Reference Link: In the Field Name section, type the name of the default custom field of the standard live chat transcript object in Salesforce that you would like the corresponding variable mapped. Navigate to the Live Chat Transcript Object. To do that, open the Salesforce plugin and click on the Chat transcript settings button. Reference. Click on the 'Live Chat Transcript' component on the page layout. . Click on any existing record. By default, transcripts are being attached as Cases to your Salesforce account, but you can choose any other Salesforce Object and attach transcripts there. StartTime. For Example, Chat Button in Chat Transcript object stores the chat button id that the visitor clicked to initiate the chat. Create an agent that can receive chats from the newly created chat button 4. For example, as an Object you can use Case or Task. When manually creating the Case in a console component instead of letting Salesforce create the Case automatically via pre-chat or deployment API then you will need to use an apex trigger on the LiveChatTranscript object and add a custom text field Chat Key to your Case object to correlate the records in the trigger. Chat Transcript records owned by the Automated Process users are not visible via global search, list views or reporting. I know the api name is LiveChatTranscript, but when I execute the following simple query: SELECT * FROM LiveChatTranscript LIMIT 100. Key Features The Salesforce integration lets you create leads and contacts from chats, archives, and the Visitor section at a good clip. 6. 3. dateTime. 1. 2. To associate multiple skills with a LiveChatTranscript, use LiveChatTranscriptSkill junction objects. I am trying to write a simple query to acces the Live Chat Transcript table. Set up a test chat button with Omni Queue-Based routing 3. Resolution. Description. Create a list view in Lightning Console for transcripts that includes a field that can be edited - (Note: If record types exist for the transcript object in-line editing may not be available) 5. a case by using the saveToTranscript method. Is there something I have to do to make . End Users are unable to view all Chat Transcript records. Click on the Change button and enter the name of . Overview of Salesforce Objects and Fields. Towards the top right of the screen, locate the gear icon and click this. Ensure the end User has the necessary permissions to view the object Chat Transcript. Easily search the Salesforce contacts directly from LiveChat as well as save chat transcripts as Cases or Objects in your Salesforce account. How to save the custom detail to a custom field on Chat Transcript object (LiveChatTranscript) in Salesforce? Create, Filter, Nillable, Sort, Update. October 10, 2020 InfallibleTechie Admin Chat Transcript object have several standard fields. Set Up Org-Wide Sharing for Voice Calls Configure Single Sign-on (SSO) to Your Telephony Provider Update the Key Pair for Your Contact Center Make Sure Salesforce Satisfies the Voice Prerequisites Test Service Cloud Voice Create Your Amazon Connect Contact Center Service Cloud Voice Key Concepts Use Service Cloud Voice Across Sales and Service The record ID of the primary Skill associated with the LiveChatButton the chat session originated from. We have all seen the little 'chat to an agent' buttons on company websites, usually when trying to find a way to contact a support team. Properties. Salesforce Send contacts, leads and cases from LiveChat to Salesforce. Salesforce Chat (formerly "Salesforce Live Agent") is a native Salesforce tool that enables customer service teams to communicate in real-time with your website users. 5. This object is automatically created for each Live Agent chat session and stores information about the session. 2. Enable Intraday Management and Real-Time Adherence Configure the Omni-Channel Widget to Work with Agent Engagement Set Scheduling Objectives Submit Your Time Sheet Admin Checklist for Capacity Plan Setup Create and Assign a Learning Manager User Profile for Agent Engagement Workforce Engagement Workforce Engagement Limits and Considerations Object Interfaces. The tab needs to be visible and they need at least Read on the object. Supported Calls create () , delete () , describeLayout () , getDeleted () , getUpdated () , query () , retrieve () , search () , undelete () , update () , upsert () Fields Usage From the "Customization Settings" tab, scroll down to the Chat Transcript Settings section of your page 4. This object is available in API version 24.0 and later. This object purpose is to capture conversations of both types: chat or messaging. Type. You can automatically attach the transcript to a record i.e. The SFDC package supplied by LivePerson includes an object named "Chat Transcript". Choose the 'Edit Page' option. This object is automatically created for each Live Agent chat session and stores information about the session. If not in Lightning Experience, switch to this. Custom Console Component Associated Objects (Feed, History, OwnerSharingRule, Share, and ChangeEvent Objects) Custom Objects. findOrCreate.saveToTranscript Syntax Depending on wheter you are using the pre-chat API or deployment API all you have to do is follow the instructions on the developer guide to automatically related the transcript to the case. I get the following error: 'INVALID_TYPE: sObject type 'LiveChatTranscript' is not supported. Click into the Choose Variable field to select, from your existing bot variables, the variable you would like to map to your previously defined Salesforce field. This object is available in API version 24.0 and later.

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