Salesforce Console Integration Toolkit Developer Guide
Oglas
Oglas
Salesforce Console Integration
Toolkit Developer Guide
Version 38.0, Winter ’17
@salesforcedocs
Last updated: December 9, 2016
©
Copyright 2000–2016 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of salesforce.com, inc., as are other names and marks. Other marks appearing herein may be trademarks of their respective owners.
CONTENTS
Chapter 1: Introducing the Salesforce Console Integration Toolkit
. . . . . . . . . . . . . . . . . 1
When to Use the Salesforce Console Integration Toolkit
. . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Salesforce Console Integration Toolkit Support Policy
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Salesforce Console Integration Toolkit Typographical Conventions
. . . . . . . . . . . . . . . . . . . . . 4
Sample Visualforce Page Using the Salesforce Console Integration Toolkit
. . . . . . . . . . . . . . . 5
Chapter 2: Working with the Salesforce Console Integration Toolkit
. . . . . . . . . . . . . . . 7
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Asynchronous Calls with the Salesforce Console Integration Toolkit
. . . . . . . . . . . . . . . . . . . . 8
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Chapter 3: Methods for Primary Tabs and Subtabs
. . . . . . . . . . . . . . . . . . . . . . . . . . 10
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
focusSubtabByNameAndPrimaryTabId()
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
focusSubtabByNameAndPrimaryTabName()
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
getEnclosingPrimaryTabObjectId()
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
getFocusedPrimaryTabObjectId()
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Contents
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
refreshSubtabByNameAndPrimaryTabId()
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
refreshSubtabByNameAndPrimaryTabName()
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Chapter 4: Methods for Navigation Tabs
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Chapter 5: Methods for Computer-Telephony Integration (CTI)
. . . . . . . . . . . . . . . . . . 72
Chapter 6: Methods for Application-Level Custom Console Components
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
blinkCustomConsoleComponentButtonText()
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
isCustomConsoleComponentPoppedOut()
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Contents
isCustomConsoleComponentWindowHidden()
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
isCustomConsoleComponentHidden()
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
onCustomConsoleComponentButtonClicked()
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
scrollCustomConsoleComponentButtonText()
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
setCustomConsoleComponentButtonIconUrl()
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
setCustomConsoleComponentButtonStyle()
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
setCustomConsoleComponentButtonText()
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
setCustomConsoleComponentHeight()
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
setCustomConsoleComponentVisible()
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
setCustomConsoleComponentWidth()
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
setCustomConsoleComponentPopoutable()
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
setCustomConsoleComponentWindowVisible()
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Chapter 7: Methods for Push Notifications
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
removePushNotificationListener()
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
Chapter 8: Methods for Console Events
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Chapter 9: Methods for Live Agent
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144
Contents
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153
Methods for Live Agent Chat Visitors
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161
chasitor.addCustomEventListener()
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163
Chapter 10: Methods for Omni-Channel
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165
getServicePresenceStatusChannels
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176
Methods for Omni-Channel Console Events
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178
CHAPTER 1
Introducing the Salesforce Console
Integration Toolkit
The Salesforce console is designed for users in fast-paced environments who need to find, update, and create records in Salesforce quickly. The Salesforce Console Integration Toolkit provides you with programmatic access to the Salesforce console so that you can extend it to meet your business needs. With the Salesforce Console Integration Toolkit, you can open and close tabs in the console to streamline a business process. For example, the toolkit lets you integrate third-party systems with the console, opening up an external application in the same window, in a tab.
To use this guide, it helps if you have a basic familiarity with:
•
JavaScript
•
Visualforce
•
Web services
•
Software development
•
The Salesforce console
EDITIONS
Available in: Salesforce
Classic (in Setup and the app menu) and in Lightning
Experience (only in the App
Launcher)
Available in: Professional,
Enterprise, Performance,
Unlimited, and Developer
Editions
This guide explains how to use the Salesforce Console Integration Toolkit in JavaScript to embed API calls and processes. The toolkit is available for use with third-party domains, such as www.yourdomain.com
; however, the examples in this guide are in Visualforce.
The functionality it describes is available to your organization if you have:
•
Enterprise, Unlimited, Performance, or Developer Edition with the Service Cloud
•
The Salesforce console
The Salesforce Console Integration Toolkit is a browser-based JavaScript API. It uses browsers as clients to display pages as tabs in the console. The Salesforce Console Integration Toolkit:
•
Matches the API version for any given release. For example, if the current version of SOAP API is 20.0, then there's also a version 20.0
of the Salesforce Console Integration Toolkit.
•
Supports any browser that the Salesforce console supports. For more information, see “Salesforce Console” in the Salesforce online help.
Note: To enable the toolkit for third-party domains, add the domains to the whitelist of the Salesforce console. See “Whitelist
Domains for a Salesforce Console” in the Salesforce online help.
IN THIS SECTION:
When to Use the Salesforce Console Integration Toolkit
The Salesforce Console Integration Toolkit helps advanced administrators and developers implement custom functionality for the
Salesforce console. For example, you can use the Salesforce Console Integration Toolkit to display Visualforce pages or third-party content as tabs in the Salesforce console. The Salesforce Console Integration Toolkit is an API that uses browsers as clients to display pages in the console.
Salesforce Console Integration Toolkit Support Policy
The current release of the Salesforce Console Integration Toolkit is the only version that receives enhancements. Previous versions may or may not receive fixes. When a new version is released, the previous version remains available.
In addition to this guide, there are other resources available for you as you learn how to use the Salesforce Console Integration Toolkit.
1
Introducing the Salesforce Console Integration Toolkit When to Use the Salesforce Console Integration Toolkit
Salesforce Console Integration Toolkit Typographical Conventions
The Salesforce Console Integration Toolkit guide uses a few typographical conventions.
Sample Visualforce Page Using the Salesforce Console Integration Toolkit
This example shows how to change the Salesforce console user interface using the Salesforce Console Integration Toolkit.
When to Use the Salesforce Console Integration Toolkit
The Salesforce Console Integration Toolkit helps advanced administrators and developers implement custom functionality for the
Salesforce console. For example, you can use the Salesforce Console Integration Toolkit to display Visualforce pages or third-party content as tabs in the Salesforce console. The Salesforce Console Integration Toolkit is an API that uses browsers as clients to display pages in the console.
The following table lists additional features that developers can use to implement custom functionality for Salesforce organizations.
Feature
SOAP API
Description
Use standard SOAP API calls if you want to add functionality to a composite application that processes only one type of record at a time and does not require any transactional control (such as setting a
Savepoint or rolling back changes).
For more information, see the
SOAP API Developer's Guide
.
Visualforce
Visualforce consists of a tag-based markup language that gives developers a more powerful way of building applications and customizing the Salesforce user interface. With Visualforce you can:
•
Build wizards and other multistep processes.
•
Create your own custom flow control through an application.
•
Define navigation patterns and data-specific rules for optimal, efficient application interaction.
For more information, see the
Visualforce Developer's Guide
.
Apex
Use Apex if you want to:
•
Create Web services.
•
Create email services.
•
Perform complex validation over multiple objects.
•
Create complex business processes that are not supported by workflow.
•
Create custom transactional logic (logic that occurs over the entire transaction, not just with a single record or object).
•
Attach custom logic to another operation, such as saving a record, so that it occurs whenever the operation is executed, regardless of whether it originates in the user interface, a Visualforce page, or from SOAP API.
For more information, see the
Apex Developer Guide
.
2
Introducing the Salesforce Console Integration Toolkit Salesforce Console Integration Toolkit Support Policy
Salesforce Console Integration Toolkit Support Policy
The current release of the Salesforce Console Integration Toolkit is the only version that receives enhancements. Previous versions may or may not receive fixes. When a new version is released, the previous version remains available.
IN THIS SECTION:
Salesforce strives to make backward compatibility easy when using the Salesforce Console Integration Toolkit.
Salesforce is committed to supporting each Salesforce Console Integration Toolkit version for a minimum of three years from the date of its first release. To improve the quality and performance of the Salesforce Console Integration Toolkit, versions that are more than three years old may not be supported.
Backward Compatibility
Salesforce strives to make backward compatibility easy when using the Salesforce Console Integration Toolkit.
Each new Salesforce release consists of two components:
•
A new release of platform software that resides on Salesforce systems
•
A new version of the API
For example, the Summer '10 release included API version 19.0 and the Winter ’11 release included API version 20.0.
The version of the Salesforce Console Integration Toolkit matches the API version for any given release. So if the current version of the
API is 20.0, there's also a version 20.0 of the Salesforce Console Integration Toolkit.
We maintain support for each Salesforce Console Integration Toolkit version across releases of the platform. The Salesforce Console
Integration Toolkit is backward compatible in that an application created to work with a given Salesforce Console Integration Toolkit version will continue to work with that same Salesforce Console Integration Toolkit version in future platform releases.
Salesforce doesn't guarantee that an application written against one Salesforce Console Integration Toolkit version will work with future
Salesforce Console Integration Toolkit versions: Changes in method signatures and data representations are often required as we continue to enhance the Salesforce Console Integration Toolkit. However, we strive to keep the Salesforce Console Integration Toolkit consistent from version to version with minimal changes required to port applications to newer Salesforce Console Integration Toolkit versions.
For example, an application written using Salesforce Console Integration Toolkit version 20.0, which shipped with the Winter ’11 release, will continue to work with Salesforce Console Integration Toolkit version 20.0 on the Summer ’11 release and on future releases. However, that same application may not work with Salesforce Console Integration Toolkit version 21.0 without modifications to the application.
End-of-Life
Salesforce is committed to supporting each Salesforce Console Integration Toolkit version for a minimum of three years from the date of its first release. To improve the quality and performance of the Salesforce Console Integration Toolkit, versions that are more than three years old may not be supported.
When a Salesforce Console Integration Toolkit version is scheduled to be unsupported, an advance end-of-life notice will be given at least one year before support for the version ends. Salesforce will directly notify customers using Salesforce Console Integration Toolkit versions scheduled for end of life.
3
Introducing the Salesforce Console Integration Toolkit Other Resources
Other Resources
In addition to this guide, there are other resources available for you as you learn how to use the Salesforce Console Integration Toolkit.
•
Online help: See Salesforce Console
•
Developer website: https://developer.salesforce.com/gettingstarted
•
Firebug extension to Firefox: Firebug for Firefox
•
Eclipse plug-in: Force.com IDE
Note:
Salesforce Education Services offers a suite of training courses to enable developers to design, create, integrate, and extend applications built on the Force.com platform. Be sure to visit http://www.salesforce.com/training to learn more.
Salesforce Console Integration Toolkit Typographical Conventions
The Salesforce Console Integration Toolkit guide uses a few typographical conventions.
Convention
Courier font
Description
In descriptions of syntax, monospace font indicates items that you should type as shown, except for brackets. For example:
Public class HelloWorld
Italics
In descriptions of syntax, italics represent variables. You supply the actual value. In the following example, three values need to be supplied:
datatype variable_name
[ =
value
];
If the syntax is bold and italic, the text represents a code element that needs a value supplied by you, such as a class name or variable value: public static class
YourClassHere
{ ... }
Bold Courier font
< >
{ }
In code samples and syntax descriptions, bold courier font emphasizes a portion of the code or syntax.
In descriptions of syntax, less-than and greater-than symbols (< >) are typed exactly as shown.
<apex:pageBlockTable value= "{!account.Contacts}" var= "contact" >
<apex:column value= "{!contact.Name}" />
<apex:column value= "{!contact.MailingCity}" />
<apex:column value= "{!contact.Phone}" />
</apex:pageBlockTable >
In descriptions of syntax, braces ({ }) are typed exactly as shown.
<apex:page >
Hello {!$User.FirstName}!
</apex:page >
4
Introducing the Salesforce Console Integration Toolkit
Convention
[ ]
Sample Visualforce Page Using the Salesforce Console
Integration Toolkit
Description
In descriptions of syntax, anything included in brackets is optional. In the following example, specifying
value
is optional:
data_type variable_name
[ =
value
];
| In descriptions of syntax, the pipe sign means “or”. You can do one of the following (not all).
In the following example, you can create a new unpopulated set in one of two ways, or you can populate the set:
Set<
data_type
>
set_name
[= new Set<
data_type
>();] |
[= new Set<
data_type
{
value
[,
value2
. . .] };] |
;
Sample Visualforce Page Using the Salesforce Console Integration
Toolkit
This example shows how to change the Salesforce console user interface using the Salesforce Console Integration Toolkit.
1. Create a Visualforce page.
2. Cut and paste the following sample code into your Visualforce page.
This code demonstrates various functions of the Salesforce Console Integration Toolkit:
<apex:page standardController= "Case" >
<apex:includeScript value= "/support/console/ 38.0/integration.js
"/>
<script type= "text/javascript" > function openPrimaryTab() { sforce.console.openPrimaryTab(undefined,
'http://www.example.com' , true, 'example' );
}
//The callback function that openSubtab will call once it has the ID for its primary tab var callOpenSubtab= function callOpenSubtab(result) { sforce.console.openSubtab(result.id,
'http://www.example.com' , true, 'example' );
}; function openSubtab() { sforce.console.getEnclosingPrimaryTabId(callOpenSubtab);
}
//Sets the title of the current tab to "Example" function setTitle() { sforce.console.setTabTitle( 'Example' );
}
5
Introducing the Salesforce Console Integration Toolkit Sample Visualforce Page Using the Salesforce Console
Integration Toolkit
//The callback function that closeTab will call once it has the ID for its tab var callCloseTab= function callCloseTab(result) { sforce.console.closeTab(result.id);
} function closeTab() { sforce.console.getEnclosingTabId(callCloseTab);
}
</script >
<A HREF= "#" onClick= "openPrimaryTab();return false" >Open A Primary Tab </A >
<p/ > <A HREF= "#" onClick= "openSubtab();return false" >Open A Subtab </A >
<p/ > <A HREF= "#" onClick= "setTitle();return false" >Set Title to Example </A >
<p/ > <A HREF= "#" onClick= "closeTab();return false" >Close This Tab </A >
</apex:page >
3. Create a custom link for cases that uses your Visualforce page.
4. Edit the page layout for cases and add your custom link.
5. Add any domains to the console’s whitelist.
Note: To see this example in action, click the custom link on a case. For more information, see Define Custom Buttons and Links in the Salesforce help.
Here’s what your sample Visualforce page looks like in the console:
SEE ALSO:
Visualforce Developer Guide
Salesforce Help: Edit Page Layouts for Standard Objects
Salesforce Help: Whitelist Domains for a Salesforce Console
6
CHAPTER 2 Working with the Salesforce Console
Integration Toolkit
Use the Salesforce Console Integration Toolkit to do the following in the Salesforce console.
•
Open a new primary tab or subtab that displays a specified URL
•
Set the title of a primary tab or a subtab
•
Return the ID of a primary tab or subtab
•
Close a specified primary tab or subtab
IN THIS SECTION:
The first portion of any JavaScript code that uses the Salesforce Console Integration Toolkit must make the toolkit available to the
JavaScript code. The syntax for this is different depending on whether you are embedding JavaScript in a Visualforce page, or a third-party domain.
Asynchronous Calls with the Salesforce Console Integration Toolkit
The Salesforce Console Integration Toolkit lets you issue asynchronous calls. Asynchronous calls allow the client-side process to continue instead of waiting for a callback from the server. To issue an asynchronous call, you must include an additional parameter with the API call, which is referred to as a callback function. Once the result is ready, the server invokes the callback method with the result.
To integrate the Salesforce Console with external applications that require authentication methods, such as signed requests or OAuth
2.0 protocols, Salesforce recommends you use Force.com Canvas.
Salesforce recommends that you adhere to a few best practices as you use the Salesforce Console Integration Toolkit.
Connecting to the Toolkit
The first portion of any JavaScript code that uses the Salesforce Console Integration Toolkit must make the toolkit available to the
JavaScript code. The syntax for this is different depending on whether you are embedding JavaScript in a Visualforce page, or a third-party domain.
•
For Visualforce pages or any source other than a custom onclick
JavaScript button, specify a
<script >
tag that points to the toolkit file:
<apex:page >
<script src= "/support/console/ 38.0/integration.js
" type=" text/javascript "></script>
...
</apex:page >
For Visualforce, a relative path is sufficient to include integration.js
, and is recommended.
7
Working with the Salesforce Console Integration Toolkit Asynchronous Calls with the Salesforce Console Integration
Toolkit
•
For a third-party domain:
<script src= "https://c.< yourInstance>.visual.force.com/support/console/38.0/integration.js
" type=" text/javascript "></script>
For third-party domains, it’s necessary to specify an absolute URL to integration.js
to use the toolkit. If you can't determine the org's instance, you can access the toolkit library at the default instance. Contact Salesforce for the default instance’s URL.
The version of the Salesforce Console Integration Toolkit is in the URL.
Asynchronous Calls with the Salesforce Console Integration Toolkit
The Salesforce Console Integration Toolkit lets you issue asynchronous calls. Asynchronous calls allow the client-side process to continue instead of waiting for a callback from the server. To issue an asynchronous call, you must include an additional parameter with the API call, which is referred to as a callback function. Once the result is ready, the server invokes the callback method with the result.
Asynchronous syntax: method( '
arg1
','
arg2
', ...,
callback_method
);
For example:
//Open a new primary tab with the Salesforce home page in it sforce.console.openPrimaryTab(null, 'http://www.salesforce.com' , false, 'Salesforce' , callback);
Working with Force.com Canvas
To integrate the Salesforce Console with external applications that require authentication methods, such as signed requests or OAuth
2.0 protocols, Salesforce recommends you use Force.com Canvas.
Force.com Canvas and the Salesforce Console Integration Toolkit are similar—they’re a set of tools and JavaScript APIs that developers can use to add third-party systems to Salesforce. However, one of the benefits of Force.com Canvas, is the ability to choose authentication methods. For more information, see the
Force.com Canvas Developer’s Guide
.
Note: For a canvas app to appear in a console, you must add it to the console as a custom console component. See Add Console
Components to Apps .
When developing a canvas app, and you want to include functionality from the Salesforce Console Integration Toolkit, do the following:
1. Include the console integration toolkit API in index.jsp
.
2. If your console has a whitelist for domains, add the domain of your canvas app to the whitelist. See Whitelist Domains for a Salesforce
Console .
3. Call
Sfdc.canvas.client.signedrequest()
to store the signed request needed by the console integration toolkit
API. For example, if the Force.com Canvas method of authentication is a signed request, do the following:
Sfdc.canvas.client.signedrequest( '<%=signedRequest%>' )
If the Force.com Canvas method of authentication is OAuth, do the following in the callback function used to get the context as shown in “Getting Context in Your Canvas App” in the Force.com Canvas Developer’s Guide:
Sfdc.canvas.client.signedrequest(msg)
8
Working with the Salesforce Console Integration Toolkit Best Practices
Consider the following when working with the Salesforce Console Integration Toolkit and canvas apps:
•
The console integration toolkit API script depends on the signed request and should be added after the call to
Sfdc.canvas.client.signedrequest()
has executed. We recommend that you load the scripts dynamically.
•
To retrieve the entity ID of the record that is associated with the canvas sidebar component, do the following:
// Get signedRequest var signedRequest = Sfdc.canvas.client.signedrequest(); var parsedRequest = JSON.parse(signedRequest);
// get the entity Id that is associated with this canvas sidebar component.
var entityId = parsedRequest.context.environment.parameters.entityId;
•
To retrieve the entityId
for OAuth, do the following: var entityId = msg.payload.environment.parameters.entityId;
To see an example on how to retrieve msg.payload
, see “Getting Context in Your Canvas App” in the Force.com Canvas Developer’s
Guide.
Best Practices
Salesforce recommends that you adhere to a few best practices as you use the Salesforce Console Integration Toolkit.
•
Many of the methods in the Salesforce Console Integration Toolkit are asynchronous and return their results using a callback method.
We recommend that you refer to the documentation for each method to understand the information for each response.
•
Errors generated by the Salesforce Console Integration Toolkit are typically emitted in a way that doesn't halt JavaScript processing.
Therefore, we recommend that you use a tool such as Firebug for Firefox to monitor the JavaScript console and to help you debug your code.
•
To display Visualforce pages properly in the Salesforce Console, we recommend you:
–
Accept the default setting showHeader= "true"
and set sidebar= "false"
on the apex:page
tag.
–
Set
Behavior
on custom buttons and links that include methods from the toolkit to display in an existing window without a sidebar or header. For more information, see Define Custom Buttons and Links” in the Salesforce online help.
•
When using Firefox, we recommend that you don't call closeTab()
on a tab with an active alert box because the browser may not load properly.
•
Duplicate tabs might open when users initiate methods with invalid URLs. We recommend that you check URLs for validity before you include them in methods.
•
To prevent
External Page
from displaying as a tab name, we recommend that you specify the tabLabel
argument on methods such as openPrimaryTab()
and openSubtab()
.
•
For information on how you can customize, extend, or integrate the sidebars of the Salesforce console using Visualforce, see “Console
Components” in the Salesforce online help.
•
To enable the toolkit for third-party domains, add the domains to the whitelist of the Salesforce console. See “Whitelist Domains for a Salesforce Console” in the Salesforce online help.
•
When working with the Salesforce Console Integration Toolkit, we recommend that you keep in mind that it doesn’t support nested iframes.
9
CHAPTER 3 Methods for Primary Tabs and Subtabs
A Salesforce console displays Salesforce pages as primary tabs or subtabs. A primary tab displays the main item to work on, such as an account. A subtab displays related items, such as an account’s contacts or opportunities.
IN THIS SECTION:
Closes a specified primary tab or subtab. Note that closing the first tab in a primary tab closes the primary tab itself. This method is only available in API version 20.0 or later.
Prevents a user from closing a tab or a subtab. If the ID parameter doesn’t specify a tab, the enclosing tab is used. You can also use this method to re-enable a tab that has been disabled. Available in API version 38.0 or later. Note: If a record is deleted whose primary tab is disabled, the tab is forcibly closed. If a record is deleted whose subtab is disabled, the subtab is not closed.
