Salesforce integration for standalone installations

The Salesforce integration allows you to create new customers and leads and get information about existing customers you’re assisting within your LiveAgent dashboard.

To be able to integrate your Salesforce account with your LiveAgent standalone installation it is required to create your own Salesforce app and use the Consumer key and secret of your app in the next configuration. While creating a new app, set the Callback URL to https://{your LiveAgent domain}/public/plugins/salesforce/oauth/callback. Remember to replace {your LiveAgent domain} with the actual destination of your LiveAgent installation on your server.

With your app created, the next step is to insert the following code into your config.yml file plugin section.

If you do not have the config.yml file on your server create a new one according to our guide.

    consumer_key: {your consumer_key}
    consumer_secret: {your consumer_secret}
    # To obtain the "consumer_key" and "consumer_secret" you need a Salesforce developer account and create a new app.
    redirect_url: https://{your LiveAgent domain}/public/plugins/salesforce/oauth/callback
    # The "redirect_url" must be also configured in your Salesforce app settings as Callback URL.

After creating/updating the config.yml file, navigate in your LiveAgent panel to Configuration > Integrations and activate the Salesforce integration.

Next, go to Configuration > Integrations > Salesforce, and click on the Salesforce button to connect your Salesforce account with your LiveAgent installation.

In the Salesforce authorization pop-up window click on the "Allow" button.

Once your Salesforce account is successfully connected, the pop-up window will automatically close and a confirmation message will appear.

You've successfully integrated Salesforce with your standalone LiveAgent installation. Now you can view your Salesforce customers and their leads, or create new customers and leads directly from the Salesforce integration section in any ticket.