rn-salesforce-chat

Getting started

$ npm install @loadsmart/rn-salesforce-chat --save or $ yarn add @loadsmart/rn-salesforce-chat if yarn is used.

Mostly automatic installation

On your project root run:

$ react-native link @loadsmart/rn-salesforce-chat

Add the following maven repository to your project's build.gradle file:

allprojects {
  repositories {
    maven {
      url 'https://s3.amazonaws.com/salesforcesos.com/android/maven/release'
    }
  }
}

Add the following pod sources to your project's Podfile file:

source 'https://github.com/CocoaPods/Specs.git'
source 'https://github.com/goinstant/pods-specs-public'

Open your ios folder and run:

$ pod install

That's it!

Manual installation

iOS

1. On Xcode, in the project navigator, right click Libraries ➜ Add Files to [your project's name]
2. Go to node_modules ➜ rn-salesforce-chat and add RNSalesforceChat.xcodeproj
3. Again in the project navigator, select your project. Add libRNSalesforceChat.a to your project's Build Phases ➜ Link Binary With Libraries
4. Run your project (Cmd+R)

Android

1. Add the following maven repository to your project's build.gradle file:

   allprojects {
     repositories {
       maven {
         url 'https://s3.amazonaws.com/salesforcesos.com/android/maven/release'
       }
     }
   }

2. Append the following lines to android/settings.gradle:

   include ':rn-salesforce-chat'
   project(':rn-salesforce-chat').projectDir = new File(rootProject.projectDir, '../node_modules/rn-salesforce-chat/android')

3. Insert the following lines inside the dependencies block in android/app/build.gradle:

   implementation project(path: ':@loadsmart_rn-salesforce-chat')

4. Open android/app/src/main/java/[...]/MainApplication.java

• Add import com.rn.salesforce.chat.RNSalesforceChatPackage; to the imports at the top of the file
• Add new RNSalesforceChatPackage() to the list returned by the getPackages() method

Note: This library does not support Expo.

Prepare App Submission for iOS

Before you can submit your app to the App Store, you need to strip development resources (such as unneeded architectures and header resources) from the dynamic libraries used by the Salesforce Service SDK.

Xcode doesn't automatically strip unneeded architectures from dynamic libraries, nor remove some header and utility resources. Apps that don't do this clean up are rejected from the App Store. For example, you might receive the following error:

ERROR ITMS-90085:
No architectures in the binary. Lipo failed to detect any architectures in the bundle executable.

You can resolve this problem by using the script provided in the Salesforce ServiceCore framework that automatically strips unneeded architectures from the dynamic libraries and then re-signs them. To use this script:

1. Select Build Phases for your project target.
2. Create a Run Script phase to run the script.
3. Copy the script bellow and paste on the script box:

if [ "${CONFIGURATION}" = "Release" ]; then
    $PODS_ROOT/ServiceSDK/Frameworks/ServiceCore.xcframework/ios-arm64/ServiceCore.framework/prepare-framework
else
    $PODS_ROOT/ServiceSDK/Frameworks/ServiceCore.xcframework/ios-arm64_x86_64-simulator/ServiceCore.framework/prepare-framework
fi;

This build phase must occur after the link phase and all embed phases. If you're using CocoaPods, make sure to put this script after the "[CP] Embed Pods Frameworks" phase.

Usage example

import { SalesforceChatAPI } from '@loadsmart/rn-salesforce-chat'

export default async function startSalesforceChat() {

  const salesforceApi = new SalesforceChatAPI()

  const PRE_CHAT_FIRST_NAME_KEY = "pre_chat_first_name_key"
  const PRE_CHAT_LAST_NAME_KEY = "pre_chat_last_name_key"

  const ENTITY_FIELD_FIRST_NAME_KEY = "entity_field_first_name_key"
  const ENTITY_FIELD_LAST_NAME_KEY = "entity_field_last_name_key"

  // creating pre chat data objects:
  const createPreChatData = async () => {
    salesforceApi.createPreChatData({
      agentLabel: "First Name",
      value: "Some First Name",
      isDisplayedToAgent: true,
      transcriptFields: ["some transcript field"]
      preChatDataKey: PRE_CHAT_FIRST_NAME_KEY
    })

    salesforceApi.createPreChatData({
      agentLabel: "Last Name",
      value: "Some Last Name",
      isDisplayedToAgent: true,
      transcriptFields: ["some transcript field"]
      preChatDataKey: PRE_CHAT_LAST_NAME_KEY
    })
  }

