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AlexskiAlexski 

Can't get the Live Agent pre-chat API to populate a new record

I am using the pre-chat api with live agent. I can't get the api to populate a new record if it doesn't find a matching record

I am following the instructions in chapter 5 of the live agent developer's guide: http://www.salesforce.com/us/developer/docs/live_agent_dev/live_agent_dev_guide.pdf

Has anyone been able to get this to work correctly?  Any suggestions are welcome.  My code is below
<apex:page showHeader="false"> 
<!-- This script takes the endpoint URL parameter passed from the deployment 
  page and makes it the action for the form -->
<script type="text/javascript">
     (function() { 
     function handlePageLoad() {
       var endpointMatcher = new RegExp("[\\?\\&]endpoint=([^&#]*)");
       document.getElementById('prechatForm').setAttribute('action',
       decodeURIComponent(endpointMatcher.exec(document.location.search)[1]));
     } if (window.addEventListener) {
              window.addEventListener('load', handlePageLoad, false);
   } else { window.attachEvent('onload', handlePageLoad, false);
              }})(); 
</script>
<form method='post' id='prechatForm' class="elegant-aero"> 

<h1>Welcome! <span>Before we begin, please enter the information below</span></h1>
      First name: <input type='text' name='liveagent.prechat:FirstNameDetail'
        id='customField1' /><br />
      Last name: <input type='text' name='liveagent.prechat:LastNameDetail'
        id='customField2' /><br />
      Email address: <input type='text' name='liveagent.prechat:EmailDetail'
        id='customField3' /><br />
      <!-- Department: <select name="liveagent.prechat.buttons">
           Values are LiveChatButton IDs. 
          <option value="573a00000000001">Customer Service</option> 
          <option value="573a00000000002">Technical Support</option> 
          <option value="573a00000000001,573a00000000002">Customer Service if online, 
          otherwise Technical Support</option> 
      </select> --><br /> 

      <!-- Map liveagent.prechat:FirstNameDetail and liveagent.prechat:LastNameDetail
        custom detail to Lead's field FirstName and LastName -->
      <input type="hidden" name="liveagent.prechat.findorcreate.map:Lead"
        value="FirstName,FirstNameDetail;LastName,LastNameDetail;Email,EmailDetail" />
      
      <!-- Specify query for to match lead email address to existing record -->
      <input type="hidden" name="liveagent.prechat.findorcreate.map.doFind:Lead"
        value="Email,true" />

      <!-- Return results only if there is an exact match of email address-->
      <input type="hidden" name="liveagent.prechat.findorcreate.map.isExactMatch:Lead"
        value="Email,true" />

      <!-- If no match in search, create a new Lead record with the mapped value
        of firstname and last name and email-->
      <input type="hidden" name="liveagent.prechat.findorcreate.map.doCreate:Lead"
        value="FirstName,true;" />

      <!-- If a new Lead record has been created, open it as a subtab -->
      <input type="hidden" name="liveagent.prechat.findorcreate.showOnCreate:Lead"
        value="true" />

      <!-- Save the Lead id to transcript's field LeadId -->
      <input type="hidden" name="liveagent.prechat.findorcreate.saveToTranscript:Lead"
        value="LeadId" />
        
      <!-- save the name and email address to the transcript for insurance -->
      <input type="hidden" name="liveagent.prechat.save:email"  value="Email__c" />  

      <input type='submit' value='Request Chat' id='prechat_submit'/> 
<style type="text/css"> 
/* Elegant Aero */
.elegant-aero {
    margin-left:auto;
    margin-right:auto;
    font: 24px "Open Sans",sans-serif;
    max-width: 500px;
    background: #99cc66;
    padding: 20px 20px 20px 20px;
    font: 12px Arial, Helvetica, sans-serif;
    color: #fff;
}
.elegant-aero h1 {
    font: 24px "Open Sans",sans-serif;
    padding: 10px 10px 10px 20px;
    display: block;
    background: #339933;
    border-bottom: 1px solid #B8DDFF;
    margin: -20px -20px 15px;
    color: #fff;
}
.elegant-aero h1>span {
    display: block;
    font-size: 11px;
}

.elegant-aero label>span {
    float: left;
    margin-top: 10px;
    color: #fff;
}
.elegant-aero label {
    display: block;
    margin: 0px 0px 5px;
}
.elegant-aero label>span {
    float: left;
    width: 20%;
    text-align: right;
    padding-right: 15px;
    margin-top: 10px;
    font-weight: bold;
}
.elegant-aero input[type="text"], .elegant-aero input[type="email"], .elegant-aero textarea, .elegant-aero select {
    color: #888;
    width: 70%;
    padding: 0px 0px 0px 5px;
    border: 1px solid #C5E2FF;
    background: #FBFBFB;
    outline: 0;
    -webkit-box-shadow:inset 0px 1px 6px #ECF3F5;
    box-shadow: inset 0px 1px 6px #ECF3F5;
    font: 200 12px/25px Arial, Helvetica, sans-serif;
    height: 30px;
    line-height:15px;
    margin: 2px 6px 16px 0px;
}
.elegant-aero textarea{
    height:100px;
    padding: 5px 0px 0px 5px;
    width: 70%;
}
.elegant-aero select {
    background: #fbfbfb url('down-arrow.png') no-repeat right;
    background: #fbfbfb url('down-arrow.png') no-repeat right;
   appearance:none;
    -webkit-appearance:none;
   -moz-appearance: none;
    text-indent: 0.01px;
    text-overflow: '';
    width: 70%;
}
.elegant-aero .button{
    padding: 10px 30px 10px 30px;
    background: #000;
    border: none;
    color: #FFF;
    box-shadow: 1px 1px 1px #4C6E91;
    -webkit-box-shadow: 1px 1px 1px #4C6E91;
    -moz-box-shadow: 1px 1px 1px #4C6E91;
    text-shadow: 1px 1px 1px #5079A3;
   
}
.elegant-aero .button:hover{
    background: #99cc66;
}
</style> 
</form> 
</apex:page>


 
Jonny SimmoJonny Simmo
Hi Alexski,

Do you have a trigger on your Lead object that contains validation?

It could be the validation that is preventing the Lead object from being created.

I had a similar issue when I was trying to create a Case object, within the trigger it expected a required value in one of the fileds, it was only when I added that field/value in the liveagent.prechat.findorcreate.map.doCreate method that it worked.

Cheers

Jon
 
Jun LiuJun Liu
Hi Alexski,

Have a look at http://analyticsinthewild.blogspot.sg/2014/03/extending-salesforce-liveagent-pre-chat.html

You need more lead fields to create the lead that pre chat API needs, the tricky thing is if you don't provide enough required fields, no error message  neither, it makes hard to identify the problem.

Cheers,

Jun