cordova-plugin-salesforce-snapins

Cordova plugin to integrate Salesforce Snap-ins SDK for iOS and Android on a Cordova project.

For more information about Salesforce SDK look at:

Installation

cordova plugin add cordova-plugin-salesforce-snapins

Supported platforms

Android
iOS

Usage

var SalesforceSnapIns = window.cordova.plugins.SalesforceSnapIns;

SalesforceSnapIns.initialize({
	colors: { // iOS only
		brandPrimary: "#007F7F"
	},
	liveAgent: {
		liveAgentPod: '...',
		orgId: '...',
		deploymentId: '...',
		buttonId: '...'
	}
});

// Optional, if you don't need to change pre-chat fields you can omit this line
SalesforceSnapIns.clearPrechatFields();

SalesforceSnapIns.addPrechatField({
	type: 'hidden', // could be: text, hidden, picker
	label: 'Subject',
	value: 'Live Agent Chat support',
	transcriptField: 'subject__c',
	required: true
});

SalesforceSnapIns.addPrechatField({
	type: 'text',
	label: 'Name',
	required: true
});

SalesforceSnapIns.addPrechatField({
	type: 'text',
	label: 'Email',
	required: true,
	keyboardType: SalesforceSnapIns.KEYBOARD_TYPE_EMAIL_ADDRESS,
	autocorrectionType: SalesforceSnapIns.AUTOCORRECTION_TYPE_NO
});

SalesforceSnapIns.addPrechatField({
	type: 'picker',
	label: 'Argomento',
	required: true,
	values: [
		{ label: 'Reso',   value: 'reso' },
		{ label: 'Ordine', value: 'ordine' }
	]
});

// Optional, if you don't need to change pre-chat entities you can omit this line
SalesforceSnapIns.clearPrechatEntities();

var accountEntity = {
	name: "Account",
	linkToEntityName: "Account",
	linkToEntityField: "AccountId",
	saveToTranscript: "AccountId",
	showOnCreate: true,
	fieldMap: [
		{
			fieldName: "Name__c",
			label: "Name",
			isExactMatch: true,
			doCreate: true,
			doFind: false
		},
		{
			fieldName: "Email__c",
			label: "Email",
			isExactMatch: true,
			doCreate: true,
			doFind: true
		}
	]
};
SalesforceSnapIns.addPrechatEntity(accountEntity);

var caseEntity = {
	name: "Case",
	linkToEntityName: "Account",
	linkToEntityField: "AccountId",
	saveToTranscript: "AccountId",
	showOnCreate: true,
	fieldMap: [
		{
			fieldName: "Subject",
			label: "Subject",
			doCreate: true
		}
	]
};
SalesforceSnapIns.addPrechatEntity(caseEntity);

SalesforceSnapIns.determineAvailability(function (available) {
	if (available) {
		SalesforceSnapIns.openLiveAgentChat(function() {
			console.log('Chat opened');
		}, function () {
			console.error('Unable to open chat');
		});
	}
}, function (err) {
	console.error(err);
});

initialize(options, [success], [error])

cordova.plugins.SalesforceSnapIns.initialize({
	liveAgent: {
		liveAgentPod: '...',
		orgId: '...',
		deploymentId: '...',
		buttonId: '...'
	}
});

Parameter	Required	Description
options	Yes	Configuration object
options.liveAgentChat	No
options.liveAgentChat.liveAgentPod	Yes
options.liveAgentChat.orgId	Yes
options.liveAgentChat.deploymentId	Yes
options.liveAgentChat.buttonId	Yes
options.colors	No	See customization section for more details
success	No	No prameters
error	No	err: error object

determineAvailability(success, error)

cordova.plugins.SalesforceSnapIns.determineAvailability(function (available) {
	if (available) {
		// Open chat with cordova.plugins.SalesforceSnapIns.openLiveAgentChat
	} else {
		// No agents available
	}
}, function (err) {
	// An error occurred
});

Parameter	Required	Description
success	No	available: if true there is at least one agent available for the chat
error	No	err: error object

openLiveAgentChat(success, error)

It's suggested to call determineAvailability() before openLiveAgentChat().

cordova.plugins.SalesforceSnapIns.openLiveAgentChat(function () {
	// Chat opened
}, function (err) {
	// An error occurred
});