  // creating entity field objects:
  const createEntityFields = async () => {
    salesforceApi.createEntityField({
      objectFieldName: "First Name",
      doCreate: false,
      doFind: true,
      isExactMatch: false,
      preChatDataKeyToMap: PRE_CHAT_FIRST_NAME_KEY,
      entityFieldKey: ENTITY_FIELD_FIRST_NAME_KEY
    })

    salesforceApi.createEntityField({
      objectFieldName: "Last Name",
      doCreate: false,
      doFind: true,
      isExactMatch: false,
      preChatDataKeyToMap: PRE_CHAT_LAST_NAME_KEY,
      entityFieldKey: ENTITY_FIELD_LAST_NAME_KEY
    })
  }

  // creating an entity object:
  const createEntities = async () => {
    salesforceApi.createEntity({
      objectType: 'Contact',
      linkToTranscriptField: 'ContactId',
      showOnCreate: true,
      entityFieldKeysToMap: [ENTITY_FIELD_FIRST_NAME_KEY, ENTITY_FIELD_LAST_NAME_KEY],
    })
  }

  /* configure chat
    Be extra careful in this step, correctly applying the right configuration.
    Wrong configuration can lead to unexpected crashes and the Salesforce SDK
    may not provide any warnings or error messages for those.
  */
  const configureChat = async () => {
    salesforceApi.configureChat({
      orgId: "ORG_ID",
      buttonId: "BUTTON_ID",
      deploymentId: "DEPLOYMENT_ID",
      liveAgentPod: "LIVE_AGENT_POD",
      visitorName: "Some Visitor Name"
    })
  }

  // start chat
  const startChat = async () => {
    salesforceApi.openChat((errorMessage: string) => {
      // error handling
      console.debug('got error', errorMessage)
    },
    () => {
      // success handling
      console.debug('got success')
    })
  }

  await createUserData()
  await createEntityFields()
  await createEntities()
  await configureChat()
  await startChat()
}

Handling events

There are two types of events that are sent: ChatSessionStateChanged and ChatSessionEnd.

Events for ChatSessionStateChanged

• Connecting - A connection with Live Agent servers is being established.
• Queued - A connection has been established, but queueing for next available agent.
• Connected - Connected with an agent to facilitate a chat session.
• Ending - Session is in the process of cleaning up network connections and ending.
• Disconnected - No active session. There will be no outgoing/incoming chat traffic.

Events for ChatSessionEnd

• EndReasonUser - Session was ended due to user interaction.
• EndReasonAgent - Session was ended remotely by the agent.
• EndReasonNoAgentsAvailable - Session was ended as a result of no agents being available.
• EndReasonTimeout - Session was ended due to a network disruption resulting in a timeout.
• EndReasonSessionError - Session was ended as the result of a fatal error.

Usage example:

import { NativeEventEmitter, NativeModules } from 'react-native'

...

const salesforceChat = NativeModules.RNSalesforceChat

const eventEmitter = new NativeEventEmitter(NativeModules.RNSalesforceChat)

eventEmitter.removeAllListeners(salesforceChat.ChatSessionStateChanged)
eventEmitter.removeAllListeners(salesforceChat.ChatSessionEnd)

eventEmitter.addListener(salesforceChat.ChatSessionStateChanged, event => {
  // custom code
  console.debug('received ChatSessionState event', event.state)
})

eventEmitter.addListener(salesforceChat.ChatSessionEnd, event => {
  // custom code
  console.debug('received ChatEndReason event state', event.reason)
})

Styling

Android:

Chat styling for Android can be made directly in the native module of your app. You can use this official Salesforce guide.

iOS

For iOS, you can use the available method setupChatColorIOS, passing the RGBA values along with the desired color token name, like so:

setupChatColorIOS(redValue, greenValue, blueValue, alphaValue, colorToken);

The available color tokens are:

• BrandPrimary: used for primary visual elements such as header colors;
• BrandSecondary: used for action button colors;
• BrandSecondaryInverted: used for actionable labels placed on brand secondary elements, such as action buttons and submit buttons;
• ContrastPrimary: used for the majority of text;
• ContrastQuaternary: the chat background color;
• ContrastInverted: used for areas where high contrast are needed;
• NavbarBackground: the navigation background color;
• NavbarInverted: the navigation bar text/button color.

All of these color tokens are exported as constants:

import { NativeModules } from 'react-native'

...

const { RNSalesforceChat } = NativeModules
const { ContrastQuaternary, NavbarInverted, ContrastPrimary } =
  RNSalesforceChat.getConstants() // and so on

Example of usage - setting the chat background color:

const { ContrastQuaternary } = RNSalesforceChat.getConstants();

salesforceApi.setupChatColorIOS(51, 204, 96, 1, ContrastQuaternary);

To know more about, access the iOS Salesforce chat guide.

License

MIT

Contributing

RFCs

If you want to submit a "Request for comments" proposal, branch out from master (i.e.: rfc/my-feature) copy 0000-template.md to rfc/0000-my-feature.md (where 'my-feature' is descriptive. don't assign an RFC number yet), fill in the RFC and submit a PR.

If your RFC gets approved, you can then merge the PR to master.