It's important to note that SnapCall doesn't currently have a dedicated application within Salesforce workspace,
However, you have the possibility to utilize our Chrome extension for this purpose.
Please refer to this article to get started with SnapCall Chrome extension,
Here's how you can get started:
1. Utilize the Chrome Extension (Recommended):
For agents using Chrome browsers, installing the SnapCall Chrome extension is the recommended approach.
This extension facilitates a seamless experience, allowing interaction with SnapCall directly from Salesforce.
2. Connecting Salesforce to SnapCall Workspace:
We've prepared a comprehensive guide outlining the steps for establishing a connection between your Salesforce instance and your SnapCall Workspace. This connection is crucial for enabling functionalities within Salesforce.
Please refer to this article to learn how you can connect Salesforce to your SnapCall Workspace.
Understanding Inbound and Outbound Capabilities:
Outbound Calls:
Presently, Salesforce doesn't support creating outbound calls directly from the user interface. To initiate outbound calls, agents can utilize the SnapCall Dashboard or, as previously mentioned, the Chrome extension.
Inbound Calls:
You can connect your SnapCall workspace with Salesforce and configure a Public Page.
This Public Page can be strategically placed on your website or disseminated via email to clients.
Customers can then leverage this page to upload media (audio messages, video recordings, snapshots, and screen recordings) to create cases within Salesforce. Additionally, call scheduling is supported for inbound calls.
This gives your customers a convenient way to upload media and create cases, improving your overall customer support experience.