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. ....
Tag: Salesforce Chat
Queue not working for Salesforce Chat
Issue may be due to the Capacity values entered. 1. Check the Queue Capacity entered in the Chat Button. 2. Then, check Capacity in Routing Configuration. As per the above configuration, for each ....
Salesforce Find and Create Records Pre-Chat API with Contact object picklist field
Chat Deployment: Visualforce Page:<apex:page showHeader="false" standardStylesheets="false" sidebar="false" title="Pre-Chat Form" cache="false"> <!-- form id should be used in getElementById() --> <script type="text/javascript"> (function() { function handlePageLoad() { var endpointMatcher = new RegExp("[\?\&]endpoint=([^&#]*)"); ....
Using FindOrCreate from Salesforce Chat to link Account to Chat Transcript
Sample Code:/* Custom detail is to show it to the agent before accepting the Chat and for findOrCreate */liveagent.addCustomDetail( "Company", "Disney" );liveagent.addCustomDetail( "First Name", "Mickey" );liveagent.addCustomDetail( "Last Name", "Mouse" );liveagent.addCustomDetail( ....
Using FindOrCreate from Salesforce Chat
Sample code: /* Custom detail is to show it to the agent before accepting the Chat and for findOrCreate */ liveagent.addCustomDetail( "First Name", "Mickey" ); liveagent.addCustomDetail( "Last ....
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 ....
How to show Queue Position in Salesforce Chat?
Visualforce components can be used to customize the appearance and behavior of chat windows. Check the below example. Visualforce Page: <apex:page showHeader="false"> <style> body { overflow: hidden; width: 100%; height: ....
How to show chat image instead of text in Salesforce Chat?
Static Resource for Chat Image:Chat Button Configuration:Code Change: Output:
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 ....