Create a Chat Snap-In

Head Back to Setup

Great work so far. You’ve laid the foundation for the Category 1 Biking community faster than a speeding bike leaves a skid mark on the pavement. In this step, you finish configuring the chat component. To do that, we’ve got to head back to Setup.

To get back to Setup, click Community Workspaces [1], then click Salesforce Setup [2].

Click Community Workspaces and select Salesforce Setup.

Whitelist the Chat Web Page

To create the snap-in for Live Agent, you need to whitelist the chat web page. This makes the page available so people can chat with you.

  1. From Setup, enter Visualforce Pages in Quick Find, then select Visualforce Pages.
  2. You see a few pages that were created for your community. Next to CommunitiesTemplate, select launch icon to launch the page.
  3. Copy the domain name and protocol only. For example, if the URL is https://brave-raccoon-15964-dev-ed--c.na40.visual.force.com/apex/CommunitiesTemplate, copy https://brave-raccoon-15964-dev-ed--c.na40.visual.force.com. copy everything before /apex/CommunitiesTemplate
  4. From Setup, enter CORS in Quick Find, then select CORS.
  5. Click New.
  6. For Original URL Pattern, paste in the protocol and domain name you copied.
  7. Click Save.

Create a Snap-in Deployment

OK, now we’re ready to make the snap-in for chat. Chat Snap-ins require a chat button and a deployment. We already created those in an earlier step, so now we just need to create the snap-in.

For this step, you need to switch to Lightning Experience. From the header, select your name [1], and select Switch to Lightning Experience [2].

Click your name and select Switch to Lightning Experience.

  1. Click Gear icon used to launch Setup and select Setup. This launches Setup in a new tab.
  2. From Setup, enter Snap-ins in Quick Find, then select Snap-ins.
  3. Click New Deployment.
  4. Define the snap-in deployment as follows.
    • Snap-in Deployment Name: Chat Deployment
    • API Name: Chat_Deployment
    • Site Endpoint: Category_1_Biking
  5. Click Save.

Define the Snap-in Deployment

  1. Next to Live Agent Settings, click Start.
  2. For Live Agent Deployment, select Web_Support_Chat_Deployment.
  3. For Live Agent Button, select Web_Support_Chat.
  4. Click Save.

Switch back to Salesforce Classic. To switch to Salesforce Classic, click your profile [1] and select Switch to Salesforce Classic [2].

Click the profile icon and select Switch to Salesforce Classic.

Now we’ve got our chat configuration ready to go. Up next, we add another important feature to our community.

retargeting