Is there any way to create post chat form aftrt closing chat so that created case via chat can be closed of keep open as per custommer selection and adding case related fields.
Post chat is not supported, you can use trigger on MessagingSession, if MessagingSession changed to Ended then close the case which is associated with this MessagingSession.
Hi Isha, in messaging session, guest value is coming from MessagingEndUser object. Messaging in-app and web consider evry user as Guest that's why it is showing as Guest in chat window. This value you cannot replace but you can create custom field in Messaging session or MessagingEndUser and you need to update by Omni Flow
Hi there, thanks for the video, It is really useful. I am trying this in my developer org, but I can't see Chat transcript object when creating the queue. Also, there is CHAT object is not available while creating Service channel. can you please advice?
@@omnislay Messaging in-app and web use "Messaging" channel and while creating queue we should select "Messaging Session". 1st open your user and select "service user" checkbox then create messaging in-app and web channel setup-- messagimg setting Service channel for "Messaging Sesdion" is created by salesforce.
@@salesforcedream Yes I did that. I also want to test the Chat routing via Omni channel and it is not giving me options to select Chat Transcript object while creating the queue.
Thank you boss. I did all the steps as per the video. But when I click on the Visualforce page for testing, it does not show me any Chat button. I can see the text and all, but the button is missing. Can you help?
hi, I followed all steps in dev org but I did not get the edit page for messessig session and I see chat button in builder mode but not in preview as well as on site, what could be the issue?
Check your profile for the edit page. I have logged in as System administrator so I had permission. Please publish deployment and your site and try. Make sure you added SCRT url and your community url in Setup-- trusted url and Setup-- CORS and Security and Privacy of your site
@@Chetnas-d1w I have done these things only and it worked but last try you can do that setup --> Sites--> each deployment create own site--> open deployment site--> add your site url where you are expecting bot to deployment site's trusted domain and try. This step I didn't when I was using bot outside salesforce
Thanks for the video, it is really helpful . I am facing one issue, i have added the embedded Messaging component in community and published the site. i am getting the error "embeddedMessaging.js:1 [Embedded Messaging] bootstrap.min.js failed to load." on my community page. could you please help what is missing here.
Normally in community I have seen only 1 issue that either you didn't add community url and scrt url from embedded script into Salesforce CORS ,Trusted URL and "Security and Privacy ' of community site
Great video, I have been waiting for some one to help me get this set up for my org! When trying to Activate my messaging channel, Salesforce is giving me a popup about accepting terms and conditions. Is there anything I should worry about with this message?
There is 2 components called "Embedded Chat" and "Embedded Messaging". Make sure you added "Embedded Messaging", I didn't try in LWR but Messaging in-app and web is designed for new generation so it should work
Thank you for the response. I have tried Embedded Messaging and it does load all the paramters . However when previewing it does not load the chat component. I am trying to see if I can use LWC with code snippet from the channel however not sure if I can as this need JS scipts which need whitelisting. Not finding anything how to use this on LWR
Customer name is part of MessagingEndUser but in agent main screen we can see Messaging session. I don't think we can add directly but we can create custom formula field in Messaging session and take value from MessagingEndUser. There is some lookup relationship between Messaging session and MessagingEndUser object. Value will be Guest only if you are logged in user or not
Please send me your email. I will try my best to provide the details. When we initiate chat then what all the records created and how Omni flow route your chat. I will show in diagram.
i dont have experience cloud enabled. Its not allowing me to create embedded service deployment for Message in app and Web. I want the feature on my own website. Is there a solution for this?
1. Cross Device Chat ->>> Is this applicable only for Login User or it is applicable for guest users too. How it works ?? 2. chat should not start till agents gets online . customer should not able to chat , till agent is online, how we can achieve this ? 3. Messaging for In-App can send push notifications to customers. -->>>> where it gets send. and can we off it ? 4. Agent & Customers can send emoji. -->>>> How to it Turn off ?
4) Please go through 4 video from playlist of Messaging in-app and web. 1) by default it works for guest user. When we create any deployment for Messaging for in-app and web then a new site created. It works for that site guest user. If you are using community and aura template or Messaging in-app then we can use setup user verification. Setup user verification works with JWT token. In detail I will create video. 2) You can configure business hours,if customer came outside of business hours then chat icon will not be visible. You can follow my 4th video of messaging in-app and web.
Very detailed video on how to setup inapp and web messaging. Thank you for this
I really liked this video. Explained all the steps for messaging in-app and web setup
Extremely helpful video! It's the best one I could find, and it finally helped me get this logic to work. Thank you so much!
Great to hear!
Video is awesome. Explained properly step by step.
VERY informative
awesome video
Awesome. Thanks a ton for this. Really appreciate
Thanks a lot for this video and for your reply. it helps me to fix this issue.
Very well explained bud..keep it up!!
Really appreciated.
Is there any way to create post chat form aftrt closing chat so that created case via chat can be closed of keep open as per custommer selection and adding case related fields.
