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Frederica KearneyFrederica Kearney 

pre-chat data into salesforce

Hello,
We have set up omni pre-chat forms which takes email address as a required field, but it doesn't pull the email address customers enter into the main SF record the system creates.
We want to use email addresses in the reports on chat transcript activity. Is there a way to pull this data into the main system please?
Thanks
Best Answer chosen by Frederica Kearney
SwethaSwetha (Salesforce Developers) 
HI Frederica,
You can make use of findOrCreate.saveToTranscript to create a record and save it to the chat transcript associated with the chat

Syntax: 
<input type="hidden" name= "liveagent.prechat.findorcreate.saveToTranscript: String entityName" value= "String transcriptFieldName" />

More info : https://developer.salesforce.com/docs/atlas.en-us.live_agent_dev.meta/live_agent_dev/live_agent_creating_records_prechat_API_saveToTranscript.htm

If this information helps, please mark the answer as best. Thank you

All Answers

SwethaSwetha (Salesforce Developers) 
HI Frederica,
You can make use of findOrCreate.saveToTranscript to create a record and save it to the chat transcript associated with the chat

Syntax: 
<input type="hidden" name= "liveagent.prechat.findorcreate.saveToTranscript: String entityName" value= "String transcriptFieldName" />

More info : https://developer.salesforce.com/docs/atlas.en-us.live_agent_dev.meta/live_agent_dev/live_agent_creating_records_prechat_API_saveToTranscript.htm

If this information helps, please mark the answer as best. Thank you
This was selected as the best answer
Frederica KearneyFrederica Kearney
Hi Swetha,
Thanks a lot - I really appreciate your help.