LivePerson Conversational Cloud Connector for Salesforce - installation guide

LivePerson Connector for Salesforce provides a unified and sleek agent workspace experience. Agents can login to Salesforce and directly engage with customers easily managing tasks like: accept incoming conversations across different messaging channels, seamlessly resolve customer issues & escalate/transfer conversations to other human/bot agents. Agents can communicate with consumers over familiar messaging channels within Salesforce. This includes all messaging channels supported, such as web messaging, SMS, WhatsApp, Apple Messages for Business, Facebook Messaging, brands’ mobile app, etc. 


This guide provides an overview of the tasks that should be completed to enable the LivePerson Agent Widget in Salesforce. 

➡️

The connector for Salesforce is now generally available. If you are interested in enabling this for your brand, please complete the steps detailed below and contact your customer success manager for additional support with the setup. 

Step 1: Install the LivePerson embedded UI in Salesforce

You need to install the LivePerson Embedded UI from the provided Salesforce Package into your Salesforce instance. Further, you need to install the LivePerson Conversation Object into your Salesforce instance.

LivePerson Embedded Application Install (Salesforce Aura Lightning Component)

1. Install the app package from the list of available packages provided. LivePerson recommends installing the most recent release. Select Install for All Users when installing the UI.

 

➡️

Selecting Install for All Users does not make the UI immediately available to all of your Salesforce users. This option makes it possible to enable LivePerson for users without encountering permissions issues. You still have 100% control of who can use LivePerson via Call Center configuration in Salesforce Setup.

2. If you are using Salesforce Sales Cloud, start by navigating to App Manager in the setup page. 

3. You will find Sales Console listed in the list of apps. Click on the arrow -> Edit on the right side

4. Select Utility Items then Add Utility Item.



Add Custom Managed LivePerson Aura and then change the panel width to 400 and the panel height to 600 and then click save



Screenshot 2023-10-07 at 5.54.56 PM.png


Content Security Policy (CSP) Trusted Site Settings



Lastly, please note, the following URLS will be automatically added to your Salesforce CSP settings.



firebaseio.com

wss://*.firebaseio.com

googleapis.com

*.googleapis.com

wss://*.liveperson.net

liveperson.net

*.liveperson.net

liveperson.com

*.liveperson.com

tenfold.com

*.tenfold.com

wss://*.firebasedatabase.app

Screenshot 2023-10-26 at 7.31.36 AM.png

For each site please ensure the check for "Allow site for connect-src" is checked.

LivePerson Conversation Object Package Install

🚨

This is a mandatory step.

Install the Conversation Object using the link provided. Select Install for All Users when installing the UI. This will create the new LivePerson Conversation object in your Salesforce instance. 





Step 2: Permissions 

Role setup

In order for LivePerson to update task records (i.e. phone calls logged to Salesforce) and properly set relationships, the API user must be higher in the role hierarchy than users of this integration. Additionally, both the API user and end-users in Salesforce must have the appropriate roles assigned. This provides the application user with the access required to set relationships and update tasks.

For example:

Permissions

LivePerson/Tenfold leverages an API user to establish the initial integration, obtain the OAuth token, and perform all API calls/writes to the SFDC instance.

The below section outlines the minimum permissions necessary for that user for the core integration to function.

⚙️

If the Salesforce instance has custom fields on the standard objects listed below, the integration user will also need read/write access to those fields. LivePerson will not query these custom fields, however, Salesforce requires this to access the rest of the object.

Alternatively, you may connect Tenfold to Salesforce via an Administrator account which provides sufficient privileges for the integration.

User permissions

🚨

Salesforce Aura Lightning Component ONLY

All users must have the "Author Apex" permission. However, if you are unable to provide this permission, another option is to create an Apex class manually in Salesforce with this boilerplate option and give individual users permission to this Apex class only.





In your instance go to Setup -> Apex Classes and create a new Apex class

You'll name it ApexForLPIntegration

The class will just be boilerplate like this:


java:

global with sharing class ApexForLPIntegration { public ApexForLPIntegration() { } }


Screenshot 2024-02-01 at 15.31.59.png



System permissions

The following system permissions are required for the integration.

Table 1. System permissions required for the Salesforce integration user

PermissionPurpose
API EnabledAllows the LivePerson app to interact with the Salesforce API.
Edit TasksEnables the LivePerson app to create and update interactions and follow up tasks.
View Setup and ConfigurationAllows LivePerson/Tenfold to dynamically build API queries based on the permission set assigned to the API User. This Permission depends on the View Roles and Role Hierarchy.
View Roles and Role HierarchyThis permission is a dependency of the View Setup and Configuration.
View All UsersAllows LivePerson/Tenfold to import users into Tenfold Dashboard.
Modify Metadata Through Metadata API FunctionsAllows LivePerson/Tenfold to create the workflows and workflow rules required for omnichannel agent status updates to be pushed from Salesforce to Tenfold.