Post chat is not supported, you can use trigger on MessagingSession, if MessagingSession changed to Ended then close the case which is associated with this MessagingSession.
In the chat , it shows guest but instead on community, contact reference already present, how to enable the context?
Hi Isha, in messaging session, guest value is coming from MessagingEndUser object. Messaging in-app and web consider evry user as Guest that's why it is showing as Guest in chat window. This value you cannot replace but you can create custom field in Messaging session or MessagingEndUser and you need to update by Omni Flow
Hi there, thanks for the video, It is really useful. I am trying this in my developer org, but I can't see Chat transcript object when creating the queue. Also, there is CHAT object is not available while creating Service channel. can you please advice?
@@omnislay Messaging in-app and web use "Messaging" channel and while creating queue we should select "Messaging Session". 1st open your user and select "service user" checkbox then create messaging in-app and web channel setup-- messagimg setting
Service channel for "Messaging Sesdion" is created by salesforce.
@@salesforcedream Yes I did that. I also want to test the Chat routing via Omni channel and it is not giving me options to select Chat Transcript object while creating the queue.
@@omnislay you can find one video "Live Agent" on this chsnnel. Please go through. You will find the details
Hi
I’m not able to see the
Messaging for in app and web user permission
What should i do?
@@pranayrajput7878 we need license either Messaging for in-app and web or service cloud
Thank you boss. I did all the steps as per the video. But when I click on the Visualforce page for testing, it does not show me any Chat button. I can see the text and all, but the button is missing. Can you help?
Not sure
hi, I followed all steps in dev org but I did not get the edit page for messessig session and I see chat button in builder mode but not in preview as well as on site, what could be the issue?
Check your profile for the edit page. I have logged in as System administrator so I had permission. Please publish deployment and your site and try. Make sure you added SCRT url and your community url in Setup-- trusted url and Setup-- CORS and Security and Privacy of your site
@@salesforcedream I did all, any other thing I should look for
@@Chetnas-d1w I have done these things only and it worked but last try you can do that setup --> Sites--> each deployment create own site--> open deployment site--> add your site url where you are expecting bot to deployment site's trusted domain and try. This step I didn't when I was using bot outside salesforce
Thanks for the video, it is really helpful .
I am facing one issue, i have added the embedded Messaging component in community and published the site. i am getting the error "embeddedMessaging.js:1 [Embedded Messaging] bootstrap.min.js failed to load." on my community page. could you please help what is missing here.
Normally in community I have seen only 1 issue that either you didn't add community url and scrt url from embedded script into Salesforce CORS ,Trusted URL and "Security and Privacy ' of community site
@@salesforcedream Thanks for reply
Great video, I have been waiting for some one to help me get this set up for my org! When trying to Activate my messaging channel, Salesforce is giving me a popup about accepting terms and conditions. Is there anything I should worry about with this message?
Please read terms and conditions. According to my understanding it is related to licence or charge but please go through it.
Can this work for LWR sites. I followed all steps but embedded component not loading the chat
There is 2 components called "Embedded Chat" and "Embedded Messaging". Make sure you added "Embedded Messaging", I didn't try in LWR but Messaging in-app and web is designed for new generation so it should work
Thank you for the response. I have tried Embedded Messaging and it does load all the paramters . However when previewing it does not load the chat component. I am trying to see if I can use LWC with code snippet from the channel however not sure if I can as this need JS scipts which need whitelisting. Not finding anything how to use this on LWR
Can we display "Customer name" in the messaging chat in agents view, currently it's showing as Guest
Customer name is part of MessagingEndUser but in agent main screen we can see Messaging session. I don't think we can add directly but we can create custom formula field in Messaging session and take value from MessagingEndUser. There is some lookup relationship between Messaging session and MessagingEndUser object. Value will be Guest only if you are logged in user or not
Can you please send an architecture diagram for inapp and messaging
Please send me your email. I will try my best to provide the details. When we initiate chat then what all the records created and how Omni flow route your chat. I will show in diagram.
i dont have experience cloud enabled. Its not allowing me to create embedded service deployment for Message in app and Web. I want the feature on my own website. Is there a solution for this?
You can provide domain of vf page and try
1. Cross Device Chat
->>> Is this applicable only for Login User or it is applicable for guest users too. How it works ??
2. chat should not start till agents gets online .
customer should not able to chat , till agent is online, how we can achieve this ?
3. Messaging for In-App can send push notifications to customers.
-->>>> where it gets send. and can we off it ?
4. Agent & Customers can send emoji.
-->>>> How to it Turn off ?
4) Please go through 4 video from playlist of Messaging in-app and web.
1) by default it works for guest user. When we create any deployment for Messaging for in-app and web then a new site created. It works for that site guest user. If you are using community and aura template or Messaging in-app then we can use setup user verification. Setup user verification works with JWT token. In detail I will create video.
2) You can configure business hours,if customer came outside of business hours then chat icon will not be visible. You can follow my 4th video of messaging in-app and web.
@@salesforcedream Thanks for the reply