In this lecture, I demonstrate how to set up the Web Interaction Channel. I generate a Web-to-Lead form and embed it on a website. I then fill it out and show the resulting case that arrives inside of Salesforce, once the form is submitted.
In this lecture we create a Chat Support process. I then create Case Record Types for Web and Chat.
In this lecture, we enable Live Agent, which can only be done in Salesforce Classic, at the time of this recording. We also create Live Agent users.
In this lecture, I create a couple of Live Agent Skills which we will leverage in subsequent lectures.