How to get Chat Transcript field value in Salesforce Embedded Chat?
1. Create a Custom Field in Chat Transcript object. 2. Create the same Custom Field in Contact object. 3. Add the Custom field from Contact to the Embedded Service Chat ....
Tag: Embedded Service Deployment Chat in Salesforce
Salesforce Survey implementation with Experience Cloud(Community Cloud) and Embedded Chat
1. Make sure Service Cloud and Chat User check boxes are enabled for you. 2. Enable Omni-Channel Settings. 3. Enable Chat Settings. 4. Create a Routing Configuration. 5. Create a ....
Using Survey in Salesforce Embedded Chat
It is easy to setup Survey for Salesforce Embedded Chat. Without any coding or programming, just with point and click configurations, we can setup the Survey for Salesforce Embedded Chat. ....
Agent Photo/Agent Avatar in Salesforce Embedded Service Chat
Agent Avatar image in Static Resource: Store the Avatar image in Salesforce Static Resource. Set the URL in embedded_svc.settings.avatarImgURL to set avatar image to the Embedded Chat in Salesforce. Sample ....
Passing Custom Field Value to Chat Transcript object from Embedded Service Chat in Salesforce
embedded_svc.settings.extraPrechatFormDetails can be used in Salesforce Embedded Service Chat to pass value to the Custom Field on the Chat Transcript object/entity. Create a Custom Field in the Chat Transcript object ....
How to allow visitors to save Chat Transcripts in Salesforce?
1. In the Chat Deployment, enable "Allow Visitors to Save Transcripts". 2. Visitors can use Save Chat Transcript to save the Chat Transcript. Vote for this idea - https://trailblazer.salesforce.com/ideaView?id=0874V000000Lz9MQAS, if ....
Channel Menu setup in Salesforce Experience Site(Community Cloud) with Pre-Chat form pre-filled and linking the Chat to Account, Contact and Case
1. Create an Apex Class to fetch currently logged in user details. public class PreChatValuesController { @AuraEnabled public static user fetchUserDetails() { User ....
Channel Menu setup in Salesforce Experience Site(Community Cloud) with Pre-Chat form pre-filled
1. Setup Routing Configuration. 2. Create a Queue. 3. Create a Chat Button with the Queue created in Step 2. 4. Create a Chat Deployment. 5. Create Embedded Service Deployment. ....
How to pre-populate Pre-Chat Form Fields in Salesforce Embedded Service Chat?
prepopulatedPrechatFields attribute can be used to pre-populate Pre-Chat Form Fields in Salesforce Embedded Service Chat. Sample Code: embedded_svc.settings.prepopulatedPrechatFields = { FirstName: "Magulan", LastName: "Duraipandian", Email: "[email protected]" }; Output: https://youtu.be/iCIb-JN3Z84
Salesforce Language Settings for Embedded Service Chat
embedded_svc.settings.language should be adjusted to display the Chat in the specified language.For example, embedded_svc.settings.language = 'fr' will display the information in French. Supported Languages - https://help.salesforce.com/articleView?id=faq_getstart_what_languages_does.htm&type=5