Focuses the browser on a primary tab that is already open with the specified ID. This method is only available in API version 22.0 or later.
Focuses the browser on a primary tab that is already open with the specified name. This method is only available in API version 22.0
or later.
Focuses the browser on a sidebar component. Use this method to focus on a component with the tab or accordion sidebar style.
For more information, see “Sidebar Styles for Console Components” in the Salesforce Help. This method is only available in API version
34.0 or later.
Focuses the browser on a subtab that is already open with the specified ID. This method is only available in API version 22.0 or later.
focusSubtabByNameAndPrimaryTabId()
Focuses the browser on a subtab that is already open with the specified name and primary tab ID. This method is only available in
API version 22.0 or later.
focusSubtabByNameAndPrimaryTabName()
Focuses the browser on a subtab that is already open with the specified name and primary tab name. This method is only available in API version 22.0 or later.
Generates a URL to a tab, or group of related tabs, in the Salesforce console. If any tabs include external URLs, then add the external
URLs to the console’s whitelist so that they can display correctly. For more information, see “Whitelist Domains for a Salesforce
Console” in the online help. This method is only available in API version 28.0 or later.
Returns the ID of the current primary tab. This method works within a primary tab or subtab, not within the navigation tab or custom console components. This method is only available in API version 20.0 or later.
getEnclosingPrimaryTabObjectId()
Returns the object ID of the current primary tab, which contains a subtab. For example, a case ID or account ID. This method works within a primary tab or subtab. This method is only available in API version 24.0 or later.
10
Methods for Primary Tabs and Subtabs
Returns the ID of the tab that contains the current Visualforce page, which may be a primary tab or subtab. This method will work if the call is made within a component enclosed within a subtab. This method is only available in API version 20.0 or later.
Returns the ID of the primary tab on which the browser is focused. This method is only available in API version 25.0 or later.
getFocusedPrimaryTabObjectId()
Returns the object ID of the primary tab on which the browser is focused. This method is only available in API version 25.0 or later.
Returns the ID of the subtab on which the browser is focused. For example, a case ID or account ID. This method is only available in
API version 25.0 or later.
Returns the object ID of the subtab on which the browser is focused. For example, a case ID or account ID. This method is only available in API version 24.0 or later.
Returns page information for the specified tab after its content has loaded. If the tab ID is null, it returns page information for the enclosing primary tab or subtab. Note that to get the page information from a custom console component, a tabId
must be passed as the first parameter to this method.This method is only available in API version 26.0 or later.
Returns all of the IDs of open primary tabs. This method is only available in API version 26.0 or later.
Returns all of the IDs of the subtabs on the primary tab specified by a primary tab ID. If the primary tab ID is null, it returns the IDs of the subtabs on the current primary tab. This method can only be called from a custom console component or a detail page overwritten by a Visualforce page. This method is only available in API version 26.0 or later.
Retrieves the URL to a tab, or group of related tabs, from the Salesforce console. This method is only available in API version 28.0 or later.
Determines if the page is in the Salesforce console. This method is only available in API version 22.0 or later.
Registers a function to call when the enclosing tab refreshes. This method is only available in API version 24.0 or later.
Registers a function to call when the focus of the browser changes to a different subtab. This method is only available in API version
24.0 or later.
Registers and calls a callback method when a user clicks Save in a subtab’s Unsaved Changes dialog box. When using this method, call
in the callback method. This notifies the console that the custom save operation completed.
In the call to setTabUnsavedChanges()
, pass the first parameter as false
to indicate a successful save or true
to indicate an unsuccessful save. This method is only available in API version 28.0 or later.
Opens a URL created by the generateConsoleUrl()
method (a URL to a tab, or group of related tabs, in the Salesforce console). This method is only available in API version 28.0 or later.
11
Methods for Primary Tabs and Subtabs
Opens a new primary tab to display the content of the specified URL, which can be relative or absolute. You can also override an existing tab. This method is only available in API version 20.0 or later.
Opens a new subtab (within a primary tab) that displays the content of a specified URL, which can be relative or absolute. You can also override an existing subtab. Use to open a new subtab on a primary tab via the primary tab's ID. This method is only available in API version 20.0 or later.
Opens a new subtab (within a primary tab) that displays the content of a specified URL, which can be relative or absolute. You can also override an existing subtab. Use to open a new subtab on a primary tab via the primary tab's name. This method is only available in API version 22.0 or later.
Refreshes a primary tab specified by ID, including its subtabs. This method can't refresh subtabs with URLs to external pages or
Visualforce pages. This method is only available in API version 22.0 or later.
Refreshes a primary tab specified by name, including its subtabs. This method can't refresh subtabs with URLs to external pages or
Visualforce pages. This method is only available in API version 22.0 or later.
Refreshes a subtab with the last known URL with a specified ID. This method can't refresh a subtab if the last known URL is an external page or a Visualforce page. This method is only available in API version 22.0 or later.
refreshSubtabByNameAndPrimaryTabId()
Refreshes a subtab with the last known URL with the specified name and primary tab ID. This method can't refresh a subtab if the last known URL is an external page or a Visualforce page. This method is only available in API version 22.0 or later.
refreshSubtabByNameAndPrimaryTabName()
Refreshes a subtab with the last known URL with the specified name and primary tab name. This method can't refresh a subtab if the last known URL is an external page or a Visualforce page. This method is only available in API version 22.0 or later.
Reopens the last closed primary tab, and any of its subtabs that were open, the moment it was closed. This method is only available in API version 35.0 or later.
Resets a session timeout on a Visualforce page so that users can continue working without being logged out. This method is only available in API version 24.0 or later.
Sets the unsaved changes icon ( ) on subtabs to indicate unsaved data. This method is only available in API version 23.0 or later.
Sets an icon on the specified tab. If a tab is not specified, the icon is set on the enclosing tab. Use this method to customize a tab’s icon. This method is only available in API version 28.0 or later.
Sets a console tab’s URL attribute to the location of the tab’s content. Use this method to generate secure console URLs when users navigate to tabs displaying content outside of the Salesforce domain.This method is only available in API version 28.0 or later.
Sets a cascading style sheet (CSS) on the specified tab. If a tab is not specified, the CSS is set on the enclosing tab. Use this method to customize a tab’s look and feel. This method is only available in API version 28.0 or later.
12
Methods for Primary Tabs and Subtabs
Arguments
Name
id callback
Type
string function closeTab()
Sets a cascading style sheet (CSS) on a specified tab’s text. If a tab is not specified, the CSS is set on the enclosing tab’s text. Use this method to customize a tab’s text style. This method is only available in API version 28.0 or later.
Sets the title of a primary tab or subtab. This method is only available in API version 20.0 or later.
closeTab()
Closes a specified primary tab or subtab. Note that closing the first tab in a primary tab closes the primary tab itself. This method is only available in API version 20.0 or later.
Syntax sforce.console.closeTab(
id:String
, (optional) callback:
Function
)
Description
ID of the primary tab or subtab to close.
For API version 35.0 or later, the JavaScript method that’s called upon completion of the method.
Sample Code API 20.0 or Later–Visualforce
<apex:page standardController= "Case" >
<A HREF= "#" onClick= "testCloseTab();return false" >
Click here to close this tab </A >
<apex:includeScript value= "/support/console/20.0/integration.js" />
<script type= "text/javascript" > function testCloseTab() {
//First find the ID of the current tab to close it sforce.console.getEnclosingTabId(closeSubtab);
} var closeSubtab = function closeSubtab(result) {
//Now that we have the tab ID, we can close it var tabId = result.id; sforce.console.closeTab(tabId);
};
</script >
</apex:page >
Note:
To see this example in action, click the custom link on a case. For more information, see Define Custom Buttons and Links in the Salesforce help.
13
Methods for Primary Tabs and Subtabs closeTab()
Response
None
Sample Code API Version 35.0 or Later–Visualforce
<apex:page standardController= "Case" >
<A HREF= "#" onClick= "testCloseTab();return false" >
Click here to close this tab </A >
<apex:includeScript value= "/support/console/35.0/integration.js" />
<script type= "text/javascript" > var callback = function () { if (result.error) { alert( "Error message is " + result.error);
}
}; function testCloseTab() {
//First find the ID of the current tab to close it sforce.console.getEnclosingTabId(closeSubtab);
} var closeSubtab = function closeSubtab(result) {
//Now that we have the tab ID, we can close it var tabId = result.id; sforce.console.closeTab(tabId, callback);
};
</script >
</apex:page >
Note: To see this example in action, click the custom link on a case. For more information, see Define Custom Buttons and Links in the Salesforce help.
Response
This method is asynchronous, so it returns its response in an object in a callback method. The response object contains the following fields:
Name
success error
Type
boolean string
Description
true
if the tab was re-opened, false
otherwise.
Error message if the tab couldn’t be closed.
Tip: When using Firefox, we recommend that you don't call closeTab()
on a tab with an active alert box because the browser may not load properly.
14
Methods for Primary Tabs and Subtabs disableTabClose()
disableTabClose()
Prevents a user from closing a tab or a subtab. If the ID parameter doesn’t specify a tab, the enclosing tab is used. You can also use this method to re-enable a tab that has been disabled. Available in API version 38.0 or later. Note: If a record is deleted whose primary tab is disabled, the tab is forcibly closed. If a record is deleted whose subtab is disabled, the subtab is not closed.
Syntax sforce.console.disableTabClose(disable: boolean , (optional) callback:
Function
)
tabId:String
, (optional)
Arguments
Name
disable tabId callback
Type
boolean string function
Description
Specifies whether to disable the tab. If true
, the user can’t close the tab. If false
, the user can close the tab.
The tabId for the tab to enable or disable. Use false
to automatically select the enclosing tab or subtab without needing to specify a tabId. The enclosing tabId can’t be inferred when this call is made from outside a sidebar component. For example, if you call this method from a footer widget, specify the tabId. If the tabId is for a
“Details” subtab of a primary tab, the primary tabId is used instead.
JavaScript method that’s called upon completion of the method. The callback is passed a response object. See response information below.
Sample Code–Visualforce
<apex:page >
<html >
<head >
<title >Disable close Tab on Load </title >
<!-- Service Console integration API library -->
<script src= "/support/console/36.0/integration.js" > </script >
<!-- Callback functions to handle tab events -->
<script type= "text/javascript" > function displayResultsCallback(result){ var resDiv = document.getElementById( "eventResults" ); resDiv.innerHTML = JSON.stringify(result);
}
// For use within a tab 's sidebar (you don' t need tab ID) function testDisableTabCloseTrueWithoutId() { sforce.console.disableTabClose(true, false, displayResultsCallback);
15
Methods for Primary Tabs and Subtabs
} function testDisableTabCloseFalseWithoutId() { sforce.console.disableTabClose(false, false, displayResultsCallback);
}
// For use anywhere (you need the tab ID)
// Note: Your tab ID might be different than the one used here.
// You can get the tab ID many different ways,
// including sforce.console.getEnclosingTabId().
// See the documentation for details.
function testDisableTabCloseTrueWithId() { var tabId = window.prompt( "Enter the tab ID" , "scc-pt-0" ); sforce.console.disableTabClose(true, tabId, displayResultsCallback);
} function testDisableTabCloseFalseWithId() { var tabId = window.prompt( "Enter the tab ID" , "scc-pt-0" ); sforce.console.disableTabClose(false, tabId, displayResultsCallback);
}
</script >
</head >
<body >
<h1 >Disable Tab Close Examples </h1 >
<br/ > <br/ >
<h2 >API Callback Result </h2 >
<br/ >
<code > <div id= "eventResults" /> </code >
<br/ >
<h2 >With No Tab ID </h2 >
<p >The tab ID will be auto-detected by context, or the event will fail.
</p >
<ul >
<li > <a href= "#" onClick= "testDisableTabCloseTrueWithoutId();return false;" >
Disable closing for the enclosing tab </a > </li >
<li > <a href= "#" onClick= "testDisableTabCloseFalseWithoutId();return false;" >
Re-enable closing for the enclosing tab </a > </li >
</ul >
<h2 >With Tab ID Provided </h2 >
<p >When the event context doesn 't have a detectable tab ID, you can supply it yourself.
</p >
<ul >
<li > <a href= "#" onClick= "testDisableTabCloseTrueWithId();return false;" >
Disable closing for a specific tab (via tab ID) </a > </li > disableTabClose()
16
Methods for Primary Tabs and Subtabs focusPrimaryTabById()
<li > <a href= "#" onClick= "testDisableTabCloseFalseWithId();return false;" >
Re-enable closing for a specific tab (via tab ID) </a > </li >
</ul >
</body >
</html >
</apex:page >
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following fields:
Name
success message
Type
boolean string
Description
true
if the action completed successfully, false
otherwise.
If the action completed successfully, message contains the affected tabId. If the action failed, message contains the error message.
focusPrimaryTabById()
Focuses the browser on a primary tab that is already open with the specified ID. This method is only available in API version 22.0 or later.
Syntax sforce.console.focusPrimaryTabById(
id:String
, (optional)callback:
Function
)
Arguments
Name
id callback
Type
string function
Description
ID of the primary tab to go to.
JavaScript method that’s called upon completion of the method.
Sample Code–Visualforce
<apex:page standardController= "Case" >
<A HREF= "#" onClick= "testFocusPrimaryTabById();return false" >
Click here to go to an open primary tab by id </A >
<apex:includeScript value= "/support/console/22.0/integration.js" />
<script type= "text/javascript" > function testFocusPrimaryTabById() {
//Get the value for 'scc-pt-0' from the openPrimaryTab method
17
Methods for Primary Tabs and Subtabs focusPrimaryTabByName()
//This value is for example purposes only var primaryTabId = 'scc-pt-0' ; sforce.console.focusPrimaryTabById(primaryTabId, focusSuccess);
} var focusSuccess = function focusSuccess(result) {
//Report whether going to the open primary tab was successful if (result.success == true) { alert( 'Going to the primary tab was successful' );
} else { alert( 'Going to the primary tab was not successful' );
}
};
</script >
</apex:page >
Note: To see this example in action, click the custom link on a case. For more information, see Define Custom Buttons and Links in the Salesforce help.
Response
This method is asynchronous, so it returns its response in an object in a callback method. The response object contains the following field:
Name
success
Type
boolean
Description
true
if going to the primary tab was successful; false
if going to the primary tab wasn't successful.
focusPrimaryTabByName()
Focuses the browser on a primary tab that is already open with the specified name. This method is only available in API version 22.0 or later.
Syntax sforce.console.focusPrimaryTabByName(
name:String
, (optional)callback:
Function
)
Arguments
Name
name callback
Type
string function
Description
Name of the primary tab to go to.
JavaScript method that’s called upon completion of the method.
18
Methods for Primary Tabs and Subtabs focusSidebarComponent()
Sample Code–Visualforce
<apex:page standardController= "Case" >
<A HREF= "#" onClick= "testFocusPrimaryTabByName();return false" >
Click here to go to a primary tab by name </A >
<apex:includeScript value= "/support/console/22.0/integration.js" />
<script type= "text/javascript" > function testFocusPrimaryTabByName() {
//Get the value for 'myPrimaryTab' from the openPrimaryTab method
//This value is for example purposes only var primaryTabName = 'myPrimaryTab' ; sforce.console.focusPrimaryTabByName(primaryTabName, focusSuccess);
} var focusSuccess = function focusSuccess(result) {
//Report whether going to the primary tab was successful if (result.success == true) { alert( 'Going to the primary tab was successful' );
} else { alert( 'Going to the Primary tab was not successful' );
}
};
</script >
</apex:page >
Note: To see this example in action, click the custom link on a case. For more information, see Define Custom Buttons and Links in the Salesforce help.
Response
This method is asynchronous, so it returns its response in an object in a callback method. The response object contains the following field:
Name
success
Type
boolean
Description
true
if going to the primary tab was successful; false
if going to the primary tab wasn't successful.
focusSidebarComponent()
Focuses the browser on a sidebar component. Use this method to focus on a component with the tab or accordion sidebar style. For more information, see “Sidebar Styles for Console Components” in the Salesforce Help. This method is only available in API version 34.0
or later.
19
Methods for Primary Tabs and Subtabs focusSidebarComponent()
Syntax sforce.console.focusSidebarComponent(componentInfo:
string
(optional)tabId:
string
, callback:
Function
)
Arguments
Name
componentInfo
Type
string tabId callback string function
Description
The JSON object that represents the component to focus on. This argument must include one of the following forms:
Unambiguous types:
•
{componentType: 'CASE_EXPERT_WIDGET' }
•
{componentType: 'FILES_WIDGET' }
•
{componentType: 'HIGHLIGHTS_PANEL' }
•
{componentType: 'KNOWLEDGE_ONE' }
•
{componentType: 'MILESTONE_WIDGET' }
•
{componentType: 'TOPICS_WIDGET' }
•
{componentType: 'VISUALFORCE' }
Types that require additional parameters:
•
{componentType: 'CANVAS' , canvasAppId:
'09Hxx0000000001' }
•
{componentType: 'RELATED_LIST' , listName:
'Solution' }
•
{componentType: 'LOOKUP' , fieldName: 'Account' }
•
{componentType: 'VISUALFORCE' , pageName: 'VF1' }
The ID of the tab on which to focus the browser.
JavaScript method that’s called upon completion of the method.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/34.0/integration.js" />
<script type= "text/javascript" > var callback = function (result) {} if(result.success){ alert( 'Congratulations!' );
}else{ alert( 'Something is wrong!' );
}
}; function focusKnowledgeComponent() {
20
Methods for Primary Tabs and Subtabs focusSubtabById()
}
</script > sforce.console.focusSidebarComponent(JSON.stringify({componentType:
'KNOWLEDGE_ONE' }), "scc-st-2" , callback);
<A HREF= "#" onClick= "focusSidebarComponent(); return false" >Focus Knowledge Component </A >
</apex:page >
Response
This method is asynchronous, so it returns its response in an object in a callback method. The response object contains the following field:
Name
success
Type
boolean
Description
true
if focusing the sidebar component was successful; false
otherwise.
focusSubtabById()
Focuses the browser on a subtab that is already open with the specified ID. This method is only available in API version 22.0 or later.
Syntax sforce.console.focusSubtabById(
id:String
, (optional)callback:
Function
)
Arguments
Name
id callback
Type
string function
Description
ID of the subtab to go to.
JavaScript method that’s called upon completion of the method.
Sample Code–Visualforce
<apex:page standardController= "Case" >
<A HREF= "#" onClick= "testFocusSubtabById();return false" >
Click here to go to a subtab by id </A >
<apex:includeScript value= "/support/console/22.0/integration.js" />
<script type= "text/javascript" > function testFocusSubtabById() {
//Get the value for 'scc-st-0' from the openSubtab method
//This value is for example purposes only var subtabId = 'scc-st-0' ; sforce.console.focusSubtabById(subtabId, focusSuccess);
}
21
Methods for Primary Tabs and Subtabs focusSubtabByNameAndPrimaryTabId() var focusSuccess = function focusSuccess(result) {
//Report whether going to the subtab was successful if (result.success == true) { alert( 'Going to the subtab was successful' );
} else { alert( 'Going to the subtab was not successful' );
}
};
</script >
</apex:page >
Note: To see this example in action, click the custom link on a case. For more information, see Define Custom Buttons and Links in the Salesforce help.
Response
This method is asynchronous, so it returns its response in an object in a callback method. The response object contains the following field:
Name
success
Type
boolean
Description
true
if going to the subtab was successful; false
if going to the subtab wasn't successful.
focusSubtabByNameAndPrimaryTabId()
Focuses the browser on a subtab that is already open with the specified name and primary tab ID. This method is only available in API version 22.0 or later.
Syntax sforce.console.focusSubtabByNameAndPrimaryTabId(
name:String
,
primaryTabId:String
,(optional)callback:
Function
)
Arguments
Name
name primaryTabId callback
Type
string string function
Description
Name of the subtab to go to.
ID of the primary tab in which the subtab opened.
JavaScript method that’s called upon completion of the method.
22
Methods for Primary Tabs and Subtabs focusSubtabByNameAndPrimaryTabName()
Sample Code–Visualforce
<apex:page standardController= "Case" >
<A HREF= "#" onClick= "testFocusSubtabByNameAndPrimaryTabId();return false" >
Click here to go to a subtab by name and primary tab ID </A >
<apex:includeScript value= "/support/console/22.0/integration.js" />
<script type= "text/javascript" > function testFocusSubtabByNameAndPrimaryTabId() {
//Get the values for 'mySubtab' and 'scc-pt-0' from the openSubtab method
//These values are for example purposes only var subtabName = 'mySubtab' ; var primaryTabId = 'scc-pt-0' ; sforce.console.focusSubtabByNameAndPrimaryTabId(subtabName, primaryTabId, focusSuccess);
} var focusSuccess = function focusSuccess(result) {
//Report whether going to the subtab was successful if (result.success == true) { alert( 'Going to the subtab was successful' );
} else { alert( 'Going to the subtab was not successful' );
}
};
</script >
</apex:page >
Note: To see this example in action, click the custom link on a case. For more information, see Define Custom Buttons and Links in the Salesforce help.
Response
This method is asynchronous, so it returns its response in an object in a callback method. The response object contains the following field:
Name
success
Type
boolean
Description
true
if going to the subtab was successful; false
if going to the subtab wasn't successful.
focusSubtabByNameAndPrimaryTabName()
Focuses the browser on a subtab that is already open with the specified name and primary tab name. This method is only available in
API version 22.0 or later.
23
Methods for Primary Tabs and Subtabs focusSubtabByNameAndPrimaryTabName()
Syntax sforce.console.focusSubtabByNameAndPrimaryTabName(
name:String
,
primaryTabName:String
,(optional)callback:
Function
)
Arguments
Name
name primaryTabName callback
Type
string string function
Description
Name of the subtab to go to.
Name of the primary tab in which the subtab opened.
JavaScript method that’s called upon completion of the method.
