Transferring a Chat

When you're on an active chat in Gplus Adapter for Salesforce, you can perform a transfer to another contact.

All you have to do is click Instant Transfer and choose a contact in Team Communicator. If you like, you can provide some details about the chat in the Notes field before you click Instant Transfer . When the contact sees the incoming chat, he or she will also see your notes in the call details area.

Important

If your administrator has configured it, the transfer target might also see related information about the active call in Salesforce. For example, if the caller already exists in the Salesforce contact database, the agent might see the Edit Contact screen.

(need more information and an environment to play in so I can document this task properly)

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