This document will guide you through the steps to integrate Surfly into your Salesforce app
Before You Begin
You will need a widget-key belonging to the Surfly account created for you. Please contact Surfly Service team via firstname.lastname@example.org to obtain the same.
Upon obtaining the widget-key, proceed with the integration by following the steps outlined below. During the installation, you will be prompted to enter the widget-key.
Steps to integrate
Install Surfly in your SalesForce app using the following link: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t7S0000000cfo
Now, you can create a new page or edit an existing page from Lightning App Builder (Salesforce setup → User interface →Lightning App Builder)
Once Surfly is added to the component, save the page and activate it.
You can start a Surfly session on a webpage by typing a valid URL or join an existing session by entering the unique 4 digit PIN generated by another user.
To enable a video-chat session use the highlighted toggle below
Users with the Admin privilege can also access Surfly settings using the highlighted button below
If you ever need to update the domain through which you access Surfly or modify your Surfly account's widget-key, kindly use the highlighted button below.
Please reach out to Surfly Support team at email@example.com for any related questions.