Sample Code–Visualforce
<apex:page standardController= "Case" >
<A HREF= "#" onClick= "testFocusSubtabByNameAndPrimaryTabName();return false" >
Click here to go to a subtab by name and primary tab name </A >
<apex:includeScript value= "/support/console/22.0/integration.js" />
<script type= "text/javascript" > function testFocusSubtabByNameAndPrimaryTabName() {
//Get the value for 'mySubtab' and 'myPrimaryTab' from the openSubtab method
//These values are for example purposes only var subtabName = 'mySubtab' ; var primaryTabName = 'myPrimaryTab' ; sforce.console.focusSubtabByNameAndPrimaryTabName(subtabName, primaryTabName, focusSuccess);
} var focusSuccess = function focusSuccess(result) {
//Report whether going to the subtab was successful if (result.success == true) { alert( 'Going to the subtab was successful' );
} else { alert( 'Going to the subtab was not successful' );
}
};
</script >
</apex:page >
Note: To see this example in action, click the custom link on a case. For more information, see Define Custom Buttons and Links in the Salesforce help.
24
Methods for Primary Tabs and Subtabs generateConsoleUrl()
Response
This method is asynchronous, so it returns its response in an object in a callback method. The response object contains the following field:
Name
success
Type
boolean
Description
true
if going to the subtab was successful; false
if going to the subtab wasn't successful.
generateConsoleUrl()
Generates a URL to a tab, or group of related tabs, in the Salesforce console. If any tabs include external URLs, then add the external URLs to the console’s whitelist so that they can display correctly. For more information, see “Whitelist Domains for a Salesforce Console” in the online help. This method is only available in API version 28.0 or later.
Syntax sforce.console.generateConsoleUrl(
urls:String
, (optional)callback:
Function
)
Arguments
Name
urls callback
Type
string function
Description
An array of URLs. The first URL is a primary tab and subsequent URLs are subtabs.
Note that the last URL is the subtab on which the console is focused. These URLs can be standard Salesforce URLs or relative URLs.
JavaScript method that’s called upon completion of the method.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/28.0/integration.js" />
<A HREF= "#" onClick= "testGenerateConsoleURL();return false" >
Click here to generate a console URL </A >
<script type= "text/javascript" > function showConsoleUrl(result) { alert(result.consoleUrl);
} function testGenerateConsoleURL() { sforce.console.generateConsoleUrl([/apex/pagename, /entityId, www.externalUrl.com, Standard Salesforce Url/entityId], showConsoleUrl);
</script >
</apex:page >
}
25
Methods for Primary Tabs and Subtabs getEnclosingPrimaryTabId()
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following fields:
Name
consoleUrl success callback
Type
string boolean function
Description
Console URL that represents the array of URLs passed into Salesforce.
true
if the URL was generated successfully, false
if otherwise.
JavaScript method that’s called upon completion of the method.
getEnclosingPrimaryTabId()
Returns the ID of the current primary tab. This method works within a primary tab or subtab, not within the navigation tab or custom console components. This method is only available in API version 20.0 or later.
Syntax sforce.console.getEnclosingPrimaryTabId((optional)
callback:function
)
Arguments
Name
callback
Type
function
Description
JavaScript method that’s called upon completion of the method.
Sample Code–Visualforce
<apex:page standardController= "Case" >
<A HREF= "#" onClick= "testCloseTab();return false" >
Click here to close this primary tab </A >
<apex:includeScript value= "/support/console/20.0/integration.js" />
<script type= "text/javascript" > function testCloseTab() {
//First find the ID of the current primary tab to close it sforce.console.getEnclosingPrimaryTabId(closeSubtab);
} var closeSubtab = function closeSubtab(result) {
//Now that we have the primary tab ID, we can close it var tabId = result.id; sforce.console.closeTab(tabId);
};
</script >
</apex:page >
26
Methods for Primary Tabs and Subtabs getEnclosingPrimaryTabObjectId()
Note: To see this example in action, click the custom link on a case. For more information, see Define Custom Buttons and Links in the Salesforce help.
Response
This method is asynchronous, so it returns its response in an object in a callback method. The response object contains the following field:
Name
id
Type
string
Description
The ID of the current primary tab that contains this tab.
getEnclosingPrimaryTabObjectId()
Returns the object ID of the current primary tab, which contains a subtab. For example, a case ID or account ID. This method works within a primary tab or subtab. This method is only available in API version 24.0 or later.
Syntax sforce.console.getEnclosingPrimaryTabObjectId((optional)callback:
Function
)
Arguments
Name
callback
Type
function
Description
JavaScript method that’s called upon completion of the method.
Sample Code–Visualforce
<apex:page standardController= "Case" >
<A HREF= "#" onClick= "testGetEnclosingPrimaryTabObjectId();" >
Click here to get enclosing primary tab object ID </A >
<apex:includeScript value= "/support/console/24.0/integration.js" />
<script type= "text/javascript" > function testGetEnclosingPrimaryTabObjectId() { sforce.console.getEnclosingPrimaryTabObjectId(showObjectId);
} var showObjectId = function showObjectId(result) {
};
</script >
</apex:page >
// Display the object ID alert ( 'Object ID: ' + result.id);
27
Methods for Primary Tabs and Subtabs getEnclosingTabId()
Note: To see this example in action, click the custom link on a case. For more information, see Define Custom Buttons and Links in the Salesforce help.
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following fields:
Name
id success
Type
string boolean
Description
The ID of the current primary tab that contains this subtab.
true
if returning the enclosing primary tab was successful; false
if returning the enclosing primary tab wasn't successful.
getEnclosingTabId()
Returns the ID of the tab that contains the current Visualforce page, which may be a primary tab or subtab. This method will work if the call is made within a component enclosed within a subtab. This method is only available in API version 20.0 or later.
Syntax sforce.console.getEnclosingTabId()
Arguments
Name
callback
Type
function
Description
JavaScript method that’s called upon completion of the method.
Sample Code–Visualforce
<apex:page standardController= "Case" >
<A HREF= "#" onClick= "testCloseTab();return false" >
Click here to close this tab </A >
<apex:includeScript value= "/support/console/20.0/integration.js" />
<script type= "text/javascript" > function testCloseTab() {
//First find the ID of the current tab to close it sforce.console.getEnclosingTabId(closeSubtab);
} var closeSubtab = function closeSubtab(result) {
//Now that we have the tab ID, we can close it var tabId = result.id; sforce.console.closeTab(tabId);
28
Methods for Primary Tabs and Subtabs getFocusedPrimaryTabId()
};
</script >
</apex:page >
Note:
To see this example in action, click the custom link on a case. For more information, see Define Custom Buttons and Links in the Salesforce help.
Response
This method is asynchronous, so it returns its response in an object in a callback method. The response object contains the following field:
Name
id
Type
string
Description
The ID of the current primary tab or subtab.
getFocusedPrimaryTabId()
Returns the ID of the primary tab on which the browser is focused. This method is only available in API version 25.0 or later.
Syntax sforce.console.getFocusedPrimaryTabId((optional) callback:
Function
)
Arguments
Name
callback
Type
function
Description
JavaScript method that’s called upon completion of the method.
Sample Code–Visualforce
<apex:page >
<A HREF= "#" onClick= "testGetFocusedPrimaryTabId();return false" >
Click here to get the focused primary tab ID </A >
<apex:includeScript value= "/support/console/25.0/integration.js" />
<script type= "text/javascript" > function testGetFocusedPrimaryTabId() { sforce.console.getFocusedPrimaryTabId(showTabId);
} var showTabId = function showTabId(result) {
//Display the tab ID alert( 'Tab ID: ' + result.id);
};
29
Methods for Primary Tabs and Subtabs getFocusedPrimaryTabObjectId()
</script >
</apex:page >
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following fields:
Name
id success
Type
string boolean
Description
The ID of the primary tab on which the browser is focused. If no primary tab is open, the ID is null.
true
if returning the primary tab ID on which the browser is focused was successful; false
if returning the primary tab ID on which the browser is focused wasn't successful.
getFocusedPrimaryTabObjectId()
Returns the object ID of the primary tab on which the browser is focused. This method is only available in API version 25.0 or later.
Syntax sforce.console.getFocusedPrimaryTabObjectId((optional) callback:
Function
)
Arguments
Name
callback
Type
function
Description
JavaScript method that’s called upon completion of the method.
Sample Code–Visualforce
<apex:page >
<A HREF= "#" onClick= "testGetFocusedPrimaryTabObjectId();return false" >
Click here to get the focused primary tab object ID </A >
<apex:includeScript value= "/support/console/25.0/integration.js" />
<script type= "text/javascript" > function testGetFocusedPrimaryTabObjectId() { sforce.console.getFocusedPrimaryTabObjectId(showObjectId);
} var showObjectId = function showObjectId(result) {
30
Methods for Primary Tabs and Subtabs getFocusedSubtabId()
};
//Display the object ID alert( 'Object ID: ' + result.id);
</script >
</apex:page >
Response
This method is asynchronous, so it returns its response in an object in a callback method. The response object contains the following field:
Name
id success
Type
string boolean
Description
The object ID of the primary tab on which the browser is focused. If there is no primary tab open, the ID is null.
true
if returning the primary tab object ID on which the browser is focused was successful; false
if returning the primary tab object ID on which the browser is focused wasn't successful.
getFocusedSubtabId()
Returns the ID of the subtab on which the browser is focused. For example, a case ID or account ID. This method is only available in API version 25.0 or later.
Syntax sforce.console.getFocusedSubtabId((optional)callback:
Function
)
Arguments
Name
callback
Type
function
Description
JavaScript method that’s called upon completion of the method.
Sample Code–Visualforce
<apex:page >
<A HREF= "#" onClick= "testGetFocusedSubtabId();" >
Click here to get the ID of the focused subtab </A >
<apex:includeScript value= "/support/console/25.0/integration.js" />
<script type= "text/javascript" > function testGetFocusedSubtabId() {
31
Methods for Primary Tabs and Subtabs getFocusedSubtabObjectId() sforce.console.getFocusedSubtabId(showTabId);
} var showTabId = function showTabId(result) {
// Display the tab ID alert ( 'Tab ID: ' + result.id);
};
</script >
</apex:page >
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following fields:
Name
id success
Type
string boolean
Description
The ID of the subtab on which the browser is focused. If no subtab is open, the ID is null.
true
if returning the ID of the focused subtab was successful; false
if returning the ID of the focused subtab wasn't successful.
getFocusedSubtabObjectId()
Returns the object ID of the subtab on which the browser is focused. For example, a case ID or account ID. This method is only available in API version 24.0 or later.
Syntax sforce.console.getFocusedSubtabObjectId((optional)callback:
Function
)
Arguments
Name
callback
Type
function
Description
JavaScript method that’s called upon completion of the method.
Sample Code–Visualforce
<apex:page standardController= "Case" >
<A HREF= "#" onClick= "testGetFocusedSubtabObjectId();" >
Click here to get the object ID of the focused subtab </A >
<apex:includeScript value= "/support/console/24.0/integration.js" />
<script type= "text/javascript" > function testGetFocusedSubtabObjectId() {
32
Methods for Primary Tabs and Subtabs getPageInfo() sforce.console.getFocusedSubtabObjectId(showObjectId);
}
};
</script >
</apex:page > var showObjectId = function showObjectId(result) {
// Display the object ID alert ( 'Object ID: ' + result.id);
Note:
To see this example in action, click the custom link on a case. For more information, see Define Custom Buttons and Links in the Salesforce help.
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following fields:
Name
id success
Type
string boolean
Description
The object ID of the subtab on which the browser is focused. If no subtab is open, the ID is null.
true
if returning the object ID of the focused subtab was successful; false
if returning the object ID of the focused subtab wasn't successful.
getPageInfo()
Returns page information for the specified tab after its content has loaded. If the tab ID is null, it returns page information for the enclosing primary tab or subtab. Note that to get the page information from a custom console component, a tabId
must be passed as the first parameter to this method.This method is only available in API version 26.0 or later.
Syntax sforce.console.getPageInfo(
tabId:String
, (optional)callback:
Function
)
Arguments
Name
tabId callback
Type
string function
Description
ID of the tab from which page information is returned.
JavaScript method that’s called upon completion of the method.
Sample Code–Visualforce
<apex:page >
<A HREF= "#" onClick= "testGetPageInfo();return false" >
33
Methods for Primary Tabs and Subtabs getPrimaryTabIds()
Click here to get page information </A >
<apex:includeScript value= "/support/console/26.0/integration.js" />
<script type= "text/javascript" > function testGetPageInfo() {
//Get the page information of 'scc-pt-1'
//This value is for example purposes only var tabId = 'scc-pt-1' ; sforce.console.getPageInfo(tabId , showPageInfo);
} var showPageInfo = function showPageInfo(result) { alert( 'Page Info: ' + result.pageInfo);
</script >
</apex:page >
};
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following fields:
Name
pageInfo
Type
string
Description
Returns the URL of the current page as a JSON string, and includes any applicable object ID, object name, object type, and for API version 33.0 or later, the object tab name. For example:
{ "url" : " https://
yourInstance
.salesforce.com/001x0000003DGQR ",
"objectId" : "001x0000003DGQR" , "objectName" : "Acme" , "object" : "Account" , "displayName" : "Company"
For API version 31.0 and later, invoking this API method on a PersonAccount object returns the following additional information.
•
accountId or contactId, the associated account or contact ID
•
personAccount, which is true
if the object is a PersonAccount and false
otherwise
For example:
{ "url" : " https://
yourInstance
.salesforce.com/001x0000003DGQR ",
"objectId" : "001x0000003DGQR" , "objectName" : "Acme Person Account" ,
"object" : "Account" , "contactId" : "003D000000QOMqg" ,
"personAccount" :true} callback function JavaScript method that’s called upon completion of the method.
getPrimaryTabIds()
Returns all of the IDs of open primary tabs. This method is only available in API version 26.0 or later.
34
Methods for Primary Tabs and Subtabs
Syntax sforce.console.getPrimaryTabIds((optional) callback:
Function
)
Arguments
Name
callback
Type
function
Description
JavaScript method that’s called upon completion of the method.
getSubtabIds()
Sample Code–Visualforce
<apex:page >
<A HREF= "#" onClick= "testGetPrimaryTabIds();return false" >
Click here to get the primary tab IDs </A >
<apex:includeScript value= "/support/console/26.0/integration.js" />
<script type= "text/javascript" > function testGetPrimaryTabIds() { sforce.console.getPrimaryTabIds(showTabId);
} var showTabId = function showTabId(result) {
//Display the primary tab IDs alert( 'Primary Tab IDs: ' + result.ids);
};
</script >
</apex:page >
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following fields:
Name
ids success
Type
string boolean
Description
An array of open primary tab IDs , in order of appearance.
true
if returning the IDs of open primary tabs was successful; false
if returning the IDs of open primary tabs wasn't successful.
getSubtabIds()
Returns all of the IDs of the subtabs on the primary tab specified by a primary tab ID. If the primary tab ID is null, it returns the IDs of the subtabs on the current primary tab. This method can only be called from a custom console component or a detail page overwritten by a Visualforce page. This method is only available in API version 26.0 or later.
35
Methods for Primary Tabs and Subtabs getTabLink()
Syntax sforce.console.getSubtabIds( (optional)
primaryTabId:String
, (optional) callback:
Function
)
Arguments
Name
primaryTabId callback
Type
string function
Description
ID of the primary tab from which the subtab IDs are returned.
JavaScript method that’s called upon completion of the method.
Sample Code–Visualforce
<apex:page >
<A HREF= "#" onClick= "testGetSubtabIds();return false" >
Click here to get the subtab IDs </A >
<apex:includeScript value= "/support/console/26.0/integration.js" />
<script type= "text/javascript" > function testGetSubtabIds() {
//Get the subtabs of the primary tab 'scc-pt-0'
//This value is for example purposes only var primaryTabId = 'scc-pt-0' ; sforce.console.getSubtabIds(primaryTabId , showTabId);
} var showTabId = function showTabId(result) {
//Display the subtab IDs alert( 'Subtab IDs: ' + result.ids);
</script >
</apex:page >
};
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following fields:
Name
ids success
Type
string boolean
Description
An array of open subtab IDs.
true
if firing the event was successful; false
if firing the event wasn't successful.
getTabLink()
Retrieves the URL to a tab, or group of related tabs, from the Salesforce console. This method is only available in API version 28.0 or later.
36
Methods for Primary Tabs and Subtabs getTabLink()
Syntax sforce.console.getTabLink(
level:String
, (optional)
tabId:String
,
(optional)callback:
Function
)
Arguments
Name
level
Type
string tabId callback string function
Description
Level that matches one of the Link to Share options in the Salesforce console user interface. The options are:
•
All primary tabs and subtabs — sforce.console.TabLink.PARENT_AND_CHILDREN
.
•
Only the specified tab — sforce.console.TabLink.TAB_ONLY
•
A standard Salesforce URL — sforce.console.TabLink.SALESFORCE_URL
For more information, see “Salesforce Console Tabs” in the online help.
Optional tab ID of the tab from which you’re retrieving the URL. If you do not pass a tab ID, the URL to the current tab is returned.
JavaScript method that’s called upon completion of the method.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/28.0/integration.js" />
<A HREF= "#" onClick= "getEnclosingPrimaryTabId();return false" >
Click here to get tab link </A >
<script type= "text/javascript" > var getEnclosingPrimaryTabId = function getEnclosingPrimaryTabId() { sforce.console.getEnclosingPrimaryTabId(getTabLink);
} var getTabLink = function getTabLink(result) { sforce.console.getTabLink(sforce.console.TabLink.PARENT_AND_CHILDREN, result.id, showTabLink);
} var showTabLink = function showTabLink(result) { var link = result.tabLink;
};
</script >
</apex:page >
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following fields:
37
Methods for Primary Tabs and Subtabs
Name
tabLink success callback
Type
string boolean function isInConsole()
Description
The retrieved URL.
true
if the link was retrieved successfully, false
if retrieving was unsuccessful.
JavaScript method that’s called upon completion of the method.
isInConsole()
Determines if the page is in the Salesforce console. This method is only available in API version 22.0 or later.
Syntax sforce.console.isInConsole()
Arguments
None
Sample Code–Visualforce
<apex:page standardController= "Case" >
<A HREF= "#" onClick= "testIsInConsole();return false" >
Click here to check if the page is in the Service Cloud console </A >
<apex:includeScript value= "/support/console/22.0/integration.js" />
<script type= "text/javascript" > function testIsInConsole() { if (sforce.console.isInConsole()) { alert( 'in console' );
} else { alert( 'not in console' );
}
}
</script >
</apex:page >
Note:
To see this example in action, click the custom link on a case. For more information, see Define Custom Buttons and Links in the Salesforce help.
Response
Returns true
if the page is in the Salesforce console; false
if the page is not in the Salesforce console.
38
Methods for Primary Tabs and Subtabs onEnclosingTabRefresh()
onEnclosingTabRefresh()
Registers a function to call when the enclosing tab refreshes. This method is only available in API version 24.0 or later.
Syntax sforce.console.onEnclosingTabRefresh(eventHandler:
Function
)
Arguments
Name
eventHandler
Type
function
Description
JavaScript method called when the enclosing tab refreshes.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/24.0/integration.js" />
<script type= "text/javascript" > var eventHandler = function eventHandler(result) {
}; alert( 'Enclosing tab has refreshed:' + result.id
+ 'and the object Id is:' + result.objectId); sforce.console.onEnclosingTabRefresh(eventHandler);
</script >
</apex:page >
Event Handler Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following fields:
Name
id objectId
Type
string string
Description
The ID of the refreshed tab.
The object ID of the refreshed tab or null if no object exists.
onFocusedSubtab()
Registers a function to call when the focus of the browser changes to a different subtab. This method is only available in API version 24.0
or later.
39
Methods for Primary Tabs and Subtabs
Syntax sforce.console.onFocusedSubtab(eventHandler:
Function
)
Arguments
Name
eventHandler
Type
function
Description
JavaScript method called when the focus of the browser changes to a different subtab.
onTabSave()
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/24.0/integration.js" />
<script type= "text/javascript" > var eventHandler = function (result) { alert( 'Focus changed to a different subtab. The subtab Id is:'
+ result.id + 'and the object Id is:' + result.objectId);
}; sforce.console.onFocusedSubtab(eventHandler);
</script >
</apex:page >
Event Handler Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following fields:
Name
id objectId
Type
string string
Description
The ID of the subtab on which the browser is focused.
The object ID of the subtab on which the browser is focused or null if no object exists.
onTabSave()
Registers and calls a callback method when a user clicks Save in a subtab’s Unsaved Changes dialog box. When using this method, call
in the callback method. This notifies the console that the custom save operation completed. In the
call to setTabUnsavedChanges()
, pass the first parameter as false
to indicate a successful save or true
to indicate an unsuccessful save. This method is only available in API version 28.0 or later.
Registering a callback method affects the user interface. When no save handler is registered, the user is presented with two options when closing a subtab with unsaved changes: Continue or Cancel. When a save handler is registered, the user is presented with three
40
Methods for Primary Tabs and Subtabs onTabSave() options when closing the subtab: Save, Don’t Save, or Cancel. In this scenario, the callback method registered is called when the user chooses Save.
Important: When using onTabSave()
with setTabUnsavedChanges()
:
•
Calling sforce.console.setTabUnsavedChanges(false,...)
closes the specified subtab. We recommend placing the call to sforce.console.setTabUnsavedChanges()
at the end of the callback method, as any subsequent save logic might not execute.
•
onTabSave()
works only on subtabs or their sidebar components. It doesn’t work on primary tabs.
•
Not calling sforce.console.setTabUnsavedChanges()
will have a severe effect on the user interface. For example, closing a primary tab with a subtab for which sforce.console.setTabUnsavedChanges()
has not been called prevents a
Saving...
modal dialog box from closing.
•
Any callback passed to sforce.console.setTabUnsavedChanges()
will not execute if the specified tab saves successfully and closes.
Note:
Calling onTabSave()
from a custom console component prevents that component from refreshing when saving the subtab. For more information on custom console components, see “Console Components” in the Salesforce online help.
