LivePerson’s Salesforce Connector Advanced Workflow feature, accessible through the Tenfold dashboard, enables you to automate and customize agent actions within the Salesforce Connector experience.
Building on your existing Salesforce Connector setup, this feature includes two core components:
- Launcher Links: Customizable buttons within the Tenfold dashboard that trigger specific actions, helping agents quickly execute the right tasks. Click here to see Launcher Links guide.
- Workflow: JSON-based configurations that automate agent workflows based on defined criteria, such as case status or record type, streamlining processes like case assignment and field population. Click here to see the Workflows guide.
These tools empower LivePerson admins to tailor workflows that reduce manual effort and guide agents effectively, enhancing overall productivity and customer service quality.
Prerequisites
- LivePerson’s Salesforce Connector has been set up and tested successfully