When adjusting system permissions in the API user’s Permission Set after Tenfold has been connected to Salesforce you must re-initialize the integration by following these steps.

  1. Change the selected CRM in the Tenfold Dashboard to another CRM.
  2. Switch the CRM selection back to Salesforce.
  3. Re-connect Tenfold to your production or sandbox environment.
  4. Click the “Synchronize Fields” button in Tenfold Dashboard > Company Settings > CRM.

Object Permissions

Each object enabled for the Tenfold integration requires Modify All and Create object permissions. If it is desired to reduce permissions further, be mindful that the Tenfold API user requires the appropriate permissions and sharing settings to read and write relevant Salesforce records and support your use case.

Table 2. Account object permissions required for the Salesforce integration user

Account Object
FieldPermissions
Account Name

Read Access

Edit Access

Account Owner

Read Access

Edit Access

Created ByRead Access
Phone

Read Access

Edit Access

Table 3. Contact object permissions required for the Salesforce integration user

Contact Object
FieldPermissions
Account Name

Read Access

Edit Access

Asst. Phone

Read Access

Edit Access

Contact Owner

Read Access

Edit Access

Created ByRead Access
Email

Read Access

Edit Access

Home Phone

Read Access

Edit Access

Mobile

Read Access

Edit Access

Other Phone

Read Access

Edit Access

Phone

Read Access

Edit Access


Table 4. Lead object permissions required for the Salesforce integration user

Lead Object
FieldPermissions
Created ByRead Access
Email

Read Access

Edit Access

Lead Owner

Read Access

Edit Access

Lead StatusRead Access
Mobile

Read Access

Edit Access

Name

Read Access

Edit Access

Phone

Read Access

Edit Access

Important

The Task object does not allow for control of Object Permissions in the permission set. Set the following Field Permissions on this object.

Table 5. Task object permissions required for the Salesforce integration user

Task Object
FieldPermissions
Assigned To

Read Access

Edit Access

Call Duration

Read Access

Edit Access

Call Type

Read Access

Edit Access

Comments

Read Access

Edit Access

Created By

Read Access

Edit Access

Due Date

Read Access

Edit Access

Name

Read Access

Edit Access

Priority

Read Access

Edit Access

Related To

Read Access

Edit Access

Status

Read Access

Edit Access

Subject

Read Access

Edit Access

Task SubType

Read Access

Edit Access

Type

Read Access

Edit Access

LivePerson ConversationRead Access



Edit Access

Table 6. Opportunity object permissions required for the Salesforce integration user

Opportunity Object
FieldPermissions
Account Name

Read Access

Edit Access

AmountRead Access
Created ByRead Access
Opportunity Name

Read Access

Edit Access

Opportunity Owner

Read Access

Edit Access

ProbabilityRead Access
StageRead Access



Table 7. Case object permissions required for the Salesforce integration user

Case Object
FieldPermissions
Account Name

Read Access

Edit Access

Case NumberRead Access
Case Owner

Read Access

Edit Access

Created ByRead Access
StatusRead Only
Subject

Read Access

Edit Access



Table 8. Conversation Transcript Object permissions required for the Salesforce integration user

Case Object
FieldPermissions
Conversation Number

Read Access

Edit Access

AccountRead Access
Contact

Read Access

Edit Access

Lead

Read Access

Edit Access

Case 

Read Access

Edit Access

Opportunity 

Read Access

Edit Access

Product

Read Access

Edit Access

Transcript

Read Access

Edit Access

Created ByRead Access
Last Modified By

Read Access

Edit Access

StatusRead Only
Owner

Read Access

Edit Access

CSAT Score

Read Access

Edit Access

Brand ID

Read Access

Edit Access

Engagement Channel 

Read Access

Edit Access

Skill

Read Access

Edit Access

Start Time 

Read Access

Edit Access

End Time

Read Access

Edit Access



Step 3: LivePerson/Tenfold Account  Setup

Please contact your Customer Success Manager to set up a Tenfold Account.



Once your Tenfold Account is enabled, you can establish the link to the LivePerson account and turn on messaging features with the following instructions.

Step 4: Ensure your Agents can login to their workspace in Salesforce

Share the user credentials with the agents and ensure they are able to login to the Conversational Cloud and then the application in Salesforce. 

See our FAQs for more information. 



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