Syntax sforce.console.onTabSave(callback:
Function
)
Arguments
Name
callback
Type
function
Description
JavaScript method called to handle the save operation.
Sample Code–Visualforce
<apex:page >
<a href= "#" onClick= "testOnTabSave();return false" >
Click here to register save handler </a >
<apex:includeScript value= "/support/console/36.0/integration.js" />
<script type= "text/javascript" > function testOnTabSave() { sforce.console.onTabSave(handleSave);
} var handleSave = function handleSave(result) { alert( 'save handler called from tab with id ' + result.id +
' and objectId ' + result.objectId);
//Perform save logic here
//Mark tab as 'clean' sforce.console.setTabUnsavedChanges(false, undefined, result.id);
};
</script >
</apex:page >
41
Methods for Primary Tabs and Subtabs
Response
Name
id objectId
Type
string string
Description
ID of the subtab being saved.
Object ID of the subtab being saved, if applicable; null otherwise.
openConsoleUrl()
openConsoleUrl()
Opens a URL created by the generateConsoleUrl()
method (a URL to a tab, or group of related tabs, in the Salesforce console).
This method is only available in API version 28.0 or later.
Syntax sforce.console.openConsoleUrl(
id:String
,
consoleUrl:URL
, active:Boolean,
(optional)
tabLabels:String
, (optional)
tabNames:String
, (optional)callback:
Function
)
Arguments
Name
id
Type
string consoleUrl active tabLabels tabNames callback string boolean string string function
Description
ID of the console tab to override. If the ID corresponds to an existing primary tab, then the existing primary tab is redirected to the given URL because the console prevents duplicate tabs. Use null to create a new primary tab.
Console URL that represents the array of URLs passed into Salesforce.
If true
, the opened primary tab displays immediately. If false
, the opened primary tab displays in the background and the current tab maintains focus.
Optional array of labels of the opened primary tab or subtabs. The order in which the tabs appear in the console URL should match the order of the labels that appear in the array. If you do not want to set the labels of tabs, use an empty string (
''
).
Optional array of names of the opened primary and subtabs. The order in which the tabs appear in the console URL should match the order of the names that appear in the array. If you do not want to set the names of tabs, use an empty string (
''
).
JavaScript method that’s called upon completion of the method.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/28.0/integration.js" />
<A HREF= "#" onClick= "testGenerateConsoleURL();return false" >
Click here to open a console URL </A >
42
Methods for Primary Tabs and Subtabs openPrimaryTab()
<script type= "text/javascript" > var generateConsoleUrl = function testGenerateConsoleURL() { sforce.console.generateConsoleUrl([/apex/pagename, /entityId, www.externalUrl.com, Standard Salesforce Url/entityId], showConsoleUrl);
} var openConsoleUrl = function showConsoleUrl(result) { sforce.console.openConsoleUrl(null, result.consoleUrl, true, [ 'Apex' , '' ,
'Salesforce' , '' ], [ '' , '' , 'externalUrl' , '' ])
}
</script >
</apex:page >
Note: This example shows that if you want to set a label or name, you must set the other values to empty string (
‘’
).
Response
This method is asynchronous, so it returns its response in an object in a callback method. The response object contains the following field:
Name
success
Type
boolean
Description
true
if the console URL was opened successfully, false
otherwise.
openPrimaryTab()
Opens a new primary tab to display the content of the specified URL, which can be relative or absolute. You can also override an existing tab. This method is only available in API version 20.0 or later.
•
If the ID corresponds to an existing primary tab, the existing tab is redirected to the given URL because the Salesforce console prevents duplicate tabs.
•
If the URL is to a Salesforce object, that object displays as specified in the Salesforce console app settings. For example, if cases are set to open as a subtab of their parent accounts, and openPrimaryTab()
is called on a case, the case opens as subtab on its parent account's primary tab.
If there's an error opening the tab, the error code is reported in the JavaScript console.
Syntax sforce.console.openPrimaryTab(
id:String
,
url:URL
,
active:Boolean
,
(optional)
tabLabel:String
, (optional)callback:
Function
, (optional)
name
)
Arguments
Name
id
Type
string
Description
ID of the primary tab to override.
Use null
to create a new primary tab.
43
Methods for Primary Tabs and Subtabs
Name
url active tabLabel callback name
Type
URL boolean string function string openPrimaryTab()
Description
If the ID corresponds to an existing primary tab, the existing tab is redirected to the given URL because the Salesforce console prevents duplicate tabs.
URL of the opened primary tab.
If the URL is to a Salesforce object, that object displays as specified in the Salesforce console app settings. For example, if cases are set to open as a subtab of their parent accounts, and openPrimaryTab()
is called on a case, the case opens as subtab on its parent account's primary tab.
Note that users can open an external URL if it has been added to the console’s whitelist. For more information, see “Whitelist Domains for a Salesforce Console” in the online help.
If true
, the opened primary tab displays immediately. If false
, the opened primary tab displays in the background and the current tab maintains focus.
Optional label of the opened primary tab. If a label isn't specified,
External
Page
displays.
Add labels as text; HTML isn't supported.
JavaScript method called upon completion of the method.
Optional name of the opened primary tab.
This argument is only available in API version 22.0 and later.
Sample Code–Visualforce
<apex:page standardController= "Case" >
<A HREF= "#" onClick= "testOpenPrimaryTab();return false" >
Click here to open a new primary tab </A >
<apex:includeScript value= "/support/console/22.0/integration.js" />
<script type= "text/javascript" > function testOpenPrimaryTab() {
//Open a new primary tab with the salesforce.com home page in it sforce.console.openPrimaryTab(null, 'http://www.salesforce.com' , false,
'salesforce' , openSuccess, 'salesforceTab' );
} var openSuccess = function openSuccess(result) {
//Report whether opening the new tab was successful if (result.success == true) { alert( 'Primary tab successfully opened' );
} else { alert( 'Primary tab cannot be opened' );
}
};
44
Methods for Primary Tabs and Subtabs openSubtab()
</script >
</apex:page >
Note:
To see this example in action, click the custom link on a case. For more information, see Define Custom Buttons and Links in the Salesforce help.
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following fields:
Name
success id
Type
boolean string
Description
true
if the tab successfully opened; false
if the tab didn't open.
ID of the primary tab. IDs are only valid during a user session; IDs become invalid when a user leaves the Salesforce console.
openSubtab()
Opens a new subtab (within a primary tab) that displays the content of a specified URL, which can be relative or absolute. You can also override an existing subtab. Use to open a new subtab on a primary tab via the primary tab's ID. This method is only available in API version 20.0 or later.
If there's an error opening the tab, the error code is reported in the JavaScript console.
Syntax sforce.console.openSubtab(
primaryTabId:String
,
url:URL
,
active:Boolean
,
tabLabel:String
,
id:String
, (optional)callback:
Function
, (optional)
name:String
)
Arguments
Name
primaryTabId url
Type
string
URL
Description
ID of the primary tab in which the subtab opened.
URL of the opened subtab.
If the URL is to a Salesforce object, that object displays as specified in the Salesforce console app settings. For example, if cases are set to open as a primary tab, and openSubtab()
is called on a case, the case opens as a primary tab.
Note that users can open an external URL if it has been added to the console’s whitelist. For more information, see “Whitelist Domains for a Salesforce Console” in the online help.
45
Methods for Primary Tabs and Subtabs
Name
active tabLabel
Type
boolean string id callback name string function string openSubtab()
Description
If true
, the opened subtab displays immediately. If false
, the opened subtab displays in the background and the current tab maintains focus.
Optional label of the opened subtab. If a label isn't specified,
External Page displays.
Add labels as text; HTML isn't supported.
ID of the subtab to override.
Use null
to create a new subtab.
JavaScript method called upon completion of the method.
Optional name of the opened subtab.
This argument is only available in API version 22.0 and later.
Sample Code–Visualforce
<apex:page standardController= "Case" >
<A HREF= "#" onClick= "testOpenSubtab();return false" >
Click here to open a new subtab </A >
<apex:includeScript value= "/support/console/22.0/integration.js" />
<script type= "text/javascript" > function testOpenSubtab() {
//First find the ID of the primary tab to put the new subtab in sforce.console.getEnclosingPrimaryTabId(openSubtab);
} var openSubtab = function openSubtab(result) {
//Now that we have the primary tab ID, we can open a new subtab in it var primaryTabId = result.id; sforce.console.openSubtab(primaryTabId , 'http://www.salesforce.com' , false,
'salesforce' , null, openSuccess, 'salesforceSubtab' );
}; var openSuccess = function openSuccess(result) {
//Report whether we succeeded in opening the subtab if (result.success == true) { alert( 'subtab successfully opened' );
} else { alert( 'subtab cannot be opened' );
}
};
</script >
</apex:page >
46
Methods for Primary Tabs and Subtabs openSubtabByPrimaryTabName()
Note: To see this example in action, click the custom link on a case. For more information, see Define Custom Buttons and Links in the Salesforce help.
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following fields:
Name
success id
Type
boolean string
Description
true
if the subtab successfully opened; false
if the subtab didn't open.
ID of the subtab. IDs are only valid during a user session; IDs become invalid when the user leaves the Salesforce console.
openSubtabByPrimaryTabName()
Opens a new subtab (within a primary tab) that displays the content of a specified URL, which can be relative or absolute. You can also override an existing subtab. Use to open a new subtab on a primary tab via the primary tab's name. This method is only available in API version 22.0 or later.
If there's an error opening the tab, the error code is reported in the JavaScript console.
Syntax sforce.console.openSubtabByPrimaryTabName(
primaryTabName:String
,
url:URL
,
active:Boolean
,
tabLabel:String
,
id:String
, (optional)callback:
Function
, (optional)
name:String
)
Arguments
Name
primaryTabName url
Type
string
URL active boolean
Description
Name of the primary tab in which the subtab opened.
URL of the opened subtab.
If the URL is to a Salesforce object, that object displays as specified in the Salesforce console app settings. For example, if cases are set to open as a primary tab, and openSubtab()
is called on a case, the case opens as a primary tab.
Note that users can open an external URL if it has been added to the console’s whitelist. For more information, see “Whitelist Domains for a Salesforce Console” in the online help.
If true
, the opened subtab displays immediately. If false
, the opened subtab displays in the background and the current tab maintains focus.
47
Methods for Primary Tabs and Subtabs
Name
tabLabel
Type
string id callback name string function string openSubtabByPrimaryTabName()
Description
Optional label of the opened subtab. If a label isn't specified,
External Page displays.
Add labels as text; HTML isn't supported.
ID of the subtab to override.
Use null
to create a new subtab.
JavaScript method called upon completion of the method.
Optional name of the opened subtab.
This argument is only available in API version 22.0 and later.
Sample Code–Visualforce
<apex:page standardController= "Case" >
<A HREF= "#" onClick= "testOpenSubtab();return false" >
Click here to open a new subtab by primary tab name </A >
<apex:includeScript value= "/support/console/22.0/integration.js" />
<script type= "text/javascript" > function testOpenSubtabByPrimaryTabName() {
//First open a primary tab by name sforce.console.openPrimaryTab(null, 'http://www.yahoo.com' , true, 'Yahoo' , openSubtab, 'yahoo' );
} var openSubtab = function openSubtab(result) {
//Open the subtab by the name specified in function testOpenSubtabByPrimaryTabName() sforce.console.openSubtabByPrimaryTabName( 'yahoo' , 'http://www.salesforce.com' , true,
'salesforce' , null, openSuccess);
}; var openSuccess = function openSuccess(result) {
//Report whether we succeeded in opening the subtab if (result.success == true) { alert( 'subtab successfully opened' );
}
};
</script >
</apex:page >
} else { alert( 'subtab cannot be opened' );
Note:
To see this example in action, click the custom link on a case. For more information, see Define Custom Buttons and Links in the Salesforce help.
48
Methods for Primary Tabs and Subtabs refreshPrimaryTabById()
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following fields:
Name
success id
Type
boolean string
Description
true
if the subtab successfully opened; false
if the subtab didn't open.
ID of the subtab. IDs are only valid during a user session; IDs become invalid when the user leaves the Salesforce console.
refreshPrimaryTabById()
Refreshes a primary tab specified by ID, including its subtabs. This method can't refresh subtabs with URLs to external pages or Visualforce pages. This method is only available in API version 22.0 or later.
Syntax sforce.console.refreshPrimaryTabById(
id
:String,
active
:Boolean, (optional)
callback
:Function,
(optional)
fullRefresh
:Boolean)
Arguments
Name
id active callback
Type
string boolean function
Description
ID of the primary tab to refresh.
If true
, the refreshed primary tab displays immediately. If false
, the refreshed primary tab displays in the background.
JavaScript method that’s called upon completion of the method.
Sample Code–Visualforce
<apex:page standardController= "Case" >
<A HREF= "#" onClick= "testRefreshPrimaryTabById();return false" >
Click here to refresh a primary tab by id </A >
<apex:includeScript value= "/support/console/22.0/integration.js" />
<script type= "text/javascript" > function testRefreshPrimaryTabById() {
//Get the value for 'scc-pt-0' from the openPrimaryTab method
//This value is for example purposes only var primaryTabId = 'scc-pt-0' ; sforce.console.refreshPrimaryTabById(primaryTabId, true, refreshSuccess);
}
49
Methods for Primary Tabs and Subtabs refreshPrimaryTabByName() var refreshSuccess = function refreshSuccess(result) {
//Report whether refreshing the primary tab was successful if (result.success == true) { alert( 'Primary tab refreshed successfully' );
} else { alert( 'Primary did not refresh' );
}
};
</script >
</apex:page >
Note: To see this example in action, click the custom link on a case. For more information, see Define Custom Buttons and Links in the Salesforce help.
Response
This method is asynchronous, so it returns its response in an object in a callback method. The response object contains the following field:
Name
success
Type
boolean
Description
true
if the primary tab refreshed successfully; false
if the primary tab didn't refresh.
refreshPrimaryTabByName()
Refreshes a primary tab specified by name, including its subtabs. This method can't refresh subtabs with URLs to external pages or
Visualforce pages. This method is only available in API version 22.0 or later.
Syntax sforce.console.refreshPrimaryTabByName(
name
:String,
active
:Boolean,
(optional)
callback
:Function), (optional)
fullRefresh
:Boolean)
Arguments
Name
name active callback
Type
string boolean function
Description
Name of the primary tab to refresh.
If true
, the refreshed primary tab displays immediately. If false
, the refreshed primary tab displays in the background.
JavaScript method that’s called upon completion of the method.
50
Methods for Primary Tabs and Subtabs refreshSubtabById()
Sample Code–Visualforce
<apex:page standardController= "Case" >
<A HREF= "#" onClick= "testRefreshPrimaryTabByName();return false" >
Click here to refresh a primary tab by name </A >
<apex:includeScript value= "/support/console/22.0/integration.js" />
<script type= "text/javascript" > function testRefreshPrimaryTabByName() {
//Set the name of the tab by using the openPrimaryTab method
//This value is for example purposes only var primaryTabName = 'myPrimaryTab' ; sforce.console.refreshPrimaryTabByName(primaryTabName, true, refreshSuccess);
} var refreshSuccess = function refreshSuccess(result) {
//Report whether refreshing the primary tab was successful if (result.success == true) { alert( 'Primary tab refreshed successfully' );
} else { alert( 'Primary tab did not refresh' );
}
};
</script >
</apex:page >
Note: To see this example in action, click the custom link on a case. For more information, see Define Custom Buttons and Links in the Salesforce help.
Response
This method is asynchronous, so it returns its response in an object in a callback method. The response object contains the following field:
Name
success
Type
boolean
Description
true
if the primary tab refreshed successfully; false
if the primary tab didn't refresh.
refreshSubtabById()
Refreshes a subtab with the last known URL with a specified ID. This method can't refresh a subtab if the last known URL is an external page or a Visualforce page. This method is only available in API version 22.0 or later.
51
Methods for Primary Tabs and Subtabs refreshSubtabById()
Syntax sforce.console.refreshSubtabById(
id
:String,
active
:Boolean, (optional)
callback
:Function,
(optional)
fullRefresh
:Boolean)
Arguments
Name
id active callback fullRefresh
Type
string boolean function boolean
Description
ID of the subtab to refresh.
If true
, the refreshed subtab displays immediately. If false
, the refreshed subtab displays in the background.
JavaScript method that’s called upon completion of the method.
Enables a full refresh of the entire case feed.
Sample Code–Visualforce
<apex:page standardController= "Case" >
<A HREF= "#" onClick= "testRefreshSubtabById();return false" >
Click here to refresh a subtab by id </A >
<apex:includeScript value= "/support/console/22.0/integration.js" />
<script type= "text/javascript" > function testRefreshSubtabById() {
//Set the name of the tab by using the openSubtab method
//This value is for example purposes only var subtabId = 'scc-st-0' ; sforce.console.refreshSubtabById(subtabId, true, refreshSuccess);
} var refreshSuccess = function refreshSuccess(result) {
//Report whether refreshing the subtab was successful if (result.success == true) { alert( 'Subtab refreshed successfully' );
} else { alert( 'Subtab did not refresh' );
}
};
</script >
</apex:page >
Note:
To see this example in action, click the custom link on a case. For more information, see Define Custom Buttons and Links in the Salesforce help.
52
Methods for Primary Tabs and Subtabs refreshSubtabByNameAndPrimaryTabId()
Response
This method is asynchronous, so it returns its response in an object in a callback method. The response object contains the following field:
Name
success
Type
boolean
Description
true
if the subtab refreshed successfully; false
if the subtab didn't refresh.
refreshSubtabByNameAndPrimaryTabId()
Refreshes a subtab with the last known URL with the specified name and primary tab ID. This method can't refresh a subtab if the last known URL is an external page or a Visualforce page. This method is only available in API version 22.0 or later.
Syntax sforce.console.refreshSubtabByNameAndPrimaryTabId(
name
:String,
primaryTabId
:String,
active
:Boolean, (optional)
callback
:Function, (optional)
fullRefresh
:Boolean)
Arguments
Name
name primaryTabId active callback fullRefresh
Type
string string boolean function boolean
Description
Name of the subtab to refresh.
ID of the primary tab in which the subtab opened.
If true
, the refreshed subtab displays immediately. If false
, the refreshed subtab displays in the background.
JavaScript method that’s called upon completion of the method.
Enables a full refresh of the entire case feed.
Sample Code–Visualforce
<apex:page standardController= "Case" >
<A HREF= "#" onClick= "testRefreshSubtabByNameAndPrimaryTabId();return false" >
Click here to refresh a subtab by name and primary tab ID </A >
<apex:includeScript value= "/support/console/22.0/integration.js" />
<script type= "text/javascript" > function testRefreshSubtabByNameAndPrimaryTabId() {
//Get the value for 'mySubtab' and 'scc-pt-0' from the openSubtab method
//These values are for example purposes only var subtabName = 'mySubtab' ; var primaryTabId = 'scc-pt-0' ;
53
Methods for Primary Tabs and Subtabs refreshSubtabByNameAndPrimaryTabName() sforce.console.refreshSubtabByNameAndPrimaryTabId(subtabName, primaryTabId, true, refreshSuccess);
} var refreshSuccess = function refreshSuccess(result) {
//Report whether refreshing the subtab was successful if (result.success == true) { alert( 'Subtab refreshed successfully' );
} else { alert( 'Subtab did not refresh' );
}
};
</script >
</apex:page >
Note: To see this example in action, click the custom link on a case. For more information, see Define Custom Buttons and Links in the Salesforce help.
Response
This method is asynchronous, so it returns its response in an object in a callback method. The response object contains the following field:
Name
success
Type
boolean
Description
true
if the subtab refreshed successfully; false
if the subtab didn't refresh.
refreshSubtabByNameAndPrimaryTabName()
Refreshes a subtab with the last known URL with the specified name and primary tab name. This method can't refresh a subtab if the last known URL is an external page or a Visualforce page. This method is only available in API version 22.0 or later.
Syntax sforce.console.refreshSubtabByNameAndPrimaryTabName(
name
:String,
primaryTabName
:String,
active
:Boolean, (optional)
callback
:Function, (optional)
fullRefresh
:Boolean)
Arguments
Name
name primaryTabName
Type
string string
Description
Name of the subtab to refresh.
Name of the primary tab in which the subtab opened.
54
Methods for Primary Tabs and Subtabs refreshSubtabByNameAndPrimaryTabName()
Name
active callback fullRefresh
Type
boolean function boolean
Description
If true
, the refreshed subtab displays immediately. If false
, the refreshed subtab displays in the background.
JavaScript method that’s called upon completion of the method.
Enables a full refresh of the entire case feed.
Sample Code–Visualforce
<apex:page standardController= "Case" >
<A HREF= "#" onClick= "testRefreshSubtabByNameAndPrimaryTabName();return false" >
Click here to refresh a subtab by name and primary tab name </A >
<apex:includeScript value= "/support/console/22.0/integration.js" />
<script type= "text/javascript" > function testRefreshSubtabByNameAndPrimaryTabName() {
//Get the value for 'mySubtab' and 'myPrimaryTab' from the openSubtab method
//These values are for example purposes only var subtabName = 'mySubtab' ; var primaryTabName = 'myPrimaryTab' ; sforce.console.refreshSubtabByNameAndPrimaryTabName(subtabName, primaryTabName, true, refreshSuccess);
} var refreshSuccess = function refreshSuccess(result) {
//Report whether refreshing the subtab was successful if (result.success == true) { alert( 'Subtab successfully refreshed' );
} else { alert( 'Subtab did not refresh' );
}
};
</script >
</apex:page >
Note: To see this example in action, click the custom link on a case. For more information, see Define Custom Buttons and Links in the Salesforce help.
Response
This method is asynchronous, so it returns its response in an object in a callback method. The response object contains the following field:
Name
success
Type
boolean
Description
true
if the subtab refreshed successfully; false
if the subtab didn't refresh.
