Org Setup for Chat in Salesforce Classic
To use Chat in your mobile app, first set up Chat in your org.
- Create a Chat implementation in Service Cloud, as described in Chat for Administrators (PDF). Your implementation needs a deployment and a chat button.
-
(Optional) If you want to use Omni-Channel for routing, configure it as
described in Omni-Channel for
Administrators (PDF).
Omni-Channel enables your agents to use the same widget for all real-time routing (for example, Chat, SOS, email, case management). However, you can use Chat without setting up Omni-Channel.
- (Optional) If you want to build a chatbot to complement your chat experience, see Einstein Bots in Salesforce Help. In broad strokes, you must enable Einstein Bots, deploy the bot to your channel, and activate the bot. If you want to learn about building a more robust bot, see the Einstein Bots Developer Cookbook.
If you have trouble finding the settings that a developer requires to use this feature in the SDK, see Get Chat Settings from Your Org.