Integrations & API — found from sitemap — LivePerson

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Facts read from this source

• Salesforce supported Report an error

  “This integration will allow you to see and create your Salesforce Contact, Lead, Account and Opportunity record data right from within Conversational Cloud.”

• Transcript view in sf Report an error

  “It will also allow you to view your Conversational Cloud transcripts from within Salesforce.”

• Record creation objects Report an error

  “agents have the ability to easily create records in Salesforce as part of the conversation (leads, opportunities, accounts, cases) and store the conversation transcript and additional info in the CRM after the engagement.”

• Install package URL Report an error

  “Go to the following URL: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1C000000lIZ4”

• Third party access required Report an error

  ““Approve Third-Party Access” - The App will ask you to install “Remote Site Settings”, mark the checkbox “Yes, grant access to these third-party web sites” and click continue, to allow communication to LivePerson Servers (this is mandatory for the app to work).”

• Oauth setup Report an error

  “Enter the 4 strings you got into the matching fields on our activation page: Consumer Key, Consumer Secret, Access Token, and Access Token Secret.”

• APIs used Report an error

  “make sure to select the following APIs on the list: “Data” → “Engagement History” and “Administrations” → “Skills” and click “Save.””

• Sync periodic Report an error

  “Periodic sync: Captures and update information of the last 6 hours, every 3 hours (8 times a day in total).”

• Sync daily Report an error

  “Daily sync: Captures information from the last 48 hours (In order to keep with LivePerson’s Data SLA of up to 24 hours for full data).”

• Sync manual limit Report an error

  “Note: The limitation for the ‘Manual job’ is 30 Days.”

• Sync direction Report an error

  “These sync processes are one sided, from the Conversational Cloud to Salesforce only, no information is transferred from Salesforce to the Conversational Cloud.”

• Widget limit Report an error

  “Click on the "+" next to the existing widget labels. (Note: The limit is five widgets.)”

• Skills required Report an error

  “Note: You must have skills in your LivePerson Conversational Cloud account for this package to work.”

• Service console support Report an error

  “If you are using the Salesforce Service Console, select “Use Service Console."”

• Clickjack protection Report an error

  “Our widget includes our own Clickjacking Protection feature, that makes sure that the Visualforce pages of our app can only be opened by websites hosted on official LivePerson domains and servers”

• Custom fields mapping constraint Report an error

  “Custom fields created on the Chat Transcript object for mapping purposes, have to be of type “Text” and with maximum length of 255.”

• Custom object requirement Report an error

  “In order to add a Custom Object to the list of “Available Objects,” you will first need to create a Lookup field for your Custom Object on the “Chat Transcript” object.”

• Overview bubble field limit Report an error

  “Note: Only the first 5 fields will be shown in the bubble.”

• Related list field limit Report an error

  “Note: Only the first 4 fields will be shown on the related list.”

• Report type Report an error

  “Choose the Chat Transcript report type (if you don’t see it, use Salesforce Admin Settings to create one)”

• Lead assignment rules Report an error

  “Ensure that the “Use Lead Assignment Rules” checkbox is checked/unchecked according to your need.”

• Ie11 not supported Report an error

  “The IE11 browser is not supported.”

• Person accounts not supported Report an error

  “The SF feature ‘Person accounts’ is not supported: Person accounts is a SF feature which stores information about individual consumers (Account = Contact).”

• Converted leads limitation Report an error

  “The transcript for converted leads is not accessible.”

• Lightning not ready Report an error

  “The widget is not defined as SF Lightning ready.”

• Predefined parameters count Report an error

  “rest assured, all of these, along with more than 55 (!) other Conversational Cloud parameters are available to you on the predefined list.”

• Supported API docs Report an error

  “The complete structure of the data in the “Agent Widget SDK,” “Engagement History API,” and “Messaging Interactions API” is described in their own documents”

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