Hidden Pre-Chat in Messaging for Web

To learn about and set up hidden pre-chat, see Customize Pre-Chat for Messaging for In-App and Web.

This section describes the steps you must take from your web client to send user data, also known as hidden pre-chat data, to Salesforce. See the associated documentation for each step of this sequence.

1. Before you initialize the API from the code snippet that we provide, add an event listener for onEmbeddedMessagingReady. This method notifies you when the API is ready for requests.
2. At some point after the onEmbeddedMessagingReady event is dispatched, pass hidden pre-chat fields to Salesforce by using setHiddenPrechatFields and removeHiddenPrechatFields.

This sample code illustrates how you can implement the key steps of this sequence.

window.addEventListener("onEmbeddedMessagingReady", () => {
    console.log("Received the onEmbeddedMessagingReady event…");

    // Send data to Salesforce
    embeddedservice_bootstrap.prechatAPI.setHiddenPrechatFields({"Order_Number" : "867-5309",
        "Customer_ID" : "11098324"});

    // Remove any items from the previous list that you don't want to send
    embeddedservice_bootstrap.prechatAPI.removeHiddenPrechatFields(["Customer_ID"]);
});

embeddedservice_bootstrap.init(…)

The Messaging for Web reference documentation describes these methods in detail.

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Introduction

APIs

User Verification

Show/Hide Chat Button

Hidden Pre-Chat

Populate Pre-Chat Form Fields

Auto-Responses

Launch Chat

Lightning Web Components

Event Listeners

Messaging for In-App and Web API Developer Guide