Glance for Salesforce Live Agent

Salesforce Live Agent allows you to connect with customers and website visitors in real time through a web-based live chat. Glance for Salesforce Live Agent integrates Glance's visual engagement solutions including cobrowsing, screen sharing, agent video, mobile showcase, and data capture with Salesforce's Live Agent into one easy-to-use platform.

To learn more about how Glance for Salesforce works, visit the Glance for Salesforce.com webpage.

For information on how to install and set up the Glance for Salesforce solution, see the Glance for Salesforce Setup section.

For instructions on how to install Salesforce Live Agent check out the Salesforce Live Agent for Administrators web page.

Installing the Glance for Salesforce Live Agent Extension

Follow the steps below to learn how to install and setup the Glance for Salesforce Live Agent Extension application.

NOTE: You need to first install Salesforce Live Agent and Glance for Salesforce before installing the Glance for Salesforce Live Agent Extension

  1. Download Glance for Salesforce Live Agent. Please contact your Glance representative or email Glance to retrieve the Glance for Salesforce Live Agent Extension install link.

  2. Install the Package for Glance for Salesforce Live Agent Once you have received the download link from Glance, follow the steps below to install the package.

From the Glance for Salesforce install page:

Select one of the following options:

  • Install for Specific Profiles
  • Install for Admins Only
  • Install for All Users
  1. Click the blue Install button.

If you select the Install for Specific Profiles option, you will be prompted to select profiles and permissions.

  1. You will now see the following message while the install is processing:

  2. Click Done once you see the Installation Complete! Message.

NOTE: The installation process may take a few minutes. Salesforce will also send you an email notification upon completion.

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