The whole process of setting up SnapCall in Salesforce can be completed within minutes and can be mainly summarized in two main steps.
1. Install the SnapCall app from the Salesforce marketplace
Once logged in to Salesforce as an admin, head to the Salesforce marketplace and look for our app there. If you can't locate that or you're looking for some guidance to continue the installation process, you can follow this article.
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:
Case creations (inbound cases)
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.
From there, customers can upload media (audio messages, video recordings, snapshots, and screen recordings), schedule or request a call, which will then create cases within Salesforce.
Outbound
An agent can create video calls directly within a case, or request client to upload a media. The media will be then connected to the case, so that each new update from SnapCall will be added within the same.
Play media from the Salesforce UI
Thanks to our SnapCall viewer which can be added to the Case Page layout, agents can view a shared media without the need of opening a new tab or download this offline on their device.
This gives your customers a convenient way to upload media and create cases, improving your overall customer support experience.