So far, the best video on PreChat for Digital Engagement. Thanks bro. Regarding the last flow you built, there are two options for the Pre-Chat Display Frequency when you go to the Deployment page > Edit PreChat Every Conversation and Every Session. I guess those options will save us the stress of the loops in the flow.
@@agentshevylabs7872 Loop is not required. When I was building video then I was thinking that isNull we can check with list only in flow but later I realised that isNull we can check with single record also,so we can avoid loop in flow.
@@salesforcedream What do you think about the Pre-Chat Display Frequency options? I guess with it, we can decide to always display the PreChat form to the User even if the Agent ended the Chat... Is that right?
Regarding populating a hidden custom field on the PreChat, I used your technique to populate the Web Page name the User initiated the Chat from ( Which is the Home Page). However, since the code is entered on the Head Markup and it is not dynamic, how can I populate the names of the other pages. if I were to place my Messaging component in different pages of the community site?
Take the URL from browser by using JAvascript and check url by contains method and send hidden field accordimg to if condition. If url.contains("xyz") then let page=test,if url.contain("zyx") then page= test1 and now page you can send. May be this way it can resolve your problem. Otherwise you have to use custom prechat form
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.
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
Messaging session user value is always coming as Guest.How do we narrow it down to correct user record.?Using hidden values concept?By the way thank you for the video.
@@SharmaJiSFDCBlogs Messaging end user object record is created by Salesforce. For messaging in-app and web, always it is Guest only either you are using user setup verification or not
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?
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
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.
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
@@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.
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
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
I'm facing an issue with our Service Console where, despite users filling out the pre-chat form, their name still appears as "Guest" in the Service Console. I'm looking for help to ensure that the correct username appears instead of "Guest." The pre-chat form collects the user's name and other information. When a chat is initiated, the user shows up as "Guest" in the Service Console rather than displaying their name.
Salesforce automatically create MessagingEndUser and name will be always Guest user. You can get prechat information in flow and create your contact but I don't think we can do Changes in MessagingEndUser
@@sushmithashetty5324 MessagingEndUser is not editable as per my understanding. If it is editable then in our Omni flow we can update value from pre chat form
So far, the best video on PreChat for Digital Engagement.
Thanks bro.
Regarding the last flow you built, there are two options for the Pre-Chat Display Frequency when you go to the Deployment page > Edit PreChat
Every Conversation and Every Session.
I guess those options will save us the stress of the loops in the flow.
@@agentshevylabs7872 Loop is not required. When I was building video then I was thinking that isNull we can check with list only in flow but later I realised that isNull we can check with single record also,so we can avoid loop in flow.
@@salesforcedream What do you think about the Pre-Chat Display Frequency options?
I guess with it, we can decide to always display the PreChat form to the User even if the Agent ended the Chat... Is that right?
@@agentshevylabs7872 help.salesforce.com/s/articleView?id=release-notes.rn_miaw_pre_chat_frequency.htm&release=244&type=5
Mind blowing video. Explained in details for pre chat form
Really good video for standard pre chat form. From long time I was waiting such video
Regarding populating a hidden custom field on the PreChat,
I used your technique to populate the Web Page name the User initiated the Chat from ( Which is the Home Page).
However, since the code is entered on the Head Markup and it is not dynamic, how can I populate the names of the other pages.
if I were to place my Messaging component in different pages of the community site?
Take the URL from browser by using JAvascript and check url by contains method and send hidden field accordimg to if condition. If url.contains("xyz") then let page=test,if url.contain("zyx") then page= test1 and now page you can send. May be this way it can resolve your problem. Otherwise you have to use custom prechat form
Super Thanks for such a nice video
Wow, you're too good at teaching man. Kudos to you. Are we expecting more videos on MIAW or this was the final one?
This is not final video. I will upload more videos soon
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.
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
Messaging session user value is always coming as Guest.How do we narrow it down to correct user record.?Using hidden values concept?By the way thank you for the video.
@@SharmaJiSFDCBlogs Messaging end user object record is created by Salesforce. For messaging in-app and web, always it is Guest only either you are using user setup verification or not
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?
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
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.
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
@@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.
@@abhinavanand6188 Not sure for LWC limitation
Hi, Is this Enhanced LWR Site or Aura Site ?
I have added in Aura site only
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
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
Hi Can we create a post chat page for the rating purpose
@@aarnavyadav1 We can create survey link only. We can't use post chat page
I'm facing an issue with our Service Console where, despite users filling out the pre-chat form, their name still appears as "Guest" in the Service Console. I'm looking for help to ensure that the correct username appears instead of "Guest."
The pre-chat form collects the user's name and other information.
When a chat is initiated, the user shows up as "Guest" in the Service Console rather than displaying their name.
Salesforce automatically create MessagingEndUser and name will be always Guest user. You can get prechat information in flow and create your contact but I don't think we can do Changes in MessagingEndUser
@@salesforcedream Cant we change that guestname to the messaging username
@@sushmithashetty5324 MessagingEndUser is not editable as per my understanding. If it is editable then in our Omni flow we can update value from pre chat form