Parameter	Required	Description
success	No	No prameters
error	No	err: error object

addPrechatField(field, [success], [error])

cordova.plugins.SalesforceSnapIns.addPrechatField({
	type: 'hidden', // could be: text, hidden, picker
	label: 'Subject',
	value: 'Live Agent Chat support',
	transcriptField: 'subject__c',
	required: true
});

cordova.plugins.SalesforceSnapIns.addPrechatField({
	type: 'text',
	label: 'Name',
	required: true
});

cordova.plugins.SalesforceSnapIns.addPrechatField({
	type: 'text',
	label: 'Email',
	required: true,
	keyboardType: cordova.plugins.SalesforceSnapIns.KEYBOARD_TYPE_EMAIL_ADDRESS,
	autocorrectionType: cordova.plugins.SalesforceSnapIns.AUTOCORRECTION_TYPE_NO
});

cordova.plugins.SalesforceSnapIns.addPrechatField({
	type: 'picker',
	label: 'Argomento',
	required: true,
	values: [
		{ label: 'Reso',   value: 'reso' },
		{ label: 'Ordine', value: 'ordine' }
	]
});

Parameter	Required	Description
field	Yes	Field details
field.type	Yes	Can be: `text`, `hidden`, `picker`
field.label	Yes	Displayed field name to the user
field.value	Yes (only for `hidden`)	Displayed field name to the user
field.transcriptField	No	Transcript field
field.required	No	Default false
field.keyboardType	No (only for `text`)	Default KEYBOARD_TYPE_DEFAULT. Possible values: KEYBOARD_TYPE_DEFAULT KEYBOARD_TYPE_ASCII_CAPABLE KEYBOARD_TYPE_NUMBERS_AND_PUNCTATION KEYBOARD_TYPE_URL KEYBOARD_TYPE_NUMBER_PAD KEYBOARD_TYPE_PHONE_PAD KEYBOARD_TYPE_NAME_PHONE_PAD KEYBOARD_TYPE_EMAIL_ADDRESS KEYBOARD_TYPE_DECIMAL_PAD KEYBOARD_TYPE_TWITTER KEYBOARD_TYPE_WEB_SEARCH KEYBOARD_TYPE_ASCII_CAPABLE_NUMBER_PAD
field.autocorrectionType	No (only for `text`)	Default AUTOCORRECTION_TYPE_DEFAULT. Used on iOS only. Possible values: AUTOCORRECTION_TYPE_DEFAULT AUTOCORRECTION_TYPE_NO AUTOCORRECTION_TYPE_YES
field.values[]	Yes (only for `picker`)	Array of options
field.values[].label	Yes (only for `picker`)	Label showed to the user
field.values[].value	Yes (only for `picker`)	Value of the option
success	No	No prameters
error	No	err: error object

clearPrechatFields([success], [error])

// Optional, if you don't need to change pre-chat fields you can omit this line
cordova.plugins.SalesforceSnapIns.clearPrechatFields();

Parameter	Required	Description
success	No	No prameters
error	No	err: error object

addPrechatEntity(entities, [success], [error])

var accountEntity = {
	name: "Account",
	linkToEntityName: "Account",
	linkToEntityField: "AccountId",
	saveToTranscript: "AccountId",
	showOnCreate: true,
	fieldMap: [
		{
			fieldName: "Name__c",
			label: "Name",
			isExactMatch: true,
			doCreate: true,
			doFind: false
		},
		{
			fieldName: "Email__c",
			label: "Email",
			isExactMatch: true,
			doCreate: true,
			doFind: true
		}
	]
};
SalesforceSnapIns.addPrechatEntity(accountEntity);

Parameter	Required	Description
entities	Yes	Salesforce entity options
entities.name	Yes	Entity name
entities.linkToEntityName	No	Name of another entity linked to this
entities.linkToEntityField	No	Field of another entity linked to this
entities.showOnCreate	No	Default false. If true the entity will be shown to the agent when a new chat start
entities.fieldMap[]	Yes	Describe how Salesforce should map pre-chat fields
entities.fieldMap[].fieldName	Yes	Field name
entities.fieldMap[].label	Yes	Label of the filed. Should match the pre-chat field label or data could not be sended correctly
entities.fieldMap[].isExactMatch	No	Default false
entities.fieldMap[].doCreate	No	Default false
entities.fieldMap[].doFind	No	Default false
success	No	No prameters
error	No	err: error object

clearPrechatEntities([success], [error])

// Optional, if you don't need to change pre-chat entities you can omit this line
cordova.plugins.SalesforceSnapIns.clearPrechatEntities();

Parameter	Required	Description
success	No	No prameters
error	No	err: error object

Color customization

See official customization page for iOS and Android to learn more about color customization.

