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: Salesforce Service Cloud
How to route Chats to different Skills with one Routing Configuration in Salesforce?
1. Enable Skills-Based Routing under Omni-Channel Settings. 2. Create a Custom Field in Chat Transcript object. I have created Skill__c(Picklist field) to route chats based on the Skill selection. 3. ....
How to save custom field value on Chat Transcript object(LiveChatTranscript) in Salesforce?
Sample Pre-Chat Visualforce Page Code: <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 ....
Salesforce Chat License
Chat User License is needed for agents to accept and assist the customers via Salesforce Chat feature. So, kindly check whether enough Chat User licenses are available in Salesforce Company ....
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. ....
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 ....