55
Methods for Primary Tabs and Subtabs reopenLastClosedTab()
reopenLastClosedTab()
Reopens the last closed primary tab, and any of its subtabs that were open, the moment it was closed. This method is only available in
API version 35.0 or later.
Syntax sforce.console.reopenLastClosedTab()
Arguments
Name
callback
Type
function
Description
JavaScript method called upon completion of the method.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/35.0/integration.js" />
<script type= "text/javascript" > var = callback = function (result) { if (result.success) { alert( 'Last tab was re-opened!' );
} else { alert( 'No tab was re-opened.' );
}
}; function reopenLastClosedTabTest() { sforce.console.reopenLastClosedTab(callback);
}
</script >
<A HREF= "#" onClick= "reopenLastClosedTabTest(); return false" >Re-open Last Closed Tab </A >
</apex:page >
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following field:
Name
success
Type
boolean
Description
true
if the tab was reopened, false
otherwise.
56
Methods for Primary Tabs and Subtabs resetSessionTimeOut()
resetSessionTimeOut()
Resets a session timeout on a Visualforce page so that users can continue working without being logged out. This method is only available in API version 24.0 or later.
For more information, see Modify Session Security Settings .
Syntax sforce.console.resetSessionTimeOut()
Arguments
None
Sample Code–Visualforce
<apex:page standardController= "Case" >
<A HREF= "#" onClick= "testResetSessionTimeOut();" >
Click here to reset session timeout </A >
<apex:includeScript value= "/support/console/24.0/integration.js" />
<script type= "text/javascript" > function testResetSessionTimeOut() { sforce.console.resetSessionTimeOut();
};
</script >
</apex:page >
Note:
To see this example in action, click the custom link on a case. For more information, see Define Custom Buttons and Links in the Salesforce help.
Response
None
setTabUnsavedChanges()
Sets the unsaved changes icon ( ) on subtabs to indicate unsaved data. This method is only available in API version 23.0 or later.
Syntax sforce.console.setTabUnsavedChanges(unsaved:
Boolean
, callback:
Function
,
(optional)subtabId:
String
)
57
Methods for Primary Tabs and Subtabs
Arguments
Name
unsaved callback subtabId
Type
boolean function string setTabUnsavedChanges()
Description
If true
, the tab is marked as having unsaved changes.
JavaScript method that’s called upon completion of the method.
The ID of the subtab that is marked as having unsaved changes.
This argument is only available in API version 25.0 or later.
Sample Code API Version 23.0 or Later–Visualforce
<apex:page standardController= "Case" >
<A HREF= "#" onClick= "testSetTabUnsavedChanges();return false" >
Click here to indicate this tab has unsaved changes </A >
<apex:includeScript value= "/support/console/23.0/integration.js" />
<script type= "text/javascript" > function testSetTabUnsavedChanges() { sforce.console.setTabUnsavedChanges(true, displayResult);
}; function displayResult(result) { if (result.success) { alert( 'Tab status has been successfully updated' );
} else { alert( 'Tab status couldn’t be updated' );
}
}
</script >
</apex:page >
Note:
To see this example in action, click the custom link on a case. For more information, see Define Custom Buttons and Links in the Salesforce help.
Response
This method returns its response in an object in a callback method. The response object contains the following field:
Name
success
Type
boolean
Description
true
if update was successful; false
if update wasn't successful.
Sample Code API Version 25.0 or Later–Visualforce
<apex:page standardController= "Case" >
<A HREF= "#" onClick= "testSetTabUnsavedChanges();return false" >
Click here to indicate this tab has unsaved changes </A >
58
Methods for Primary Tabs and Subtabs setTabIcon()
<apex:includeScript value= "/support/console/25.0/integration.js" />
<script type= "text/javascript" > function testSetTabUnsavedChanges() { sforce.console.getFocusedSubtabId(setTabDirty);
}; function setTabDirty(result) { sforce.console.setTabUnsavedChanges(true, displayResult, result.id);
}; function displayResult(result) { if (result.success) {
};
</script >
</apex:page > alert( 'Tab status has been successfully updated' );
} else { alert( 'Tab status couldn’t be updated' );
}
Note: This example is only set to run if the Visualforce page is inside an application-level custom component. For more information,
see Methods for Application-Level Custom Console Components on page 86.
Response
This method is asynchronous, so it returns its response in an object in a callback method. The response object contains the following field:
Name
success
Type
boolean
Description
true
if returning the focused subtab ID was successful; false
if if returning the focused subtab ID wasn't successful.
setTabIcon()
Sets an icon on the specified tab. If a tab is not specified, the icon is set on the enclosing tab. Use this method to customize a tab’s icon.
This method is only available in API version 28.0 or later.
Syntax sforce.console.setTabIcon(iconUrl:
String
, tabID:
String
, (optional)callback:
Function
)
Arguments
Name
iconUrl
Type
string
Description
A URL pointing to an image, which is used as the tab’s icon. If null or undefined, the tab’s default icon is used.
59
Methods for Primary Tabs and Subtabs setTabIcon()
Name
tabId callback
Type
string function
Description
The ID of the tab on which to set the icon. If null or undefined, the enclosing tab’s
ID is used.
JavaScript method that’s called upon completion of the method.
Sample Code–Visualforce
<apex:page >
<A HREF= "#" onClick= "testSetTabIcon();return false" >
Click here to change the enclosing tab’s icon </A > <BR/ >
<A HREF= "#" onClick= "testResetTabIcon(); return false;" >
Click here to reset the enclosing tab’s icon </A >
<apex:includeScript value= "/support/console/28.0/integration.js" />
<script type= "text/javascript" > function checkResult(result) { if (result.success) { alert( 'Tab icon set successfully!' );
} else { alert( 'Tab icon cannot be set!' );
}
} function testSetTabIcon() { sforce.console.setTabIcon( 'http://host/path/to/your/icon.png' , null, checkResult);
} function testResetTabIcon() { sforce.console.setTabIcon(null, null, checkResult);
}
</script >
</apex:page >
Response
This method is asynchronous, so it returns its response in an object in a callback method. The response object contains the following field:
Name
success
Type
boolean
Description
true
if setting the tab’s icon was successful, false
if setting the tab’s icon wasn’t successful.
Note:
If this method is called without passing in a tab ID, the tab in which the Visualforce page is enclosed is used. If there isn’t an enclosing tab, the error message
Cannot get a workspace or view tab from the given ID
displays in the browser’s developer console.
60
Methods for Primary Tabs and Subtabs setTabLink()
setTabLink()
Sets a console tab’s URL attribute to the location of the tab’s content. Use this method to generate secure console URLs when users navigate to tabs displaying content outside of the Salesforce domain.This method is only available in API version 28.0 or later.
Syntax sforce.console.setTabLink((optional)callback:
Function
)
Arguments
Name
callback
Type
function
Description
JavaScript method that’s called upon completion of the method.
Sample Code–Visualforce
<apex:page standardController= "Account" >
<apex: detail />
<apex:includeScript value= "/support/console/28.0/integration.js" />
<script type= "text/javascript" > window.onload = function() { sforce.console.setTabLink();
};
</script >
</apex:page >
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following fields:
Name
success callback
Type
boolean function
Description
true
if the link was set successfully, false
if setting was unsuccessful.
JavaScript method that’s called upon completion of the method.
setTabStyle()
Sets a cascading style sheet (CSS) on the specified tab. If a tab is not specified, the CSS is set on the enclosing tab. Use this method to customize a tab’s look and feel. This method is only available in API version 28.0 or later.
61
Methods for Primary Tabs and Subtabs setTabStyle()
Syntax sforce.console.setTabStyle(style:
String
, tabId:
String
, (optional)callback:
Function
)
Arguments
Name
style tabId callback
Type
string string function
Description
A CSS specification string used to style the tab. If null or undefined, the tab’s default style is used.
The ID of the tab on which to set the style. If null or undefined, the enclosing tab’s
ID is used.
JavaScript method that’s called upon completion of the method.
Sample Code–Visualforce
<apex:page >
<A HREF= "#" onClick= "testSetTabStyle();return false" >
Click here to change the enclosing tab’s background color to red </A > <BR/ >
<A HREF= "#" onClick= "testResetTabStyle(); return false;" >
Click here to reset the enclosing tab’s style </A >
<apex:includeScript value= "/support/console/28.0/integration.js" />
<script type= "text/javascript" > function checkResult(result) { if (result.success) { alert( 'Tab style set successfully!' );
} else { alert( 'Tab style cannot be set!' );
}
} function testSetTabStyle() { sforce.console.setTabStyle( 'background:red;' , null, checkResult);
} function testResetTabStyle() { sforce.console.setTabStyle(null, null, checkResult);
}
</script >
</apex:page >
Response
This method is asynchronous, so it returns its response in an object in a callback method. The response object contains the following field:
62
Methods for Primary Tabs and Subtabs
Name
success
Type
boolean setTabTextStyle()
Description
true
if setting the tab’s style was successful, false
if setting the tab’s style wasn’t successful.
Note:
If this method is called without passing in a tab ID, the tab in which the Visualforce page is enclosed is used. If there isn’t an enclosing tab, the error message
Cannot get a workspace or view tab from the given ID
displays in the browser’s developer console.
setTabTextStyle()
Sets a cascading style sheet (CSS) on a specified tab’s text. If a tab is not specified, the CSS is set on the enclosing tab’s text. Use this method to customize a tab’s text style. This method is only available in API version 28.0 or later.
Syntax sforce.console. setTabTextStyle(style:
String
, tabID:
String
, (optional)callback:
Function
))
Arguments
Name
style tabId callback
Type
string string function
Description
A CSS specification string used to set a tab’s text style. If null or undefined, the tab’s default text style is used.
The ID of the tab on which to set the text style. If null or undefined, the enclosing tab’s ID is used.
JavaScript method that’s called upon completion of the method.
Sample Code–Visualforce
<apex:page >
<A HREF= "#" onClick= "testSetTabTextStyle();return false" >
Click here to change the enclosing tab’s text style </A > <BR/ >
<A HREF= "#" onClick= "testResetTabTextStyle(); return false;" >
Click here to reset the enclosing tab’s text style </A >
<apex:includeScript value= "/support/console/28.0/integration.js" />
<script type= "text/javascript" > function checkResult(result) { if (result.success) { alert( 'Tab text style set successfully!' );
} else { alert( 'Tab text style cannot be set!' );
}
}
63
Methods for Primary Tabs and Subtabs setTabTitle() function testSetTabTextStyle() { sforce.console.setTabTextStyle( 'color:blue;font-style:italic;' , null, checkResult);
} function testResetTabTextStyle() { sforce.console.setTabTextStyle(null, null, checkResult);
}
</script >
</apex:page >
Response
This method is asynchronous, so it returns its response in an object in a callback method. The response object contains the following field:
Name
success
Type
boolean
Description
true
if setting the tab’s text style was successful, false
if setting the tab’s text style wasn’t successful.
Note: If this method is called without passing in a tab ID, the tab in which the Visualforce page is enclosed is used. If there isn’t an enclosing tab, the error message
Cannot get a workspace or view tab from the given ID
displays in the browser’s developer console.
setTabTitle()
Sets the title of a primary tab or subtab. This method is only available in API version 20.0 or later.
Syntax sforce.console.setTabTitle(tabTitle:
String
, (optional)tabID:
String
)
Arguments
Name
tabTitle tabId
Type
string string
Description
Title of a primary tab or subtab.
The ID of the tab in which to set the title.
This argument is only available in API version 25.0 or later.
Sample Code–Visualforce API Version 20.0 or Later
<apex:page standardController= "Case" >
<A HREF= "#" onClick= "testSetTabTitle();return false" >
64
Methods for Primary Tabs and Subtabs setTabTitle()
Click here to change this tab 's title</A>
<apex:includeScript value= "/support/console/20.0/integration.js" />
<script type= "text/javascript" > function testSetTabTitle() {
//Set the current tab 's title sforce.console.setTabTitle( 'My New Title' );
}
</script >
</apex:page >
Note:
To see this example in action, click the custom link on a case. For more information, see Define Custom Buttons and Links in the Salesforce help.
Response
None
Sample Code–Visualforce API Version 25.0 or Later
<apex:page >
<A HREF= "#" onClick= "testSetTabTitle();return false" >
Click here to change the title of the focused primary tab </A >
<apex:includeScript value= "/support/console/25.0/integration.js" />
<script type= "text/javascript" > function testSetTabTitle() { sforce.console.getFocusedPrimaryTabId(function(result) {
}
</script >
</apex:page >
}); sforce.console.setTabTitle( 'My New Title' , result.id);
Note: This example is only set to run if the Visualforce page is inside an application-level custom component. For more information,
see Methods for Application-Level Custom Console Components on page 86.
Response
None
65
CHAPTER 4 Methods for Navigation Tabs
A Salesforce console displays a navigation tab from which users can select objects to view lists or home pages. Administrators choose the objects that users can access from a navigation tab. For more information, see “Salesforce Console Navigation Tab” and “Set up a
Salesforce Console App” in the online help.
IN THIS SECTION:
Focuses the browser on the navigation tab. This method is only available in API version 31.0 or later.
Returns all of the objects in the navigation tab. This method is only available in API version 31.0 or later.
Returns the selected object in the navigation tab. This method is only available in API version 31.0 or later.
Refreshes the selected navigation tab. This method is only available in API version 31.0 or later.
Sets the navigation tab with a specific ID or URL. This method is only available in API version 31.0 or later.
focusNavigationTab()
Focuses the browser on the navigation tab. This method is only available in API version 31.0 or later.
Syntax sforce.console.focusNavigationTab((optional)callback:
Function
)
Arguments
Name
callback
Type
function
Description
JavaScript method that’s called upon completion of the method.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/31.0/integration.js" />
<script type= "text/javascript" > var callback = function (result) {} if(result.success){
66
Methods for Navigation Tabs getNavigationTabs() alert( 'success' );
} else{ alert( 'Something is wrong.' );
}
}; sforce.console.focusNavigationTab(callback);
</script >
</apex:page >
Response
This method is asynchronous, so it returns its response in an object in a callback method. The response object contains the following field:
Name
success
Type
boolean
Description
true
if returning the object IDs was successful; false
otherwise.
getNavigationTabs()
Returns all of the objects in the navigation tab. This method is only available in API version 31.0 or later.
Syntax sforce.console.getNavigationTabs((optional)callback:
Function
)
Arguments
Name
callback
Type
function
Description
JavaScript method that’s called upon completion of the method.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/31.0/integration.js" />
<script type= "text/javascript" > var callback = function (result) { var id; if (result.success) { var tempItem = JSON.parse(result.items); for (var i = 0, len = tempItem.length; i < len; i++) { alert( 'Label:' +tempItem[i].label+ 'listViewURl:' +tempItem[i].listViewUrl+ 'navTabid:'
67
Methods for Navigation Tabs getSelectedNavigationTab()
+tempItem[i].navigationTabId+ 'Selected ' +tempItem[i].selected);
}
} else { alert( 'something is wrong!' );
}
}; sforce.console.getNavigationTabs(callback);
</script >
</apex:page >
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following fields:
Name
menuItems success
Type
object boolean
Description
The IDs of objects in the navigation tab.
true
if returning the IDs of objects in the navigation tab was successful, false otherwise.
getSelectedNavigationTab()
Returns the selected object in the navigation tab. This method is only available in API version 31.0 or later.
Syntax sforce.console.getSelectedNavigationTab((optional)callback:
Function
)
Arguments
Name
callback
Type
function
Description
JavaScript method that’s called upon completion of the method.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/31.0/integration.js" />
<script type= "text/javascript" > var callback = function (result) {} if (result.success) { alert( 'the navigation tab id is ' + result.navigationTabId + ' and navigation url is ' + result.listViewUrl);
68
Methods for Navigation Tabs refreshNavigationTab()
} else { alert( 'something is wrong!' );
}
}; sforce.console.getSelectedNavigationTab(callback);
</script >
</apex:page >
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following fields:
Name
navigationTabId listViewUrl label selected success
Type
string object object boolean boolean
Description
The object ID of the selected object.
The list view URL of the selected object.
The label of the selected object.
true
if returning the selected field of the object was successful, false
otherwise.
true
if returning the object IDs was successful, false
otherwise.
refreshNavigationTab()
Refreshes the selected navigation tab. This method is only available in API version 31.0 or later.
Syntax sforce.console.refreshNavigationTab((optional)callback:
Function
)
Arguments
Name
callback
Type
function
Description
JavaScript method that’s called upon completion of the method.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/31.0/integration.js" />
<script type= "text/javascript" > var callback = function (result) {} if(result.success){
69
Methods for Navigation Tabs setSelectedNavigationTab() alert( 'success' );
} else{ alert( 'Something is wrong.' );
}
}; sforce.console.refreshNavigationTab(callback);
</script >
</apex:page >
Response
This method is asynchronous, so it returns its response in an object in a callback method. The response object contains the following field:
Name
success
Type
boolean
Description
true
if refreshing the navigation tab was successful, false
otherwise.
setSelectedNavigationTab()
Sets the navigation tab with a specific ID or URL. This method is only available in API version 31.0 or later.
Syntax sforce.console.setSelectedNavigationTab((optional)callback, navigatorTabId:(optional)
string
, url:(optional)
string
)
Arguments
Name
callback navigatorTabId url
Type
function string string
Description
JavaScript method that’s called upon completion of the method.
The ID of the navigation tab to be selected.
The URL of the navigation tab to be selected.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/31.0/integration.js" />
<script type= "text/javascript" > var callback = function (result) {} if (result.success) { alert( 'Successful' );
} else {
70
Methods for Navigation Tabs setSelectedNavigationTab() alert( 'something is wrong!' );
}
}; sforce.console.setSelectedNavigationTab(callback, 'nav-tab-4' );
</script >
</apex:page >
Response
This method is asynchronous, so it returns its response in an object in a callback method. The response object contains the following field:
Name
success
Type
boolean
Description
true
if setting the navigation tab with a specific ID or URL was successful, false otherwise.
71
CHAPTER 5 Methods for Computer-Telephony
Integration (CTI)
Salesforce Call Center seamlessly integrates Salesforce with Computer-Telephony Integration systems. Whether developers create a CTI system with Open CTI or the CTI Toolkit, console users access telephony features through a SoftPhone, which is a call-control tool that appears in the footer of a console. For more information, see “Salesforce Open CTI” and “Salesforce Call Center” in the Salesforce Help.
IN THIS SECTION:
Fires an event that notifies a call has begun. Use to get information or send information between an interaction log and a custom console component. This method is only available in API version 31.0 or later.
Fires an event that notifies a call has ended. Use to get information or send information between an interaction log and a custom console component. This method executes when fireOnCallBegin()
is called first. This method is only available in API version 31.0 or later.
Calls the eventHandler
function registered with
. Use to get information or send information between
an interaction log and a custom console component.. This method is only available in API version 31.0 or later.
Returns the attached data of a call represented by the call object ID or null if there isn’t an active call. The data is returned in JSON format. This method is for computer-telephony integration (CTI); it’s only available in API version 24.0 or later.
Returns any active call object IDs in the order in which they arrived or null if there aren’t any active calls. This method is for computer-telephony integration (CTI); it’s only available in API version 24.0 or later.
Registers a function that is called when a call begins (comes in). This method is for computer-telephony integration (CTI); it’s only available in API version 24.0 or later.
Registers a function that is called when a call ends. This method is for computer-telephony integration (CTI); it’s only available in API version 24.0 or later.
Registers a function that is fired when an interaction log saves a call log. Use to get information or send information between an interaction log and a custom console component. This method is only available in API version 31.0 or later.
Registers a function that is fired when a message is sent with the sendCTIMessage()
. Use to get information or send information between an interaction log and a custom console component. This method is only available in API version 31.0 or later.
Sends a message to the CTI adapter or Open CTI. This method is for computer-telephony integration (CTI); it’s only available in API version 24.0 or later.
Sets the call data associated with a call object ID. Use to get information or send information between an interaction log and a custom console component.This method is only available in API version 31.0 or later.
72
Methods for Computer-Telephony Integration (CTI) fireOnCallBegin()
Sets call object IDs, in ascending order of arrival. This method is only available in API version 31.0 or later.
fireOnCallBegin()
Fires an event that notifies a call has begun. Use to get information or send information between an interaction log and a custom console component. This method is only available in API version 31.0 or later.
Syntax sforce.console.cti.fireOnCallBegin( callObjectId:
String
, callType:
String
, callLabel:
String
,
(optional)callback:
Function
)
Arguments
Name
callObjectId callType callLabel callback
Type
string string string function
Description
The object ID of the call.
String that specifies the call type, which must be internal
, inbound
or outbound
.
String that specifies a call as it appears in the Attach Call drop-down button. For example,
Call Label — Inbound Call 12:52:31 PM
.
JavaScript method called upon completion of the method.
Sample Code–Visualforce
<apex:page >
<A HREF= "#" onClick= "testFireOnCallBegin();return false" >
Click here to start a call </A >
<apex:includeScript value= "/support/console/31.0/integration.js" />
<script type= "text/javascript" > function testFireOnCallBegin() { sforce.console.cti.fireOnCallBegin( 'call.794937' , 'outbound' , 'label 1' );
}
</script >
</apex:page >
Response
This method is asynchronous, so it returns its response in an object in a callback method. The response object contains the following field:
73
Methods for Computer-Telephony Integration (CTI)
Name
success
Type
boolean
Description
true
if firing the event is successful, false
otherwise.
fireOnCallEnd()
fireOnCallEnd()
Fires an event that notifies a call has ended. Use to get information or send information between an interaction log and a custom console component. This method executes when fireOnCallBegin()
is called first. This method is only available in API version 31.0 or later.
Syntax sforce.console.cti.fireOnCallEnd( callObjectId:
String
, callDuration:
Number
, callDisposition:
String
, (optional)callback:
Function
)
Arguments
Name
callObjectId callDuration callDisposition callback
Type
string number string function
Description
The object ID of the call.
Number specifying the duration of the call.
String representing the call’s disposition, such as call successful, left voicemail, or disconnected.
JavaScript method called upon completion of the method.
