Live Chat Work Flow? | Community
Skip to main content
Tara_Rowe
Tara_Rowe
Level 5
June 15, 2017
Question

Live Chat Work Flow?

  • June 15, 2017
  • 1 reply
  • 2237 views

Any suggestions on Live Chat workflow. We love the interface but rely in SFDC to pull the data in and the SDR's to save the transcript to sync and run through the Smart Campaign. Even then they have created the opp converted the lead in the sync time and then the contact and Opp will not show in our SFDC campaign since the primary contact role it sync'd after lead conversion.

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

1 reply

Josh_Hill13
Josh_Hill13
Level 10
June 15, 2017

You have to run this before the Opp then, or create Apex workflow to fix the SFDC side of the attribution for Primary Campaign.

Tara_Rowe
Tara_RoweAuthor
Level 5
June 15, 2017

The apex work flow is not a Option we have no one trained to code in it at this time... Sigh

Terms & ConditionsAccessibility statement

Loading footer...