- Does salesforce have live chat?
- What is Salesforce CPQ and billing?
- How do I view invoices in Salesforce?
- What is Salesforce billing?
- What is Salesforce live chat?
- How do I change my billing contact in Salesforce?
- Can Salesforce be used for billing?
- How do I install Salesforce billing?
- Where are Salesforce contracts?
- How do I contact Salesforce?
- How do I raise a case to a salesforce support team?
- How much does Salesforce billing cost?
- How do I pay a Salesforce invoice?
- What does Salesforce CPQ allow you to do?
- How do I chat in Salesforce?
- How do I enable live chat in Salesforce?
Does salesforce have live chat?
Welcome to Chat for support agents.
Chat is a comprehensive chat solution that makes it easy for you to support customers.
Chat is fully integrated with the rest of Salesforce, making it easy for you to access all the information you need about your customers in a single workspace..
What is Salesforce CPQ and billing?
With Salesforce CPQ and Billing, it’s easy to send accurate quotes, close complex deals, and get paid within a matter of minutes. And with automated discounts, pricing, and approvals, you can maximize your revenue and reduce your margins.
How do I view invoices in Salesforce?
View an InvoiceFrom the Navigation bar, open the Invoices list view page.Select an invoice document number and open the corresponding invoice record. … On the Invoice Details tab, view the following information. … To see details for the line items on the invoice, open the Related tab.
What is Salesforce billing?
Salesforce Billing is an add-on package that inherits key records and information from Salesforce CPQ. After a sales rep finalizes a quote and orders it within Salesforce CPQ, Salesforce Billing picks up the order record for invoicing, payment, and revenue recognition.
What is Salesforce live chat?
Salesforce Live Agent is a native Salesforce tool that provides the ability to communicate in real-time with your web site users. … Companies that use integrated phone networks to facilitate their customer support through Salesforce face a charge for each call that comes in.
How do I change my billing contact in Salesforce?
How can I contact the billing department? Go to “Home” in Checkout, click “Contact Us“ and select “Billing” Topic.
Can Salesforce be used for billing?
Salesforce Billing lets you manually collect and allocate payments or automate the payment process. You can then post the payment to keep your books up-to-date. Salesforce Billing uses several objects to manage the revenue recognition system.
How do I install Salesforce billing?
Install Salesforce BillingFrom your installation link, click Continue.Salesforce prompts you to approve third-party access. Select I Agree.Review the package components and click Continue.Choose the security level to grant to users upon installation. We recommend granting access to all users. … Click Install.
Where are Salesforce contracts?
To track changes for contracts with any status, ask your Salesforce admin to Set Up Contracts. To report on activated contracts whose fields are tracked, choose Contract History under Contracts and Orders in the Reports area. If you’re using Lightning Experience, switch to Salesforce Classic to see Contract History.
How do I contact Salesforce?
we have internet access, but no one can successfully login to our Salesforce ORG), please call 1-800-NOSOFTWARE to speak a representative directly. You can call Salesforce tech support during local business hours, five days a week.
How do I raise a case to a salesforce support team?
Create a Support CaseLog in to Salesforce, then go to the Help and Training page.At the bottom of the page, click Contact Support.Click Create a Case.Select your support topic, category, and issue. … See if there’s an existing topic that relates to your issue.If you don’t find the solution to your problem, click Create a Case.More items…
How much does Salesforce billing cost?
Salesforce CPQ Pricing Overview Salesforce CPQ pricing starts at $75.00 per month, per user. They do not have a free version. Salesforce CPQ does not offer a free trial. See additional pricing details below.
How do I pay a Salesforce invoice?
Make a Payment on an InvoiceGo to your account and click Payment Center.On the Make a Payment page, click By Invoice and then click Next. … Check the boxes for all the invoices that you want to pay.Choose Full or Partial payments for each invoice that you want to pay. … Click Next. … Choose a payment method or create a new one, then click Pay Now.
What does Salesforce CPQ allow you to do?
Your CPQ program lets you accurately configure products, apply pricing and quantity discounts, and have approvals already programmed into the system. This automation makes you look like a true sales professional, giving customers confidence in your processes and your company. See Salesforce CPQ & Billing in action.
How do I chat in Salesforce?
Add Chat to the Salesforce ConsoleFrom Setup, enter Apps in the Quick Find box, then select Apps.Click Edit next to the name of the Salesforce console app in which you want to set up Chat.Select Include Chat in this App .Choose the records or pages that you want to open as subtabs of chat sessions in the chat workspace.More items…
How do I enable live chat in Salesforce?
Enable ChatFrom Setup, enter Chat Settings in the Quick Find box, then select Chat Settings.Select Enable Chat .Click Save.