Account or Contact or Lead Or Case Creation flow or order in Salesforce Chat

Account or Contact or Lead Or Case Creation flow or order in Salesforce Chat

The findOrCreate Salesforce Chat method begins the API call differently for Classic Live Agent Routing and Omni-Channel Routing. Please check the following for the difference:

The findOrCreate Salesforce Chat method begins the API call that finds existing records or creates new records when an agent or rep begins/accepts a chat with a customer for the Live Agent Routing.

For the chats that get routed by the Omni-Channel, the findOrCreate Chat code triggers even if the chat visitor cancels the chat before the agent accepts. Check the following article for reference.

Leave a Reply