Standard Pre Chat in Salesforce Messaging for In App and Web Part 2

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2 ай бұрын

Standard Pre Chat in Salesforce Messaging for In App and Web Part 2 #salesforce #servicecloud
Pre-chat will work only for the Messaging Channels where the Routing Type is set as Omni Flow.
In this video we have explained below points.
1. Setting up Standard Pre chat form for Messaging InApp and web
2. Setup Omni Flow for Messaging In-App and Web.
3. Add Checkbox, Dropdown in standard pre chat form for Messaging Inapp and web.
4. Send hidden fields in standard pre chat form for Messaging In App and Web.
5. Is Messaging In App and Web auto create case and contact?
6. How to route to Live Agent for Messaging InApp and web?
7. How to persist pre chat inputs accross Messaging Session?
Messaging for InApp and Web Setup::::
• Messaging For In-App A...
Omni Channel :::
• Omnichannel | Omnichan...
#salesforce
#salesforceapex
#salesforcehulk
#servicecloud
#salesforcedevelopers
#salesforcetrailhead
#salesforcelightning
#salesforceflow
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Standard Pre Chat Messaging for In App and Web

Пікірлер: 16

@priyankasharma4536 2 ай бұрын

Mind blowing video. Explained in details for pre chat form

@preetisharma9057 2 ай бұрын

Really good video for standard pre chat form. From long time I was waiting such video

@TarabShaikh-ij2dt Ай бұрын

Wow, you're too good at teaching man. Kudos to you. Are we expecting more videos on MIAW or this was the final one?

@salesforcedream Ай бұрын

This is not final video. I will upload more videos soon

@cristianfonseca9404 29 күн бұрын

Hi @SalesforceDream! Very good job I really like your videos are very well explained and detailed, I already subscribe to your channel. I have a question, What about if I need to take the customer user and related it to the Messaging to know with which Custommer User I am talking ... Any suggestion? And If I need to implement the same chat in two different websites I need to implement it twice in salesforce even if is the same logic for both?

@salesforcedream 28 күн бұрын

According to my observation that if you want to implement for 2 website then you have to create 2 embedded deployment as if domain mismatch then chat didn't start. I didn't understand customer user question

@RiseWithForce 29 күн бұрын

Thanks for the informational video. I have tried this, but my flow is not reading the type variable. I have selected dropdown value in prechat window and done the mapping as well in messaging setting. could you please suggest what could be wrong here. and how can I debug the flow when user enters the pre chat value.

@salesforcedream 28 күн бұрын

Hi @RiseWithForce when I was working then I observed that people do one mistake. 1 when we create flow variable then either we didn't select 'Text' as data type. 2. When we create flow variable then we have 2 checkboxes a) Available for input b) Available for output. Here we should select only 'Available for Input' only,if non of them selected or both selected then also flow will not receive data

@priyakeshri8875 Ай бұрын

Hi Thanks for the video, I have one requirement where i have created a prechat picklist field "Type" where the values are ExistingCase and NewCase. I want to add the functionality where if customer selects ExistingCase then a prechat field "Case Number" should reflect so that user can add the existing case number and agent will be able to help on that existing case

@salesforcedream Ай бұрын

Step 1: create custom pre chat form using lwc Step 2: in this video I have explained how to read prechat data in Omni flow. Step3: check in Omni flow that case number is provided by user or not,if yes then add that case to messaging session. When chat accepted by agent, Salesforce will open given case in Salesforce

@abhinavanand6188 15 күн бұрын

Thanks for this very informative video. Can we hide the chat on community page and launch it only when a custom button is clicked? Finding it difficult to achieve this in experience builder with LWC.

@salesforcedream 15 күн бұрын

Not sure but you can remove component and create button by creating javascript in "HTML HeadMarkup" of community and launch chat when user click on custom button by below reference code. developer.salesforce.com/docs/service/messaging-web/guide/launch-chat.html

@abhinavanand6188 14 күн бұрын

@@salesforcedream Thank you , that worked. I can launch the chat on button click by adding logic in head markup. Also, is there any limitation that we cannot use the code snippet generated in an LWC ? I can place the code snipped in a VF Page and the chat works fine but I cannot use it in an LWC.

@salesforcedream 14 күн бұрын

@@abhinavanand6188 Not sure for LWC limitation