Find and Create Records Automatically with the Deployment APIs | Service Cloud Chat Developer Guide

Use the Deployment API to search for or create Salesforce records—like a case, contact, account, or lead—automatically when an agent begins a chat with a customer.

You can add any of these methods as additional scripts within the code that’s automatically generated when you create a deployment.

addCustomDetail
Use the addCustomDetail method to add custom details for each chat visitor.
findOrCreate
Use the findOrCreate method to find existing records or create records based on certain criteria.
setName
Use the setName method to set the visitor name displayed in the Chat console or the Salesforce console.
Search for Knowledge Articles with the Deployment APIs
Use the Deployment API to search for Knowledge articles based on the information that a customer provides in a pre-chat form.
Find and Create Records Deployment API Code Sample
Test and preview how automatically creating records can work with your Chat deployments using this code sample.