Are you ready to start conversations with your customers using THEIR preferred channels?
Customize their choices with up to six channels embedded in your website or a Salesforce community.
The Channel Menu is easy to create in Service Setup.
Add, delete or change your preferred channels without deploying any new code.
Select a custom color, font, and text labels so the menu works seamlessly with your website branding.
Before you set up the Channel Menu: Embedded Service Chat must be deployed in your org to add chat.
To add SMS text, Facebook Messenger, or WhatsApp channels, you need to set up Messaging.
Make sure you have Sites enabled to see the Channel Menu Setup node.
You will also need a Salesforce Digital Engagement license.
Ready?
Let’s get started.
First, you need a deployment.
Select an existing one in your org or create a new one on the Channel Menu Setup page.
Add your API name and set your site endpoint.
With your deployment in place, select and edit your channels in Menu Setup.
Reorder the menu using the arrow keys.
Channels appear as you see them in the left column.
Next is Branding.
Have your company’s color codes handy.
Enter the Hex code to update the button and icon colors.
Add a URL for a custom button selection or keep the default choices.
Then customize the default header.
Finally, select a font from the picklist or add a custom font that is already uploaded
on your website.
Now Labels.
Select All in the Label Group and Standard in Label Type.
Use the default text or create your own to match the brand tone of your website.
Start typing your Custom Label text by each default.
Save your work after typing each one.
You can also select a language if you have a multi-language org.
More setup steps are required.
Finally, add your code snippet to the website page where the menu will appear.
Copy and paste from the Channel Menu Code Snippet modal to your HTML code immediately
before the closing body tag.
Verify that your code snippet is in your web page markup, refresh your web page, and confirm
that the Channel Menu floating action button appears.
Congratulations, you’re done!
With the power of the Channel Menu natively built in the Salesforce platform, you can
deliver a personalized experience and increase support channel discoverability—from digital
to voice.
Set up fast and declaratively.
To learn more, check out these Channel Menu resources.
And join us on the trail at trailblazer.salesforce.com.