Salesforce CRM Configuration
Search Salesforce CRM Configuration in the Apps menu on your Rocket.Chat administration panel, as shown below:
Click open your Salesforce CRM app to see the settings available to you as an administrator.
Following are the settings available:
  1. 1.
    Consumer Key is available inside your Salesforce instance.
  2. 2.
    Private Key is also available inside your Salesforce instance.
  3. 3.
    Salesforce Username: This is the salesforce username used here for identification.
  4. 4.
    Display Contact information when assigning the agent to the chat: If enabled, Salesforce contact information will be displayed to agents when they are assigned to chats.
  5. 5.
    Auto-Save/Update Contacts when a Chat Ends: If enabled, the app will auto-save/update the visitor info on Salesforce once an agent closes the chat.
  6. 6.
    Metadata Refresh Interval(in Minutes): For better user experience, the app will cache some meta-data information from Salesforce. This setting defines the duration within which the app will automatically refresh its cache
  7. 7.
    Salesforce Session Timeout(in Minutes): This should be the same as Session Timeout setting on your Salesforce Setting ( Setup --> Session Settings --> Session Timeout --> Timeout Value )
  8. 8.
    Hit Save.
Rasa app is successfully configured.
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