Sample Code–Visualforce
<apex:page >
<A HREF= "#" onClick= "testFireOnCallEnd();return false" >
Click here to end a call </A >
<apex:includeScript value= "/support/console/31.0/integration.js" />
<script type= "text/javascript" > function testFireOnCallEnd() {
//Here, 'call.1' refers to a call that is in progress.
sforce.console.cti.fireOnCallEnd( 'call.1' , 60, 'Set Appointment' );
}
</script >
</apex:page >
74
Methods for Computer-Telephony Integration (CTI) fireOnCallLogSaved()
Response
This method is asynchronous, so it returns its response in an object in a callback method. The response object contains the following field:
Name
success
Type
boolean
Description
true
if firing the event is successful, false
otherwise.
fireOnCallLogSaved()
Calls the eventHandler
function registered with
. Use to get information or send information between
an interaction log and a custom console component.. This method is only available in API version 31.0 or later.
Syntax sforce.console.cti.fireOnCallLogSaved( id:
String
, (optional)callback:
Function
)
Arguments
Name
id callback
Type
string function
Description
The object ID of the saved call log.
JavaScript method called upon completion of the method.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/31.0/integration.js" />
<script type= "text/javascript" > var MyCallback = function (result) { alert( 'fireOnCallLogSaved was thrown: ' + result.success);
}; function testFireOnCallLogSaved() {
// Simulates that a call log was saved by passing the task object Id as input.
sforce.console.cti.fireOnCallLogSaved( '00Txx000003qf8u' , myCallback);
} var callback = function (result) { alert( 'Call Log was saved! Object Id saved is : ' + result.id);
}; sforce.console.cti.onCallLogSaved(callback);
</script >
75
Methods for Computer-Telephony Integration (CTI) getCallAttachedData()
<a href= "#" onClick= "testFireOnCallLogSaved();return false" >
Test fireOnCallLogSaved API!
</a >
</apex:page >
Response
This method is asynchronous, so it returns its response in an object in a callback method. The response object contains the following field:
Name
success
Type
boolean
Description
true
if firing the event is successful, false
otherwise.
getCallAttachedData()
Returns the attached data of a call represented by the call object ID or null if there isn’t an active call. The data is returned in JSON format.
This method is for computer-telephony integration (CTI); it’s only available in API version 24.0 or later.
Syntax sforce.console.cti.getCallAttachedData( callObjectId, getCallType, (optional) callback:
Function
)
Arguments
Name
callObjectId getCallType callback
Type
string boolean function
Description
The call object ID of the call that retrieves the attached data.
true
if the type of call is returned as either ‘INTERNAL,’ ‘INBOUND,’ or ‘OUTBOUND’; false
otherwise. This field is only available in API version 29.0 or later.
JavaScript method called upon completion of the method.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/29.0/integration.js" />
<script type= "text/javascript" >
/* Note: Open CTI needs to set call type to before getting it, and call type is
INTERNAL/INBOUND/OUTBOUND.
*/ var callback2 = function (result) { alert( 'Call attached data is ' + result.data + '\n Call Type is ' + result.type);
76
Methods for Computer-Telephony Integration (CTI) getCallObjectIds()
};
/* Retrieving call ID of first call that came in and
* calling getCallAttachedData() to retrieve call data.
*/ var callback1 = function (result) { if (result.ids && result.ids.length > 0) { sforce.console.cti.getCallAttachedData(result.ids[0], callback2,
{getCallType:true});
}
};
//Note that we are using the CTI submodule here function testGetCallAttachedData() { sforce.console.cti.getCallObjectIds(callback1);
};
</script >
<h1 >CTI </h1 >
<button onclick= "testGetCallAttachedData()" >getAttachedData </button >
</apex:page >
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following fields:
Name
data success type
Type
string boolean string
Description
The attached data of a call in JSON format.
true
if returning the attached data was successful; false
if returning the attached data wasn’t successful.
The type of call. Possible values are 'INTERNAL', 'INBOUND', and 'OUTBOUND'.
getCallObjectIds()
Returns any active call object IDs in the order in which they arrived or null if there aren’t any active calls. This method is for computer-telephony integration (CTI); it’s only available in API version 24.0 or later.
Syntax sforce.console.cti.getCallObjectIds( (optional) callback:
Function
)
77
Methods for Computer-Telephony Integration (CTI)
Arguments
Name
callback
Type
function
Description
JavaScript method called upon completion of the method.
onCallBegin()
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/24.0/integration.js" />
<script type= "text/javascript" > var callback = function (result) { alert( 'Active call object ids: ' + result.ids);
};
//Note that we are using the CTI submodule here sforce.console.cti.getCallObjectIds(callback);
</script >
</apex:page >
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following fields:
Name
ids success
Type
string boolean
Description
The call object IDs of active calls or null if no call is active.
true
if returning the active call object IDs was successful; false
if returning the active call object IDs wasn’t successful.
onCallBegin()
Registers a function that is called when a call begins (comes in). This method is for computer-telephony integration (CTI); it’s only available in API version 24.0 or later.
Syntax sforce.console.cti.onCallBegin( eventHandler:
Function
)
78
Methods for Computer-Telephony Integration (CTI)
Arguments
Name
eventHandler
Type
function
Description
JavaScript method called when a call begins.
onCallEnd()
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/24.0/integration.js" />
<script type= "text/javascript" > var callback = function (result) { alert( 'Call ' + result.id + 'Just came in!' );
};
//Note that we are using the CTI submodule here sforce.console.cti.onCallBegin(callback);
</script >
</apex:page >
Response
This method is asynchronous, so it returns its response in an object in a callback method. The response object contains the following field:
Name
id
Type
string
Description
The call object ID of the call which has begun.
onCallEnd()
Registers a function that is called when a call ends. This method is for computer-telephony integration (CTI); it’s only available in API version 24.0 or later.
Syntax sforce.console.cti.onCallEnd( eventHandler:
Function
)
Arguments
Name
eventHandler
Type
function
Description
JavaScript method called when a call ends.
79
Methods for Computer-Telephony Integration (CTI) onCallLogSaved()
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/24.0/integration.js" />
<script type= "text/javascript" > var callback = function (result) { var str = 'Call ' + result.id + ' ended! ' ; str += 'Call duration is ' + result.duration + '. ' ; str += 'Call disposition is ' + result.disposition; alert(str);
};
//Note that we are using the CTI submodule here sforce.console.cti.onCallEnd(callback);
</script >
</apex:page >
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following fields:
Name
id duration disposition
Type
string string string
Description
The call object ID of the call which has ended.
The duration of the call.
The disposition of the call.
onCallLogSaved()
Registers a function that is fired when an interaction log saves a call log. Use to get information or send information between an interaction log and a custom console component. This method is only available in API version 31.0 or later.
Syntax sforce.console.cti.onCallLogSaved( eventHandler:
Function
)
Arguments
Name
eventHandler
Type
function
Description
For a standard interaction log, eventHandler
is a function that is executed when a call log is saved. For a custom interaction log, eventHandler
is a function that is executed when the fireOnCallLogSaved
API is called in your Visualforce page.
80
Methods for Computer-Telephony Integration (CTI) onSendCTIMessage()
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/31.0/integration.js" />
<script type= "text/javascript" > var callback = function (result) { alert( 'Call Log was saved! Object Id saved is : ' + result.id);
}; sforce.console.cti.onCallLogSaved(callback);
</script >
<p >Registered onCallLogSaved listener...
</p >
</apex:page >
Response
This method is asynchronous, so it returns its response in an object in a callback method. The response object contains the following field:
Name
id
Type
string
Description
Call log object ID that was saved.
onSendCTIMessage()
Registers a function that is fired when a message is sent with the
. Use to get information or send information
between an interaction log and a custom console component. This method is only available in API version 31.0 or later.
Syntax sforce.console.cti.onSendCTIMessage( eventHandler:
Function
)
Arguments
Name
eventHandler
Type
function
Description
JavaScript method called when a message is sent with the sendCTIMessage() method.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/31.0/integration.js" />
<script type= "text/javascript" >
81
Methods for Computer-Telephony Integration (CTI) var callback = function (result) { alert( 'sendCTIMessage API sent the following message: ' + result.message);
}; sforce.console.cti.onSendCTIMessage(callback); function sendCTIMessage() { sforce.console.cti.sendCTIMessage( 'sending a message to CTI' );
}
</script >
<a href= "#" onClick= "sendCTIMessage();return false" >
Send a message to see your listener receiving it!
</a >
</apex:page >
Response
This method is asynchronous, so it returns its response in an object in a callback method. The response object contains the following field:
Name
message
Type
string
Description
The message that was sent with the sendCTIMessage()
method.
sendCTIMessage()
Sends a message to the CTI adapter or Open CTI. This method is for computer-telephony integration (CTI); it’s only available in API version
24.0 or later.
Syntax sforce.console.cti.sendCTIMessage( msg, (optional) callback:
Function
)
Arguments
Name
msg callback
Type
string function
Description
Message to send to the adapter.
JavaScript method called when the message is sent.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/24.0/integration.js" />
82 sendCTIMessage()
Methods for Computer-Telephony Integration (CTI) setCallAttachedData()
<script type= "text/javascript" > var callback = function (result) { if (result.success) { alert( 'CTI message was sent successfully!' );
} else { alert( 'CTI message was not sent successfully.' );
}
};
//Note that we are using the CTI submodule here sforce.console.cti.sendCTIMessage('/ANSWER?LINE_NUMBER= 1 ', callback);
</script >
</apex:page >
Response
This method is asynchronous, so it returns its response in an object in a callback method. The response object contains the following field:
Name
success
Type
boolean
Description
true
if sending the message was successful; false
if sending the message wasn’t successful.
setCallAttachedData()
Sets the call data associated with a call object ID. Use to get information or send information between an interaction log and a custom console component.This method is only available in API version 31.0 or later.
Syntax sforce.console.cti.setCallAttachedData( callObjectId:
String
, callData:
JSON string
callType:
String
, (optional)callback:
Functional
)
Arguments
Name
callObjectId callData callType callback
Type
string string string function
Description
The object ID of the call.
JSON string that specifies the data to attach to the call.
String that specifies the call type, such as internal
, inbound
, or outbound
.
JavaScript method called upon completion of the method.
83
Methods for Computer-Telephony Integration (CTI) setCallObjectIds()
Sample Code–Visualforce
<apex:page >
<A HREF= "#" onClick= "testSetCallAttachedData();return false" >
Click here to set call attached data </A >
<apex:includeScript value= "/support/console/31.0/integration.js" />
<script type= "text/javascript" > function testSetCallAttachedData() {
//callData must be a JSON string. We assume that your browser has
//access to a JSON library.
var callData = JSON.stringify({ "ANI" : "4155551212" , "DNIS" : "8005551212" });
}
</script >
</apex:page >
//Set the call attached data associated to call id 'call.1' sforce.console.cti.setCallAttachedData( 'call.1' , callData, 'outbound' );
Response
This method is asynchronous, so it returns its response in an object in a callback method. The response object contains the following field:
Name
success
Type
boolean
Description
true
if the event firing was successful; false
otherwise.
setCallObjectIds()
Sets call object IDs, in ascending order of arrival. This method is only available in API version 31.0 or later.
Syntax sforce.console.cti.setCallObjectIds( callObjectIds:
Array
, callback:
Function
)
Arguments
Name
callObjectId callback
Type
array function
Description
An array of string IDs specifying the calls to set.
JavaScript method called upon completion of the method.
84
Methods for Computer-Telephony Integration (CTI) setCallObjectIds()
Sample Code–Visualforce
<apex:page >
<A HREF= "#" onClick= "testSetCallObjectIds();return false" >
Click here to set call object Ids </A >
<apex:includeScript value= "/support/console/31.0/integration.js" />
<script type= "text/javascript" > function checkResult(result) { if (result.success) { alert( 'Call object ids set successfully!' );
} else { alert( 'Call object ids cannot be set!' );
}
} function testSetCallObjectIds() { sforce.console.cti.setCallObjectIds([ 'call.1' , 'call.2' , 'call.3' ], checkResult);
}
</script >
</apex:page >
Response
This method is asynchronous, so it returns its response in an object in a callback method. The response object contains the following field:
Name
success
Type
boolean
Description
true
if setting the call IDs was successful; false
otherwise.
85
CHAPTER 6 Methods for Application-Level Custom
Console Components
Custom console components let you customize, extend, or integrate the footer, sidebars, highlights panels, and interaction logs of a
Salesforce console using Visualforce, canvas apps, lookup fields, or related lists. Administrators can add components to either:
•
Page layouts to display content on specific pages
•
Salesforce console apps to display content across all pages and tabs
For more information, see “Console Components” in the Salesforce Help.
IN THIS SECTION:
Adds a browser tab title to a list of titles, which rotates every three seconds. This method is only available in API version 28.0 or later.
blinkCustomConsoleComponentButtonText()
Blinks a button’s text on an application-level custom console component that’s on a page. This method is only available in API version
25.0 or later.
isCustomConsoleComponentPoppedOut()
Determines if a custom console component is popped out from a browser. To use this method, multi-monitor components must be turned on. For more information, see “Turn On Multi-Monitor Components for a Salesforce Console” in the online help. This method is only available in API version 30.0 or later.
isCustomConsoleComponentWindowHidden()
Determines if the application-level custom console component window is hidden. This method is available in API versions 25.0
through 31.0.
isCustomConsoleComponentHidden()
Determines if the application-level custom console component window is hidden. This method is available in API version 32.0 and later. In API version 31.0 and earlier, this method was called isCustomConsoleComponentWindowHidden()
.
Determines if the page is in an application-level custom console component. This method is only available in API version 25.0 or later.
onCustomConsoleComponentButtonClicked()
Registers a function to call when a button is clicked on an application-level custom console component. This method is only available in API version 25.0 or later.
Registers a function to call when the focus of the browser changes to a different primary tab. This method is only available in API version 25.0 or later.
Removes a browser tab title from the list of titles, which rotates every three seconds. This method is only available in API version
28.0 or later.
Executes the selected macro in the macro widget. This method is only available in API version 36.0 or later.
86
Methods for Application-Level Custom Console Components addToBrowserTitleQueue()
scrollCustomConsoleComponentButtonText()
Scrolls a button’s text on an application-level custom console component that’s on a page. This method is only available in API version 25.0 or later.
Selects and displays a specific macro in the macro widget. This method is only available in API version 36.0 or later.
setCustomConsoleComponentButtonIconUrl()
Sets the button icon URL of an application-level custom console component that’s on a page. This method is only available in API version 25.0 or later.
setCustomConsoleComponentButtonStyle()
Sets the style of a button used to launch an application-level custom console component that’s on a page. This method is only available in API version 25.0 or later.
setCustomConsoleComponentButtonText()
Sets the text on a button used to launch an application-level custom console component that’s on a page. This method is only available in API version 25.0 or later.
setCustomConsoleComponentHeight()
Sets the window height of an application-level custom console component that’s on a page. This method is available in API version
32.0 or later.
setCustomConsoleComponentVisible()
Sets the window visibility of an application-level custom console component that’s on a page. This method is available in API version
32.0 and later. In API version 31.0 and earlier, this method was called setCustomConsoleComponentWindowVisible()
.
setCustomConsoleComponentWidth()
Sets the window width of an application-level custom console component that’s on a page. This method is available in API version
32.0 or later.
setCustomConsoleComponentPopoutable()
Sets a custom console component to be popped out or popped into a browser. To use this method, multi-monitor components must be turned on. For more information, see “Turn On Multi-Monitor Components for a Salesforce Console” in the online help. This method is only available in API version 30.0 or later.
setCustomConsoleComponentWindowVisible()
Sets the window visibility of an application-level custom console component that’s on a page. This method is available in API versions
25.0 through 31.0.
Shows or hides a console sidebar based on tabId
and region. This method is available in API version 33.0 or later.
addToBrowserTitleQueue()
Adds a browser tab title to a list of titles, which rotates every three seconds. This method is only available in API version 28.0 or later.
Syntax sforce.console.addToBrowserTitleQueue( title:
String
, callback:
Function
)
87
Methods for Application-Level Custom Console Components
Arguments
Name
title callback
Type
string function blinkCustomConsoleComponentButtonText()
Description
Browser tab title that is displayed.
JavaScript method that’s called upon completion of the method.
Sample Code–Visualforce
<apex:page >
<A HREF= "#" onClick= "testAddToBrowserTitleQueue();return false" >
Click here to enqueue a browser title </A >
<apex:includeScript value= "/support/console/28.0/integration.js" />
<script type= "text/javascript" > function testAddToBrowserTitleQueue() { var title = 'TestTitle' ; sforce.console.addToBrowserTitleQueue(title);
}
</script >
</apex:page >
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following fields:
Name
success callback
Type
boolean function
Description
If true
, the title was successfully added to the browser title queue. If false
, the title wasn’t added to the browser title queue.
JavaScript method that’s called upon completion of the method.
blinkCustomConsoleComponentButtonText()
Blinks a button’s text on an application-level custom console component that’s on a page. This method is only available in API version
25.0 or later.
Syntax sforce.console.blinkCustomConsoleComponentButtonText(alternateText:
String
, interval:number,
(optional)callback:
Function
)
88
Methods for Application-Level Custom Console Components
Arguments
Name
alternateText interval callback
Type
string number function isCustomConsoleComponentPoppedOut()
Description
The alternate text to display when the button text blinks.
Controls how often the text blinks in milliseconds.
JavaScript method that’s called upon completion of the method.
Sample Code–Visualforce
<apex:page >
<A HREF= "#" onClick= "testBlinkCustomConsoleComponentButtonText();return false" >
Click here to blink the button text on a custom console component </A >
<apex:includeScript value= "/support/console/25.0/integration.js" />
<script type= "text/javascript" > function testBlinkCustomConsoleComponentButtonText() {
//Blink the custom console component button text sforce.console.blinkCustomConsoleComponentButtonText( 'Hello World' , 10, function(result){
}
});
</script >
</apex:page > if (result.success) { alert( 'The text blinking starts!' );
} else { alert( 'Could not initiate the text blinking!' );
}
Response
This method is asynchronous, so it returns its response in an object in a callback method. The response object contains the following field:
Name
success
Type
boolean
Description
true
if blinking, the button text was successful; false
if blinking the button text wasn't successful.
isCustomConsoleComponentPoppedOut()
Determines if a custom console component is popped out from a browser. To use this method, multi-monitor components must be turned on. For more information, see “Turn On Multi-Monitor Components for a Salesforce Console” in the online help. This method is only available in API version 30.0 or later.
89
Methods for Application-Level Custom Console Components isCustomConsoleComponentWindowHidden()
Syntax sforce.console.isCustomConsoleComponentPoppedOut (callback:
Function
)
Arguments
Name
callback
Type
function
Description
JavaScript method that’s called upon completion of the method.
Sample Code–Visualforce
<apex:page >
<A HREF= "#" onClick= "checkPoppedOut(); return false;" >
Is this component popped out?
</A > <BR/ >
<apex:includeScript value= "/support/console/30.0/integration.js" />
<script type= "text/javascript" > function checkResult(result) { if (result.success) { alert( 'Is this component popped out: ' + result.poppedOut);
} else { alert( 'Error invoking this method. Check the browser developer console for more information.' );
}
} function checkPoppedOut() { sforce.console.isCustomConsoleComponentPoppedOut(checkResult);
}
</script >
</apex:page >
Response
This method is asynchronous, so it returns its response in an object in a callback method. The response object contains the following field:
Name
success poppedOut
Type
boolean boolean
Description
true
if returning the component’s pop out status was successful; false
otherwise.
true
if the component is popped out; false
otherwise.
isCustomConsoleComponentWindowHidden()
Determines if the application-level custom console component window is hidden. This method is available in API versions 25.0 through
31.0.
90
Methods for Application-Level Custom Console Components isCustomConsoleComponentWindowHidden()
Note: If this method is called from a popped out component in a Salesforce console where multi-montior components is turned on, nothing will happen. For more information, see “Turn On Multi-Monitor Components for a Salesforce Console” in the online help. Starting in API version 32.0, this method is no longer available and has been replaced by isCustomConsoleComponentHidden()
. For more information, see “ isCustomConsoleComponentHidden()
Syntax sforce.console.isCustomConsoleComponentWindowHidden((optional) callback:
Function
)
Arguments
Name
callback
Type
function
Description
JavaScript method called upon completion of the method.
Sample Code–Visualforce
<apex:page >
<A HREF= "#" onClick= "testIsCustomConsoleComponentWindowHidden();return false" >
Click here to check if the custom console component window is hidden </A >
<apex:includeScript value= "/support/console/25.0/integration.js" />
<script type= "text/javascript" > function testIsCustomConsoleComponentWindowHidden() { sforce.console.isCustomConsoleComponentWindowHidden(checkWindowVisibility);
} var checkWindowVisibility = function checkWindowVisibility(result) {
//Display the window visibility if (result.success) { alert( 'Is window hidden: ' + result.hidden);
} else { alert( 'Error!' );
}
}
</script >
</apex:page >
Response
This method is asynchronous, so it returns its response in an object in a callback method. The response object contains the following field:
91
Methods for Application-Level Custom Console Components
Name
hidden success
Type
boolean boolean isCustomConsoleComponentHidden()
Description
true
if the custom console component window is hidden; false
if the custom console component window is visible.
true
if returning the custom console component window visibility was successful; false
if returning the custom console component window visibility wasn't successful.
isCustomConsoleComponentHidden()
Determines if the application-level custom console component window is hidden. This method is available in API version 32.0 and later.
In API version 31.0 and earlier, this method was called isCustomConsoleComponentWindowHidden()
.
Syntax sforce.console.isCustomConsoleComponentHidden((optional) callback:
Function
)
Arguments
Name
callback
Type
function
Description
JavaScript method called upon completion of the method.
