and reliable data exchange between systems.
Installation
Install the Snap-in from the DevRev Marketplace.
Configure Salesforce Keyrings:
Consumer Key – Obtain the key from Salesforce to establish a managed package connection.
Username and Password – Set up the Salesforce Service Keyring using valid credentials.
HMAC Signature – Secure webhook payloads with matching secrets in DevRev and Salesforce.
Set Channel Details – Configure the Channel Address Identifier and Salesforce Org ID from your Salesforce environment.
Provide Developer Name – Add the Developer Name as required for proper configuration.