Create a Salesforce case when chat starts

Created by Seb Coulthread, Modified on Tue, 23 Apr 2024 at 10:38 PM by Seb Coulthread

How to create a Salesforce case when a video chat or chat interaction starts

Talkative creates an Interaction custom object every time an interaction starts, whether it be a chatbot, live chat, call, or video chat interaction.

Talkative has built its Salesforce integration such that you can write any logic that you may require as a follow up to when an interaction is created.

Due to the highly configurable nature of Salesforce, and the fact that many orgs have highly varied workflows and business logic, these follow up tasks need to be created in Salesforce Flows. For example, creating a Salesforce case when a chat starts.

Please view Salesforce documentation on implementing Flows for more detailed instructions:

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