Sample Code–Visualforce
<apex:page >
<A HREF= "#" onClick= "testIsCustomConsoleComponentHidden();return false" >
Click here to check if the custom console component window is hidden </A >
<apex:includeScript value= "/support/console/32.0/integration.js" />
<script type= "text/javascript" > function testIsCustomConsoleComponentHidden() { sforce.console.isCustomConsoleComponentHidden(checkWindowVisibility);
} var checkWindowVisibility = function checkWindowVisibility(result) {
//Display the window visibility if (result.success) { alert( 'Is window hidden: ' + result.hidden);
} else { alert( 'Error!' );
}
}
</script >
92
Methods for Application-Level Custom Console Components isInCustomConsoleComponent()
</apex:page >
Response
This method is asynchronous, so it returns its response in an object in a callback method. The response object contains the following field:
Name
hidden success
Type
boolean boolean
Description
true
if the custom console component window is hidden; false
if the custom console component window is visible.
true
if the isCustomConsoleComponentHidden()
call was successful; false
if the isCustomConsoleComponentHidden()
call wasn’t successful.
isInCustomConsoleComponent()
Determines if the page is in an application-level custom console component. This method is only available in API version 25.0 or later.
Syntax sforce.console.isInCustomConsoleComponent((optional) callback:
Function
)
Arguments
Name
callback
Type
function
Description
JavaScript method called upon completion of the method.
Sample Code–Visualforce
<apex:page >
<A HREF= "#" onClick= "testIsInCustomConsoleComponent();return false" >
Click here to check if the page is in an app-level custom console component </A >
<apex:includeScript value= "/support/console/25.0/integration.js" />
<script type= "text/javascript" > function testIsInCustomConsoleComponent() { sforce.console.isInCustomConsoleComponent(checkInComponent);
} var checkInComponent = function checkInComponent(result) {
93
Methods for Application-Level Custom Console Components onCustomConsoleComponentButtonClicked()
};
//Check if in component alert( 'Is in custom console component: ' + result.inCustomConsoleComponent);
</script >
</apex:page >
Response
This method is asynchronous, so it returns its response in an object in a callback method. The response object contains the following field:
Name Type
inCustomConsoleComponent boolean success boolean
Description
true
if the page is in a custom console component; false
if the page isn’t in a custom console component.
true
if returning the page status was successful; false
if returning the page status wasn't successful.
onCustomConsoleComponentButtonClicked()
Registers a function to call when a button is clicked on an application-level custom console component. This method is only available in API version 25.0 or later.
Syntax sforce.console.onCustomConsoleComponentButtonClicked(eventHandler:
Function
)
Arguments
Name
callback
Type
function
Description
JavaScript method called when a button is clicked on a custom console component.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/25.0/integration.js" />
<script type= "text/javascript" > var eventHandler = function (result) { alert( 'The Custom Console Component button is clicked. The component ID is: ' + result.id +
' and the component window is: ' + (result.windowHidden ?
'hidden' :
94
Methods for Application-Level Custom Console Components onFocusedPrimaryTab()
'visible' ));
}; sforce.console.onCustomConsoleComponentButtonClicked(eventHandler);
</script >
</apex:page >
Event Handler Response
This method is asynchronous, so it returns its response in an object in a callback method. The response object contains the following field:
Name
id windowHidden
Type
string boolean
Description
The ID of the custom console component which includes the page.
true
if the custom console component window is hidden after the button is clicked; false
if the custom console component window is visible after the button is clicked.
onFocusedPrimaryTab()
Registers a function to call when the focus of the browser changes to a different primary tab. This method is only available in API version
25.0 or later.
Syntax sforce.console.onFocusedPrimaryTab(eventHandler:
Function
)
Arguments
Name
eventHandler
Type
function
Description
JavaScript method called when the focus of the browser changes to a different primary tab.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/25.0/integration.js" />
<script type= "text/javascript" > var eventHandler = function (result) { alert( 'Focus changed to a different primary tab. The primary tab ID is:'
95
Methods for Application-Level Custom Console Components removeFromBrowserTitleQueue()
+ result.id + 'and the object Id is:' + result.objectId);
}; sforce.console.onFocusedPrimaryTab(eventHandler);
</script >
</apex:page >
Event Handler Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following fields:
Name
id objectId
Type
string string
Description
The ID of the primary tab on which the browser is focused.
The object ID of the primary tab on which the browser is focused or null if no object exists.
removeFromBrowserTitleQueue()
Removes a browser tab title from the list of titles, which rotates every three seconds. This method is only available in API version 28.0 or later.
Syntax sforce.console.removeFromBrowserTitleQueue( title:
String
, callback:
Function
)
Arguments
Name
title callback
Type
string function
Description
Browser tab title to remove.
JavaScript method that’s called upon completion of the method.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/28.0/integration.js" />
<script type= "text/javascript" >
<A HREF= "#" onClick= "testAddToBrowserTitleQueue();return false" > {
Click here to enqueue a browser title </A >
<A HREF= "#" onClick= "testRemoveFromBrowserTitleQueue();return false" >
Click here to remove browser title </A >
96
Methods for Application-Level Custom Console Components runSelectedMacro() var title = 'TestTitle' ; function testAddToBrowserTitleQueue() { sforce.console.addToBrowserTitleQueue(title);
} function testRemoveFromBrowserTitleQueue() { sforce.console.removeFromBrowserTitleQueue(title);
}
</script >
</apex:page >
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following fields:
Name
success callback
Type
boolean function
Description
If true
, the title was successfully removed from the browser title queue. If false
, the title wasn’t removed from the browser title queue.
JavaScript method that’s called upon completion of the method.
runSelectedMacro()
Executes the selected macro in the macro widget. This method is only available in API version 36.0 or later.
Syntax sforce.console.runSelectedMacro ((optional)callback:
Function
)
Arguments
Name
callback
Type
function
Description
JavaScript method that is called when the method is completed
Sample Code–Visualforce
<apex:page >
<A HREF= "#" onClick= "executeInWidget();return false" >Click here to run a macro </A >
<apex:includeScript value= "/support/console/36.0/integration.js" />
<script type= "text/javascript" function runInWidget() { sforce.console.runSelectedMacro();
}
97
Methods for Application-Level Custom Console Components scrollCustomConsoleComponentButtonText()
</script >
</apex:page >
Response
This method is asynchronous, so it returns its response in an object in a callback method. The response object contains the following field:
Name
cause success
Type
string boolean
Description
Explanation of function failure, if applicable true
if running the macro was successful; false
otherwise
scrollCustomConsoleComponentButtonText()
Scrolls a button’s text on an application-level custom console component that’s on a page. This method is only available in API version
25.0 or later.
Syntax sforce.console.scrollCustomConsoleComponentButtonText(interval:number, pixelsToScroll:number, isLeftScrolling: boolean , (optional)callback:
Function
)
Arguments
Name
interval pixelsToScroll isLeftScrolling callback
Type
number number boolean function
Description
Controls how often the button text is scrolled in milliseconds.
Controls how many pixels the button text scrolls.
If true
, the text scrolls left. If false
, the text scrolls right.
JavaScript method that’s called upon completion of the method.
Tip:
Try to give buttons short names. Scrolling is limited to the width of the button. If a button name is too long, scrolling can restart before the name finishes displaying.
Sample Code–Visualforce
<apex:page >
<A HREF= "#" onClick= "testScrollCustomConsoleComponentButtonText();return false" >
Click here to scroll the button text on a custom console component </A >
98
Methods for Application-Level Custom Console Components selectMacro()
<apex:includeScript value= "/support/console/25.0/integration.js" />
<script type= "text/javascript" > function testScrollCustomConsoleComponentButtonText() {
//Scroll the custom console component button text from right to left sforce.console.scrollCustomConsoleComponentButtonText(500, 10, true, function(result){ if (result.success) {
}
</script >
</apex:page >
}
}); alert( 'The text scrolling starts!' );
} else { alert( 'Could not initiate the text scrolling!' );
Response
This method is asynchronous, so it returns its response in an object in a callback method. The response object contains the following field:
Name
success
Type
boolean
Description
true
if scrolling the button text was successful; false
if scrolling the button text wasn't successful.
selectMacro()
Selects and displays a specific macro in the macro widget. This method is only available in API version 36.0 or later.
Syntax sforce.console.selectMacro(macroId:String, (optional)callback:
Function
)
Arguments
Name
callback macroID
Type
function string
Description
JavaScript method that is called when the method is completed
ID of the macro that’s selected
99
Methods for Application-Level Custom Console Components setCustomConsoleComponentButtonIconUrl()
Sample Code–Visualforce
<apex:page >
<A HREF= "#" onClick= "openInWidget(‘0JZ00123456789A’);return false" >Click here to select a macro </A >
<apex:includeScript value= "/support/console/36.0/integration.js" />
<script type= "text/javascript" > function openInWidget(id) { sforce.console.selectMacro(id);
}
</script >
</apex:page >
Response
This method is asynchronous, so it returns its response in an object in a callback method. The response object contains the following field:
Name
cause success
Type
string boolean
Description
Explanation of function failure, if applicable true
if selecting the macro was successful; false
otherwise
setCustomConsoleComponentButtonIconUrl()
Sets the button icon URL of an application-level custom console component that’s on a page. This method is only available in API version
25.0 or later.
Syntax sforce.console.setCustomConsoleComponentButtonIconUrl(iconURL:
String
,
(optional)callback:
Function
)
Arguments
Name
iconUrl callback
Type
string function
Description
A URL that points to an image that’s used as a button to launch a custom console component.
JavaScript method that’s called upon completion of the method.
100
Methods for Application-Level Custom Console Components setCustomConsoleComponentButtonStyle()
Sample Code–Visualforce
<apex:page >
<A HREF= "#" onClick= "testSetCustomConsoleComponentButtonIconUrl();return false" >
Click here to set the custom console component button icon </A >
<apex:includeScript value= "/support/console/25.0/integration.js" />
<script type= "text/javascript" > function testSetCustomConsoleComponentButtonIconUrl() { sforce.console.setCustomConsoleComponentButtonIconUrl( 'http://imageserver/img.png' );
}
</script >
</apex:page >
Response
This method is asynchronous, so it returns its response in an object in a callback method. The response object contains the following field:
Name
success
Type
boolean
Description
true
if setting the button icon URL was successful; false
if setting the button icon URL wasn't successful.
setCustomConsoleComponentButtonStyle()
Sets the style of a button used to launch an application-level custom console component that’s on a page. This method is only available in API version 25.0 or later.
Syntax sforce.console.setCustomConsoleComponentButtonStyle(style:
String
, (optional)callback:
Function
)
Arguments
Name
style callback
Type
string function
Description
The style of a button used to launch a custom console component. The styles supported include font, font color, and background color. Font and font color isn’t available for Internet Explorer
®
7.
JavaScript method that’s called upon completion of the method.
101
Methods for Application-Level Custom Console Components setCustomConsoleComponentButtonText()
Sample Code–Visualforce
<apex:page >
<A HREF= "#" onClick= "testSetCustomConsoleComponentButtonStyle();return false" >
Click here to set the style of a button used to launch a custom console component </A >
<apex:includeScript value= "/support/console/25.0/integration.js" />
<script type= "text/javascript" > function testSetCustomConsoleComponentButtonStyle() { sforce.console.setCustomConsoleComponentButtonStyle( 'background:red;' );
}
</script >
</apex:page >
Response
This method is asynchronous, so it returns its response in an object in a callback method. The response object contains the following field:
Name
success
Type
boolean
Description
true
if setting the button style was successful; false
if setting the button style wasn't successful.
setCustomConsoleComponentButtonText()
Sets the text on a button used to launch an application-level custom console component that’s on a page. This method is only available in API version 25.0 or later.
Syntax sforce.console.setCustomConsoleComponentButtonText(text:
String
, (optional)callback:
Function
)
Arguments
Name
text callback
Type
string function
Description
Text that’s displayed on a button used to launch a custom console component.
JavaScript method that’s called upon completion of the method.
102
Methods for Application-Level Custom Console Components setCustomConsoleComponentHeight()
Sample Code–Visualforce
<apex:page >
<A HREF= "#" onClick= "testSetCustomConsoleComponentButtonText();return false" >
Click here to set the text on a button used to launch a custom console component </A >
<apex:includeScript value= "/support/console/25.0/integration.js" />
<script type= "text/javascript" > function testSetCustomConsoleComponentButtonText() {
//Change the custom console component button text to 'Hello World' sforce.console.setCustomConsoleComponentButtonText( 'Hello World' );
}
</script >
</apex:page >
Response
Name
success
Type
boolean
Description
true
if setting the button text was successful; false
if setting the button text wasn't successful.
setCustomConsoleComponentHeight()
Sets the window height of an application-level custom console component that’s on a page. This method is available in API version 32.0
or later.
Note: If this method is called from a popped out component in a Salesforce console where multi-monitor components is turned on, nothing will happen. For more information, see “Turn On Multi-Monitor Components for a Salesforce Console” in the Salesforce
Help.
Syntax sforce.console.setCustomConsoleComponentHeight( height:
number
, (optional)callback:
Function
)
Arguments
Name
height callback
Type
number function
Description
The new height in pixels.
Javascript method called upon completion of the method.
103
Methods for Application-Level Custom Console Components setCustomConsoleComponentVisible()
Sample Code–Visualforce
<apex:page >
<A HREF= "#" onClick= "testSetCustomConsoleComponentHeight();return false" >
Click here to set the custom console component height to 100px </A >
<apex:includeScript value= "/support/console/32.0/integration.js" />
<script type= "text/javascript" > function testSetCustomConsoleComponentHeight() {
// Set the custom console component height sforce.console.setCustomConsoleComponentHeight(100);
}
</script >
</apex:page >
Response
This method is asynchronous, so it returns its response in an object in a callback method. The response object contains the following field:
Name
success
Type
boolean
Description
true
if the method call was successful; false
otherwise.
setCustomConsoleComponentVisible()
Sets the window visibility of an application-level custom console component that’s on a page. This method is available in API version
32.0 and later. In API version 31.0 and earlier, this method was called setCustomConsoleComponentWindowVisible()
.
Syntax sforce.console.setCustomConsoleComponentVisible(visible:
Boolean
,
(optional)callback:
Function
)
Arguments
Name
visible callback
Type
boolean function
Description
true
to make the custom console component window visible, false
to hide the custom console component window.
JavaScript method that’s called upon completion of the method.
104
Methods for Application-Level Custom Console Components setCustomConsoleComponentWidth()
Sample Code–Visualforce
<apex:page >
<A HREF= "#" onClick= "testSetCustomConsoleComponentVisible();return false" >
Click here to make the custom console component window visible </A >
<apex:includeScript value= "/support/console/32.0/integration.js" />
<script type= "text/javascript" > function testSetCustomConsoleComponentVisible() {
// Make the custom console component window visible sforce.console.setCustomConsoleComponentVisible(true);
}
</script >
</apex:page >
Response
Name
success
Type
boolean
Description
true
if setting the button window visibility was successful; false
if setting the button window visibility wasn't successful.
setCustomConsoleComponentWidth()
Sets the window width of an application-level custom console component that’s on a page. This method is available in API version 32.0
or later.
Note: If this method is called from a popped out component in a Salesforce console where multi-monitor components is turned on, nothing will happen. For more information, see “Turn On Multi-Monitor Components for a Salesforce Console” in the Salesforce
Help.
Syntax sforce.console.setCustomConsoleComponentWidth( width:
number
, callback:
Function
)
Arguments
Name
width callback
Type
number function
Description
The new width in pixels.
Javascript method called upon completion of the method.
105
Methods for Application-Level Custom Console Components setCustomConsoleComponentPopoutable()
Sample Code–Visualforce
<apex:page >
<A HREF= "#" onClick= "testSetCustomConsoleComponentWidth();return false" >
Click here to set the custom console component width to 100px </A >
<apex:includeScript value= "/support/console/32.0/integration.js" />
<script type= "text/javascript" > function testSetCustomConsoleComponentWidth() {
// Set the custom console component width sforce.console.setCustomConsoleComponentWidth(100);
}
</script >
</apex:page >
Response
This method is asynchronous, so it returns its response in an object in a callback method. The response object contains the following field:
Name
success
Type
boolean
Description
true
if the method call was successful; false
otherwise.
setCustomConsoleComponentPopoutable()
Sets a custom console component to be popped out or popped into a browser. To use this method, multi-monitor components must be turned on. For more information, see “Turn On Multi-Monitor Components for a Salesforce Console” in the online help. This method is only available in API version 30.0 or later.
Syntax sforce.console.setCustomConsoleComponentPopoutable(popoutable:
Boolean
,
(optional)callback:
Function
)
Arguments
Name
popoutable callback
Type
boolean function
Description
If true
, the component can be popped out or popped into a browser. If false
, the component cannot be popped out or popped into a browser.
JavaScript method that’s called upon completion of the method.
106
Methods for Application-Level Custom Console Components setCustomConsoleComponentWindowVisible()
Sample Code–Visualforce
<apex:page >
<A HREF= "#" onClick= "enablePopout(); return false;" >
Click here to enable pop out or pop in functionality </A > <BR/ >
<A HREF= "#" onClick= "disablePopout(); return false;" >
Click here to disable pop out or pop in functionality </A >
<apex:includeScript value= "/support/console/30.0/integration.js" />
<script type= "text/javascript" > function checkResult(result) { if (result.success) { alert( 'The method was successfully invoked.' );
} else { alert( 'Error while invoking this method. Check the browser developer console for more information.' );
}
} function enablePopout() { sforce.console.setCustomConsoleComponentPopoutable(true, checkResult);
} function disablePopout() { sforce.console.setCustomConsoleComponentPopoutable(false, checkResult);
}
</script >
</apex:page >
Response
This method is asynchronous, so it returns its response in an object in a callback method. The response object contains the following field:
Name
success
Type
boolean
Description
true
if enabling pop out or pop in functionality for the component was successful; false
otherwise.
setCustomConsoleComponentWindowVisible()
Sets the window visibility of an application-level custom console component that’s on a page. This method is available in API versions
25.0 through 31.0.
Note: If this method is called from a popped out component in a Salesforce console where multi-montior components is turned on, nothing will happen. For more information, see “Turn On Multi-Monitor Components for a Salesforce Console” in the Salesforce
Help. Starting in API version 32.0, this method is no longer available and has been replaced by setCustomConsoleComponentVisible()
. For more information, see
setCustomConsoleComponentVisible()
107
Methods for Application-Level Custom Console Components setSidebarVisible()
Syntax sforce.console.setCustomConsoleComponentWindowVisible(visible:
Boolean
,
(optional)callback:
Function
)
Arguments
Name
visible callback
Type
boolean function
Description
true
to make the custom console component window visible, false
to hide the custom console component window.
JavaScript method that’s called upon completion of the method.
Sample Code–Visualforce
<apex:page >
<A HREF= "#" onClick= "testSetCustomConsoleComponentWindowVisible();return false" >
Click here to make the custom console component window visible </A >
<apex:includeScript value= "/support/console/25.0/integration.js" />
<script type= "text/javascript" > function testSetCustomConsoleComponentWindowVisible() {
//Make the custom console component window visible sforce.console.setCustomConsoleComponentWindowVisible(true);
}
</script >
</apex:page >
Response
Name
success
Type
boolean
Description
true
if setting the button window visibility was successful; false
if setting the button window visibility wasn't successful.
setSidebarVisible()
Shows or hides a console sidebar based on tabId
and region. This method is available in API version 33.0 or later.
Syntax sforce.console.setSidebarVisible( visible:
Boolean
, (optional)tabId:
String
,
(optional)region:
String
, (optional)callback:
Function
)
108
Methods for Application-Level Custom Console Components
Arguments
Name
visible tabId region
Type
boolean string string callback function setSidebarVisible()
Description
true
to show the sidebar or false
to hide the sidebar.
The ID of the tab on which to show or hide the sidebar.
The region on the console where the sidebar is located, such as left or right, top or bottom. Regions are represented as:
•
sforce.console.Region.LEFT
•
sforce.console.Region.RIGHT
•
sforce.console.Region.TOP
•
sforce.console.Region.BOTTOM
JavaScript method called upon completion of the method.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/33.0/integration.js" />
<script type= "text/javascript" > var callback = function (result) { if (result.success) { alert( 'Congratulations!' );
}else { alert( 'something is wrong!' );
}
}; function setSidebarVisible() { sforce.console.setSidebarVisible(true, 'scc-st-1' ,sforce.console.Region.LEFT,callback);
}
</script >
<A HREF= "#" onClick= "setSidebarVisible(); return false" >SetSidebarToExpand </A >
</apex:page >
Response
This method is asynchronous, so it returns its response in an object in a callback method. The response object contains the following field:
Name
success
Type
boolean
Description
true
if the method call was successful; false
otherwise.
109
CHAPTER 7 Methods for Push Notifications
Push notifications are visual indicators on lists and detail pages in a console that show when a record or field has changed during a user’s session. For example, if two support agents are working on the same case, and one agent changes the
Priority
, a push notification appears to the other agent so he or she spots the change and doesn’t duplicate the effort.
When administrators set up a Salesforce console, they choose when push notifications display, and which objects and fields trigger push notifications. Developers can use push notification methods to customize push notifications beyond the default visual indicators supplied by Salesforce. For example, developers can use the methods below to create personalized notifications about objects accessible to specific console users, thereby eliminating the need for email notifications. For more information, see “Configure Push Notifications for a Salesforce Console” in the Salesforce Help.
Consider the following when using push notification methods:
•
Push notification listener response is only available for the objects and fields selected to trigger push notifications for a console.
•
When a Visualforce page includes a listener added by the addPushNotificationListener()
method, the page receives notifications. The listener receives notifications when there is an update by any user to the objects selected for triggering console push notifications and the current user has access to the modified record. This functionality is slightly different from push notifications set up in the Salesforce user interface in that:
–
Listeners receive update notifications for changes made by all users.
–
Listeners receive notifications when an object’s fields are updated or created, even if those fields aren’t selected to trigger push notifications; and the notifications don’t include details about what changed. For example, if
Status
on the Case object is set to trigger a push notification, but
Priority
on the Case object changes, a listener receives a notification that the case changed without specifying details.
