Experience seamless communication across DevRev and Salesforce with dynamic fields.

Initiate a live chat session with Salesforce by creating a Salesforce Case and messaging session with support for attachments and dynamic fields.

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

  1. Install the Snap-in from the DevRev Marketplace.
  2. 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.
  3. Set Channel Details – Configure the Channel Address Identifier and Salesforce Org ID from your Salesforce environment.
  4. Provide Developer Name – Add the Developer Name as required for proper configuration.

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