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Topics#Data ManagementAnthony Giuliano 的问题
Anthony Giuliano (Obie Insurance) 提问于 #Data Management
2020年5月28日 20:47

pre-chat form not creating or attaching leads to chat transcript

Hi, testing out Live Agent in a sandbox.  I'm having trouble getting the pre-chat form to work the way it's supposed to.  My understanding is that salesforce will find or create leads or contacts (lead in my use case) and relate it to the new chat transcript.

 

My pre-chat has firstname, lastname, and email.  It's not finding existing leads even when there's an exact match, and it's also not creating new leads with this info.  Any ideas where to start looking?
1 个回答
  1. Sergii at Peeklogic (Peeklogic)
    2020年5月31日 19:14
    Anthony, 

     

    First step is look all security settings( Profiles, roles etc)

     

    And the second is create test data. Test’s and put logs  at all data lines( SELECTS, INSERTS, set’s and other weare data used). Also you can read this blog, maybe you see new solution in future

     

    http://peterknolle.com/live-agent-pre-chat-api/
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