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Can I create person from pre chat popup window in live agent..?
I want to create person account from pre chat window customer details but getting created business account.
Please help me out my code is below for pre chat window form
<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>
<h1>Live Agent Pre-Chat Form</h1>
<!-- Form that gathers information from the chat visitor and sets the values to Live Agent Custom Details used later in the example -->
<form method='post' id='prechatForm'>
Name: <input type='text' name='liveagent.prechat:AccountName' id='firstName' /><br />
<!--input type='text' name='liveagent.prechat:ContactLastName' id='lastName' /><br /-->
<!--input type='text' name='liveagent.prechat:ContactEmail' id='email' /><br /-->
Phone: <input type='text' name='liveagent.prechat:AccountPhone' id='phone' /><br />
Issue: <!--input type='text' name='liveagent.prechat:AccountDescription' id='subject' /--><br />
<!-- Hidden fields used to set additional custom details -->
<input type="hidden" name="liveagent.prechat:AccountDescription" value="New-jkknj" /><br />
<input type="hidden" name="liveagent.prechat:AccountRecordType" value="012a000000188SM" />
<input type="hidden" name="liveagent.prechat.name" id="prechat_field_name" />
<!-- map: Use the data from prechat form to map it to the Salesforce record's fields -->
<input type="hidden" name="liveagent.prechat.findorcreate.map:Account" value="Name,AccountName;Phone,AccountPhone;Description,AccountDescription;RecordType,'(!AccountRecordType)'"/><!--,AccountDescription;
<input type="hidden" name="liveagent.prechat.findorcreate.map.doFind:Account" value="Phone,true" />
<input type="hidden" name="liveagent.prechat.findorcreate.map.isExactMatch:Account" value="Phone,true" />
<input type="hidden" name="liveagent.prechat.findorcreate.map.doCreate:Account" value="Name,true;Phone,true;Description,true;RecordTypeId,True"/><!--;Bill_Street_1__c,true;
LastName,true;IsPersonAccount,true" /-->
<input type="hidden" name="liveagent.prechat.findorcreate.showOnCreate:Account" value="true" />
<!--input type="hidden" name="liveagent.prechat.findorcreate.showOnCreate:Case" value="true" /-->
<!-- saveToTranscript: Associates the records found / created, i.e. Contact and Case, to the Live Chat Transcript record. -->
<input type="hidden" name="liveagent.prechat.findorcreate.saveToTranscript:Account" value="AccountId" />
<input type='submit' value='Chat Now' id='prechat_submit' onclick="setName()"/>
<!-- Set the visitor's name for the agent in the Console to first and last name provided by the customer -->
<script type="text/javascript">
function setName() {
document.getElementById("prechat_field_name").value =
document.getElementById("firstName").value;
}
</script>
<style type="text/css">
p {font-weight: bolder }
</style>
</form>
thanks
nizam
Instead of using
Use this for Person Account
Hope this solve your issue.
All Answers
Instead of using
Use this for Person Account
Hope this solve your issue.
I cannot get this to work and I can't figure out why. If I remove the reference to Person Email and Record Type ID, it creates a business account. If the Person Account exists, it matches up fine. But I can't get my code to actually create a Person Account. Any ideas why?
If I leave my code like yours with the (!AccountRecordType), it creates as a business account with no Record Type set.. if I have it as RecordTypeId,AccountRecordType.. it doesn't create at all.