Constants available are:

iOS constant	Android constant	Description
navbarBackground	salesforce_toolbar	Background color for the navigation bar.
navbarInverted	salesforce_toolbar_inverted	Navigation bar text and icon color.
brandPrimary	salesforce_brand_primary	First data category, the Show More button, the footer stripe, the selected article.
brandSecondary	salesforce_brand_secondary	Used throughout the UI for button colors.
brandPrimaryInverted	salesforce_title_color	Text on data category headers and the chevron on the Knowledge home page.
brandSecondaryInverted	salesforce_brand_contrast	Text on areas where a brand color is used for the background.
contrastPrimary	salesforce_contrast_primary	Primary body text color.
contrastSecondary	salesforce_contrast_secondary	Subcategory headers.
contrastTertiary	salesforce_contrast_tertiary	Search background color.
contrastQuaternary	salesforce_contrast_quaternary	Icon image background color.
contrastInverted	salesforce_contrast_inverted	Page background, navigation bar, table cell background.
feedbackPrimary	salesforce_feedback_primary	Text color for error messages.
feedbackSecondary	salesforce_feedback_secondary	Connection quality indicators. Background color for the Resume button when the two-way camera is active.
feedbackTertiary	salesforce_feedback_tertiary	Connection quality indicators.
overlay	salesforce_overlay	Background for the Knowledge home screen.

iOS

window.plugins.SalesforceSnapIns.initialize({
	// ...
	colors: {
		navbarBackground: "#FAFAFA",
		navbarInverted: "#010101",
		brandPrimary: "#007F7F",
		brandSecondary: "#2872CC",
		brandPrimaryInverted: "#FBFBFB",
		brandSecondaryInverted: "#FCFCFC",
		contrastPrimary: "#000000",
		contrastSecondary: "#767676",
		contrastTertiary: "#BABABA",
		contrastQuaternary: "#F1F1F1",
		contrastInverted: "#FFFFFF",
		feedbackPrimary: "#E74C3C",
		feedbackSecondary: "#2ECC71",
		feedbackTertiary: "#F5A623",
		overlay: "#000000"
	},
	// ...
});

Android

<!-- config.xml -->
<platform name="android">
	<config-file parent="/resources" target="app/src/main/res/values/colors.xml">
		<color name="salesforce_toolbar">#FAFAFA</color>
		<color name="salesforce_toolbar_inverted">#010101</color>
		<color name="salesforce_brand_primary">#007F7F</color>
		<color name="salesforce_brand_secondary">#2872CC</color>
		<color name="salesforce_brand_contrast">#FCFCFC</color>
		<color name="salesforce_contrast_primary">#000000</color>
		<color name="salesforce_contrast_secondary">#767676</color>
		<color name="salesforce_contrast_tertiary">#BABABA</color>
		<color name="salesforce_contrast_quaternary">#F1F1F1</color>
		<color name="salesforce_contrast_inverted">#FFFFFF</color>
		<color name="salesforce_feedback_primary">#E74C3C</color>
		<color name="salesforce_feedback_secondary">#2ECC71</color>
		<color name="salesforce_feedback_tertiary">#F5A623</color>
		<color name="salesforce_title_color">#FBFBFB</color>
		<color name="salesforce_overlay">#000000</color>
	</config-file>
</platform>

Attention! after cordova prepare android the color configuration will be cached into android/android.json file. If you want to remove, add or change any color after the first prepare be sure to clean android.json. Alternatively you can type your color directly into app/src/main/res/values/colors.xml with the drawback that you will lose them renewing the platform.

Prepare for submission (iOS)

As documented on Salesforce documentation on XCode project:

select Build Phases
create Run script
paste this line of code $PODS_ROOT/ServiceSDK/Frameworks/ServiceCore.framework/prepare-framework

TODO

Add Case management support
Add SOS support
Enhance color customization for Android

LICENSE

MIT

Name		Name	Last commit message	Last commit date
Latest commit History 11 Commits
src		src
www		www
.gitignore		.gitignore
README.md		README.md
package.json		package.json
plugin.xml		plugin.xml

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Repository files navigation

cordova-plugin-salesforce-snapins

Installation

Supported platforms

Usage

initialize(options, [success], [error])

determineAvailability(success, error)

openLiveAgentChat(success, error)

addPrechatField(field, [success], [error])

clearPrechatFields([success], [error])

addPrechatEntity(entities, [success], [error])

clearPrechatEntities([success], [error])

Color customization

iOS

Android

Prepare for submission (iOS)

TODO

LICENSE

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cordova-plugin-salesforce-snapins

Installation

Supported platforms

Usage

initialize(options, [success], [error])

determineAvailability(success, error)

openLiveAgentChat(success, error)

addPrechatField(field, [success], [error])

clearPrechatFields([success], [error])

addPrechatEntity(entities, [success], [error])

clearPrechatEntities([success], [error])

Color customization

iOS

Android

Prepare for submission (iOS)

TODO

LICENSE

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