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Jeff Hutchinson 17 How to perform a conditional search of Leads and Accounts based on Live Agent pre chat form
I have successfully implemented Live Agent with a pre-chat page on an external website. Currently, a Case is created and attached to every chat transcript. I would like to be able to search for a person account based on the pre-chat information to attach to the case and person account and if a person account is not found search for a lead and if a lead is not found then create one.
An alternative solution would be to add a field where the chat visitor can indicate if they already have an account and then search person accounts if they do and leads if they do not. If possible, I would like to avoid this solution because someone will always enter the wrong information.
An alternative solution would be to add a field where the chat visitor can indicate if they already have an account and then search person accounts if they do and leads if they do not. If possible, I would like to avoid this solution because someone will always enter the wrong information.