LogoLogo
  • Windmillsoft Help
  • Windmillsoft Home
  • simplychat
    • Release Note
      • Ver 2.12.0.1
      • Ver 2.11.0.3
      • Ver 2.10.0.1
      • Ver 2.9.0.1
      • Ver 2.8.0.3
      • Ver 2.7.0.1
      • Ver 2.6.0.1
      • Ver 2.0.4.1
    • Installation and basic setup guide
      • How to install SimplyChat package
      • Messenger Setting
        • KakaoTalk
          • Invite Manager
          • Switch to Biz Apps and Connect to Business Channels
          • Application Settings - Login
          • Application Settings – Add/Block KakaoTalk Channels
          • Request for Kakao Sync
      • Salesforce Setting
        • Custom Settings
        • Business Hours
        • Permission Set
        • SimplyChat Login
        • Picklist Value Sets
        • Create Messanger and Channel Record
        • Create AutoResponse
          • Create a record with an import
          • File Form in CSV Format
        • Create Content Link Record
        • Quick Text
        • Omni-Channel
          • Routing Configurations
          • Queues
          • Service Channels
          • Presence Statuses and Presence Configurations
          • Flows
        • Create Service Console App
        • Add to Chat Screen Component Records page
    • Salesforce setup guides
      • Setting Up Auto-Response
        • Auto-Response Setup Guide
        • Setting up auto-response in Salesforce
          • Scenario Example
          • Greeting Configuration
          • Closing message
          • Setting up "Start New Consultation" / "Continue Consultation" configurations
          • Messages for outside of business hours and lunchtime periods
          • Setting up auto-response for outside of business hours
          • Authentication
          • Link redirection upon button click
          • Connecting to a consultant when the button is clicked
            • Displaying the queue status
          • Setting up for "First" or "Previous"
          • Setting Up More Than 5 Buttons
        • Using Excel to Set Up Auto-Responses
      • Automatic shutdown feature
        • Automatic Shutdown Target Setting
        • Automatic shutdown time setting
        • Automatic Shutdown Auto-Response Setting
        • Register automatic shutdown time
        • Limitation of automatic shutdown function
        • Check if automatic shutdown is enabled
      • Set up multiple channels
      • Continue consultation without holidays
      • Set the closed chat settings for each session
      • Check the last response time of the agent.
      • Fetch public holidays
    • Troubleshooting
      • SimplyChat Login
        • "Access Denied" appears.
        • Violation of PRIMARY KEY constraint 'PK_Organization'. Cannot insert duplicate key in object ..
        • Clicking the "Click here to Connect" button does not elicit any response.
      • Auto-Response Settings
        • The link isn't appearing on KakaoTalk
        • The buttons at the next depth level are not responding when clicked.
        • It doesn't revert to the initial auto-response even if you type anything
      • Omni Channel
        • How do you restart a completed consultation?
        • What are the criteria for entering Omni-channel?
        • I completed the Omni-channel setup, but the status only shows as offline.
        • I came to enable Service Presence Status Access, but there's nothing here.
        • There are incoming consultation requests while online, but they are not being routed.
        • I've completed the setup with Status-based configuration, but consultation requests are not routing.
  • simplymessage
    • Installation
    • Implementation
    • Troubleshooting
Powered by GitBook
On this page
  • Messangers
  • Channels

Was this helpful?

  1. simplychat
  2. Installation and basic setup guide
  3. Salesforce Setting

Create Messanger and Channel Record

Link the customer information of the messenger with the customer information within the Salesforce Org and create a record for managing the messenger channel.

PreviousPicklist Value SetsNextCreate AutoResponse

Last updated 1 year ago

Was this helpful?

Messangers

Link account, contact, and lead to account information for each messenger.

  • [App Launcher] > Enter 'Messangers' > [Messangers] > [(New]

  • Fill in the fields to associate account or contact or lead with customer information for each messenger > Click Save

    • Please refer to the following for the fields to be connected.

      • KakaoTalk : Phone

Channels

Create a record for managing the channel for the messenger.

  • Enter information, such as the channel key that you receive when you create a messenger channel, and the Messengers record that you want to associate with that channel key > Click Save

[App Launcher] > Enter 'Channels' > [Channels] > [New]