Lead capturing using Salesforce Agentforce
We can make use of custom Flow Action to create or capture Lead record when using Salesforce Agentforce Agent. To link the Lead to the Messaging Session, we can pass ....
Tag: Salesforce Messaging for In-App and Web
Pass Messaging Session from Agentforce to Flow Action
Standard MessagingSession context variable can be used to pass Messaging Session from Agentforce to Flow Action. https://www.infallibletechie.com/2024/12/context-variables-in-salesforce-agentforce.html Flow Input Variable Configuration for Messaging Session: Agent Action Configuration for passing MessagingSession: ....
Pass Pre-Chat to Salesforce Messaging for In-App and Web REST API
When we invoke the Salesforce Messaging for In-App and Web REST API, routingAttributes can be used to pass the Pre-Chat field values. 1. Setup the Salesforce Messaging for In-App and ....
Change the Salesforce Messaging for In-App and Web Chat Icon Position
embeddedservice_bootstrap.settings.chatButtonPosition can be used to change the Salesforce Messaging for In-App and Web Chat Icon Position or Location. Sample Code: embeddedservice_bootstrap.settings.chatButtonPosition = "100px,100px"; In this Blog Post example, the chat ....
Share Knowledge Articles content in Active Salesforce Messaging Session
Service Agents or Representatives can quickly insert Salesforce Knowledge Articles content when on Active Messaging Session using "Insert Article into Conversation" action. 1. Go to Object Manager. 2. Search and ....
Options to Chat with Real Agent or Salesforce Agentforce
In the Omni-Channel Flow, we can decide whether the Salesforce Messaging Session records should be routed to the human Agent or Agentforce Agent. In order to do the decision in ....
Transfer from Salesforce Agentforce to real Agents
We can transfer the Salesforce Agentforce Messaging Sessions to the real human agents to assist further if the Agentforce agent is unable to help on the customer requests. Please check ....
Hide Chat Icon and launch Messaging on Button Click in Salesforce Messaging for In-App and Web in Experience Cloud Site
embeddedservice_bootstrap.settings.hideChatButtonOnLoad = true; can be used to hide the Salesforce Messaging for In-App and Web chat icon when the Page loads. embeddedservice_bootstrap.utilAPI.launchChat() can be used to launch the Salesforce Messaging ....
Context Variables in Salesforce Agentforce
In this Blog Post, I have used Pre-Chat fields in the Messaging for In-App and web to capture First Name, Last Name and Email of the visitor. Using Omni-Channel Flow, ....
Hide Chat Icon and display Text in Salesforce Messaging for In-App and Web
embeddedservice_bootstrap.settings.hideChatButtonOnLoad = true; can be used to hide the Salesforce Messaging for In-App and Web chat icon when the Page loads. embeddedservice_bootstrap.utilAPI.launchChat() can be used to launch the Salesforce Messaging ....