Customer Portal

Salesforce: Live Agent Integrated

by Launch CRM

In the Spring 12 release, Salesforce added Live Agent to its native platform allowing you to configure and run the Live Agent Operator panel directly from your Salesforce login and store chat transcripts directly on the Account/Contact record with minimal effort. We had the privilege… Read More »Salesforce: Live Agent Integrated

Salesforce: Dynamic Reports in Customer Portal

by Launch CRM

Overview: This post covers a method that allows your customers to pass custom date ranges and other filters to a specific report in the Salesforce Customer Portal through simple HTML forms and Visualforce pages. One of the limitations with Reports in the Salesforce Customer Portal… Read More »Salesforce: Dynamic Reports in Customer Portal