–
Listeners don’t obey the
Choose How Lists Refresh
and
Choose How Detail Pages Refresh
push notifications settings in a Salesforce console.
–
The only way to stop receiving notifications is to remove listeners using the removePushNotificationListener() method.
•
Push notifications aren't available in the console in Professional Edition.
IN THIS SECTION:
Adds a listener for a push notification. A user can only register a listener once until he or she removes the listener, or the listener is removed by another user. This method is only available in API version 26.0 or later.
removePushNotificationListener()
Removes a listener that gets added for a push notification. This method is only available in API version 26.0 or later.
addPushNotificationListener()
Adds a listener for a push notification. A user can only register a listener once until he or she removes the listener, or the listener is removed by another user. This method is only available in API version 26.0 or later.
For more information on push notifications, see
Methods for Push Notifications
on page 110.
110
Methods for Push Notifications addPushNotificationListener()
Syntax sforce.console.addPushNotificationListener( objects: array, eventHandler:
Function
)
Arguments
Name
objects eventHandler
Type
array function
Description
Objects set to receive notifications.
JavaScript method called when there is a push notification.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/26.0/integration.js" />
<script type= "text/javascript" > var eventHandler = function (result) { alert( 'There is a push notification of object: ' + result.Id);
};
//Add a push notification listener for Case and Account sforce.console.addPushNotificationListener([ 'Case' , 'Account' ], eventHandler);
</script >
</apex:page >
Response
This method is asynchronous so it returns its response in an object in a callback method.
Name
id entityType
Type
LastModifiedById
Type
string string string string
Description
The object ID of the push notification.
The type of object included in the push notification. For example, Account or Contact.
Objects available for push notifications are determined by the administrator who set up a Salesforce console. For more information, see “Configure Push Notifications for a Salesforce Console” in the Salesforce online help.
The field of the object included in the push notification. For example, the
Account
Name
field on Account. Notifications occur when the field is either updated or created.
Fields on objects available for push notifications are determined by the administrator who set up a Salesforce console. For more information, see “Configure Push
Notifications for a Salesforce Console” in the Salesforce online help.
The user ID of the user who last modified the object in the push notification.
111
Methods for Push Notifications removePushNotificationListener()
removePushNotificationListener()
Removes a listener that gets added for a push notification. This method is only available in API version 26.0 or later.
For more information on push notifications, see
Methods for Push Notifications
on page 110.
Syntax sforce.console.removePushNotificationListener((optional) callback:
Function
)
Arguments
Name
callback
Type
function
Description
A function called when the removal of the push notification listener completes.
Sample Code–Visualforce
<apex:page standardController= "Case" >
<A HREF= "#" onClick= "testRemovePushNotification();return false" >
Click here to remove push notification </A >
<apex:includeScript value= "/support/console/26.0/integration.js" />
<script type= "text/javascript" > function testRemovePushNotification() { sforce.console.removePushNotificationListener(removeSuccess);
} var removeSuccess = function removeSuccess(result) {
//Report whether removing the push notification listener is successful if (result.success == true) {
};
</script >
</apex:page > alert( 'Removing push notification was successful' );
} else { alert( 'Removing push notification wasn' t successful ');
}
Response
This method is asynchronous so it returns its response in an object in a callback method.
Name
success
Type
boolean
Description
true
if removing the push notification listener was successful; false
if removing the push notification listener wasn’t successful.
112
CHAPTER 8 Methods for Console Events
JavaScript can be executed when certain types of events occur in a console, such as when a user closes a tab. The following standard events are supported:
Event Description Payload
sforce.console.ConsoleEvent.OPEN_TAB
Fired when a primary tab or subtab is opened.
Available in API version 30.0 or later.
•
id
— The ID of the opened tab.
•
objectId
— The object ID of the opened tab, if available.
sforce.console.ConsoleEvent.CLOSE_TAB
Fired when a primary tab or subtab with a specified ID in the additionalParams argument is closed. Or, fired when a primary tab or subtab with no specified ID is closed.
Available in API version 30.0 or later.
•
id
— The ID of the closed tab.
•
objectID
— The object ID of the closed tab, if available.
Note: For some objects (such as Email and
Case Comment), the tab is opened and closed immediately and no object ID is generated for the tab. In those cases, this field’s value is equal to the parent’s object
ID.
•
tabObjectId
— The object ID of the closed tab, if available.
Note: tabObjectId
is generally the same as objectID
. However, for tabs that close upon submission, no tabObjectId
is generated. In those cases, the value of this field is either empty or null. For an Email, the value is empty.
For a Case Comment, the value is null.
sforce.console.ConsoleEvent.CONSOLE_LOGOUT
Delays the execution of logging out of a console when a user clicks Logout. When
Logout is clicked:
1. An overlay appears, which tells a user that logout is in progress.
2. Callbacks are executed that have been registered by using sforce.console.ConsoleEvent.CONSOLE_LOGOUT
.
3. Console logout logic is executed.
None
If the callback contains synchronous blocking code, the console logout code isn’t executed until the blocking code is executed. As a best
113
Methods for Console Events
Event
addEventListener()
Description
practice, avoid synchronous blocking code or long code execution during logout.
Available in API version 31.0 or later.
Payload
IN THIS SECTION:
Adds a listener for a custom event type or a standard event type when the event is fired. This method adds a listener for custom event types in API version 25.0 or later; it adds a listener for standard event types in API version 30.0 or later.
Fires a custom event. This method is only available in API version 25.0 or later.
Removes a listener for a custom event type or a standard event type. This method removes a listener for custom event types in API version 25.0 or later; it removes a listener for standard event types in API version 30.0 or later.
addEventListener()
Adds a listener for a custom event type or a standard event type when the event is fired. This method adds a listener for custom event types in API version 25.0 or later; it adds a listener for standard event types in API version 30.0 or later.
For the list of standard events, see
Methods for Console Events on page 113.
Syntax sforce.console.addEventListener( eventType:
(optional)additionalParams:
Object
)
String
, eventListener:
Function
,
Arguments
Name
eventType eventListener additionalParams
Type
string function object
Description
Custom event type for which eventListener listens.
JavaScript method called when an eventType is fired.
Optional parameters accepted by this method. The supported properties on this object are tabId
: The ID of the tab to listen for the specified event.
This argument is only available in API version 30.0 or later.
114
Methods for Console Events addEventListener()
Sample Code API Version 25.0 or Later–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/25.0/integration.js" />
<script type= "text/javascript" > var listener = function (result) { alert( 'Message received from event: ' + result.message);
};
//Add a listener for the 'SampleEvent' event type sforce.console.addEventListener( 'SampleEvent' , listener);
</script >
</apex:page >
Response
This method is asynchronous, so it returns its response in an object in a callback method. The response object contains the following field:
Name
message
Type
string
Description
The message which is sent with the fired event.
If the response is from a custom keyboard shortcut, the message
includes the following information on which the browser is focused, in this order:
1. Object ID of the primary tab
2. ID of the primary tab
3. Object ID of the subtab
4. ID of the subtab
For more information, see “Customize Keyboard Shortcuts for a Salesforce Console” in the online help.
Sample Code API Version 30.0 or Later–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/30.0/integration.js" />
<script type= "text/javascript" > var onEnclosingPrimaryTabClose = function (result) { alert( 'The enclosing primary tab is about to be closed. Tab ID: ' + result.id
+ ', Object ID: ' + (result.objectId ? result.objectId : 'not available' ));
};
//Add a listener to handle the closing of the enclosing primary tab sforce.console.getEnclosingPrimaryTabId(function (result) { if (result.id) { sforce.console.addEventListener(sforce.console.ConsoleEvent.CLOSE_TAB, onEnclosingPrimaryTabClose, { tabId : result.id });
} else {
115
Methods for Console Events fireEvent()
}
});
</script >
</apex:page > alert( 'Could not find an enclosing primary TAB!' );
Response
This method is asynchronous, so it returns its response in an object in a callback method. The response object contains the following field:
Name
message
Type
string
Description
The message which is sent with the fired event.
If the response is from a console event, the message
includes payload details as described in
Methods for Console Events on page 113.
If the response is from a custom keyboard shortcut, the message
includes the following information on which the browser is focused, in this order:
1. Object ID of the primary tab
2. ID of the primary tab
3. Object ID of the subtab
4. ID of the subtab
For more information, see “Customize Keyboard Shortcuts for a Salesforce Console” in the online help.
fireEvent()
Fires a custom event. This method is only available in API version 25.0 or later.
Syntax sforce.console.fireEvent( eventType:
String
, message:
String
, (optional)callback:
Function
)
Arguments
Name
eventType message callback
Type
string string function
Description
The type of custom event to fire.
The message which is sent with the fired event.
JavaScript method called when the custom event is fired.
116
Methods for Console Events removeEventListener()
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/25.0/integration.js" />
<script type= "text/javascript" >
<A HREF= "#" onClick= "testFireEvent(); return false;" >
Click here to fire an event of type 'SampleEvent' </A > var callback = function(result) { if (result.success) { alert( 'The custom event is fired!' );
} else { alert( 'The custom event could not be fired!' );
}
}; function testFireEvent() {
//Fire an event of type 'SampleEvent' sforce.console.fireEvent( 'SampleEvent' , 'EventMessage' , callback);
}
</script >
</apex:page >
Response
This method is asynchronous, so it returns its response in an object in a callback method. The response object contains the following field:
Name
success
Type
boolean
Description
true
if firing the event is successful, false
if firing the event wasn’t successful.
removeEventListener()
Removes a listener for a custom event type or a standard event type. This method removes a listener for custom event types in API version 25.0 or later; it removes a listener for standard event types in API version 30.0 or later.
For the list of standard events, see
Methods for Console Events on page 113.
Syntax sforce.console.removeEventListener( eventType:
(optional)additionalParams:Object )
String
, eventListener:
Function
,
117
Methods for Console Events
Arguments
Name
eventType eventListener additionalParams
Type
string function object removeEventListener()
Description
Event type for which eventListener is removed.
Event listener to remove.
Optional parameters accepted by this method. The supported properties on this object are tabId
: The ID of the tab to remove the listener for the specified event.
This argument is only available in API version 30.0 or later.
Sample Code API Version 25.0 or Later–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/25.0/integration.js" />
<A HREF= "#" onClick= "testRemoveEventListener(); return false;" >
Click here to remove an event listener for the 'SampleEvent' event type </A >
<script type= "text/javascript" > var listener = function (result) { alert( 'Message received from event: ' + result.message);
};
//Add a listener for the 'SampleEvent' event type sforce.console.addEventListener( 'SampleEvent' , listener); function testRemoveEventListener() { sforce.console.removeEventListener( 'SampleEvent' , listener);
}
</script >
</apex:page >
Response
None
Sample Code API Version 30.0 or Later–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/30.0/integration.js" />
<A HREF= "#" onClick= "testRemoveEventListener(); return false;" >
Click here to remove an event listener for the console 'CLOSE_TAB' event type </A >
<script type= "text/javascript" > var tabId; var onEnclosingPrimaryTabClose = function (result) { alert( 'The enclosing primary tab is about to be closed. Tab ID: ' + result.id
118
Methods for Console Events removeEventListener()
+ ',
Object ID: ' + (result.objectId ? result.objectId : ' not available '));
};
//Add a listener to handle the closing of the enclosing primary tab sforce.console.getEnclosingPrimaryTabId(function (result) { if (result.id) { tabId = result.id; sforce.console.addEventListener(sforce.console.ConsoleEvent.CLOSE_TAB, onEnclosingPrimaryTabClose, { tabId : tabId });
} else { alert( 'Could not find an enclosing primary TAB!' );
}
}); function testRemoveEventListener() { sforce.console.removeEventListener(sforce.console.ConsoleEvent.CLOSE_TAB, onEnclosingPrimaryTabClose, { tabId : tabId });
}
</script >
</apex:page >
Response
None
119
CHAPTER 9 Methods for Live Agent
Live Agent lets you connect with customers or website visitors in real time through Web-based chat. For more information, see “Add
Live Agent to the Salesforce Console” in the Salesforce Help.
IN THIS SECTION:
Accepts a chat request. Available in API version 29.0 or later. This method isn't supported with Omni-Channel in API version 37.0 or later.
Indicates that a file transfer request has been canceled by an agent. Available in API version 31.0 or later.
Declines a chat request. Available in API version 29.0 or later. This method isn't supported with Omni-Channel in API version 37.0 or later.
Ends a chat in which an agent is currently engaged. Available in API version 29.0 or later.
Returns the string of text which is currently in the agent’s text input area in the chat log of a chat with a specific chat key. Available in API version 29.0 or later.
Returns the agent's current Live Agent status, such as Online, Away, or Offline. Available in API version 29.0 or later.
Returns the chat log of a chat associated with a specific chat key. Available in API version 29.0 or later.
Returns the chat keys of the chat requests that have been assigned to an agent. Available in API version 29.0 or later.
Returns the details of the chat associated with a specific chat key. Available in API version 29.0 or later.
Returns the details of the chat associated with a specific primary tab ID. Available in API version 29.0 or later.
Returns the chat keys of the chats in which the agent is currently engaged. Available in API version 29.0 or later.
Returns the maximum chat capacity for the current agent, as specified in the agent's assigned agent configuration. Available in API version 29.0 or later.
Initiates the process of transferring a file from a customer to an agent. Available in API version 31.0 or later.
Registers a function to call when an agent sends a chat message through the Salesforce console. This method intercepts the message and occurs before it is sent to the chat visitor. Available in API version 29.0 or later.
120
Methods for Live Agent
Registers a function to call when agents change their Live Agent status, such as from Online to Away. Available in API version 29.0
or later.
Registers a function to call when a chat visitor cancels a chat request. Available in API version 29.0 or later.
Registers a function to call when a chat becomes critical to answer or a waiting chat is answered. Available in API version 29.0 or later.
Registers a function to call when an agent declines a chat request. Available in API version 29.0 or later.
Registers a function to call when an engaged chat ends. Available in API version 29.0 or later.
Registers a function to call when an agent receives a chat request. Available in API version 29.0 or later.
Registers a function to call when an agent starts a new chat with a customer. Available in API version 29.0 or later.
Registers a function to call when an engaged chat is transferred out to another agent. Available in API version 29.0 or later.
Registers a function to call when an agent's capacity for accepting chats changes—for example, if an agent accepts a new chat, ends a currently engaged chat, or otherwise changes the number of chats to which they are assigned, or if a chat request is pushed to their chat queue. Available in API version 29.0 or later.
Registers a function to call when a custom event takes place during a chat. Available in API version 29.0 or later.
Registers a function to call when a file is transferred from a customer to an agent. Available in API version 31.0 or later.
Registers a function to call when a new message is sent from a customer, agent, or supervisor. Available in API version 29.0 or later.
Registers a function to call when the customer’s text in the chat window changes. If Sneak Peek is enabled, this function is called whenever the customer edits the text in the chat window. If Sneak Peek is not enabled, this function is called whenever a customer starts or stops typing in the chat window. Available in API version 29.0 or later.
Sends a custom event to the client-side chat window for a chat with a specific chat key. Available in API version 29.0 or later.
Sends a new chat message from the agent to a chat with a specific chat key. Available in API version 29.0 or later.
Sets the string of text in the agent’s text input area in the chat log of a chat with a specific chat key.Available in API version 29.0 or later.
Sets an agent's Live Agent status, such as Online, Away, or Offline. Available in API version 29.0 or later.
121
Methods for Live Agent acceptChat()
Methods for Live Agent Chat Visitors
There are a few methods available that you can use to customize the chat visitor experience for Live Agent in a custom Visualforce chat window.
acceptChat()
Accepts a chat request. Available in API version 29.0 or later. This method isn't supported with Omni-Channel in API version 37.0 or later.
Syntax sforce.console.chat.acceptChat(chatKey:String, (optional)callback:
Function
)
Arguments
Name
chatKey callback
Type
String function
Description
The chat key for the chat request you wish to accept.
JavaScript method called upon completion of the method.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/29.0/integration.js" />
<a href= "#" onClick= "testAcceptChat();return false;" >Accept Chat </a >
<script type= "text/javascript" > function testAcceptChat() {
//Get the value for 'myChatKey' from the getChatRequests() or onChatRequested() methods.
//These values are for example purposes only var chatKey = 'myChatKey' ; sforce.console.chat.acceptChat(chatKey, acceptSuccess);
} function acceptSuccess(result) {
//Report whether accepting the chat was succesful if (result.success == true) { alert( 'Accepting the chat was successful' );
}
};
</script >
</apex:page >
} else { alert( 'Accepting the chat was not successful' );
122
Methods for Live Agent cancelFileTransferByAgent()
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following properties:
Name
success
Type
Boolean
Description
true
if accepting the chat was successful; false
if accepting the chat wasn’t successful.
cancelFileTransferByAgent()
Indicates that a file transfer request has been canceled by an agent. Available in API version 31.0 or later.
Syntax sforce.console.chat.cancelFileTransferByAgent(chatKey:String, (optional)callback:
Function
)
Arguments
Name
chatKey callback
Type
String function
Description
The chat key for the chat for which the agent canceled the file transfer request.
JavaScript method that is called when the method is completed.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/31.0/integration.js" />
<a href= "#" onClick= "testCancelFileTransfer();return false;" >Cancel file transfer </a >
<script type= "text/javascript" > function testCancelFileTransfer() {
//Gets the value for 'myChatKey' from the getChatRequests() or onChatRequested() methods.
//These values are for example purposes only.
var chatKey = 'myChatKey' ; sforce.console.chat.cancelFileTransferByAgent(chatKey, fileSuccess);
} function fileSuccess(result) {
//Report whether canceling was successful if (result.success == true) { alert( 'Canceling file transfer was successful.' );
} else {
123
Methods for Live Agent declineChat()
}
};
</script >
</apex:page > alert( 'Canceling file transfer was not successful.' );
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following properties:
Name
success
Type
Boolean
Description
true
if canceling the file transfer request was successful; false
if canceling the file transfer request wasn’t successful.
declineChat()
Declines a chat request. Available in API version 29.0 or later. This method isn't supported with Omni-Channel in API version 37.0 or later.
Syntax sforce.console.chat.declineChat(chatKey:
String
, (optional)callback:
Function
)
Arguments
Name
chatKey callback
Type
String function
Description
The chat key for the request you wish to decline.
JavaScript method called upon completion of the method.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/29.0/integration.js" />
<a href= "#" onClick= "testDeclineChat();return false;" >Decline Chat </a >
<script type= "text/javascript" > function testDeclineChat() {
//Get the value for 'myChatKey' from the getChatRequests() or onChatRequested() methods.
//These values are for example purposes only var chatKey = 'myChatKey' ; sforce.console.chat.declineChat(chatKey, declineSuccess);
}
124
Methods for Live Agent function declineSuccess(result) {
//Report whether declining the chat was succesful if (result.success == true) { alert( 'Declining the chat was successful' );
}
};
</script >
</apex:page >
} else { alert( 'Declining the chat was not successful' );
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following properties:
Name
success
Type
Boolean
Description
true
if declining the event was successful; false
if declining the event wasn’t successful.
endChat()
Ends a chat in which an agent is currently engaged. Available in API version 29.0 or later.
Syntax sforce.console.chat.endChat(chatKey:
String
, (optional)callback:
Function
)
Arguments
Name
chatKey callback
Type
String function
Description
The chat key for the engaged chat you wish to end.
JavaScript method called upon completion of the method.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/29.0/integration.js" />
<a href= "#" onClick= "testEndChat();return false;" >End Chat </a >
<script type= "text/javascript" >
125 endChat()
Methods for Live Agent getAgentInput() methods.
function testEndChat() {
//Get the value for 'myChatKey' from the getEngagedChats() or onChatStarted()
//These values are for example purposes only var chatKey = 'myChatKey' ; sforce.console.chat.endChat(chatKey, endSuccess);
} function endSuccess(result) {
//Report whether ending the chat was succesful if (result.success == true) { alert( 'Ending the chat was successful' );
} else { alert( 'Ending the chat was not successful' );
}
};
</script >
</apex:page >
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following properties:
Name
success
Type
Boolean
Description
true
if ending the chat was successful; false
if ending the chat wasn’t successful.
getAgentInput()
Returns the string of text which is currently in the agent’s text input area in the chat log of a chat with a specific chat key. Available in
API version 29.0 or later.
Syntax sforce.console.chat.getAgentInput(chatKey:
String
, callback:
Function
)
Arguments
Name
chatKey callback
Type
String function
Description
The chatKey
associated with the chat for which to retrieve the agent’s input text.
JavaScript method called upon completion of the method.
126
Methods for Live Agent getAgentState()
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/29.0/integration.js" />
<a href= "#" onClick= "testGetAgentInput();" >Get Agent Input </a >
<script type= "text/javascript" > function testGetAgentInput() {
//Get the value for 'myChatKey' from the sforce.console.chat.getDetailsByPrimaryTabId() or other chat methods.
//These values are for example purposes only var chatKey = 'myChatKey' ; sforce.console.chat.getAgentInput(chatKey, getAgentInputSuccess);
} function getAgentInputSuccess(result) {
//Report whether getting the agent 's input was successful if (result.success == true) {
} else { alert( 'Getting the agent input was not successful' );
} agentInput = result.text; alert( 'The text in the agent input is: ' + agentInput);
};
</script >
</apex:page >
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following properties:
Name
text success
Type
String
Boolean
Description
The text that is currently in an agent’s text input area.
true
if getting the agent’s input was successful; false
if getting the agent’s input wasn’t successful.
getAgentState()
Returns the agent's current Live Agent status, such as Online, Away, or Offline. Available in API version 29.0 or later.
Syntax sforce.console.chat.getAgentState(callback:
Function
)
127
Methods for Live Agent
Arguments
Name
callback getChatLog()
Type
function
Description
JavaScript method called upon completion of the method.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/29.0/integration.js" />
<a href= "#" onClick= "testGetAgentState();return false;" >Get Agent State </a >
<script type= "text/javascript" > function testGetAgentState() { sforce.console.chat.getAgentState(function(result) { if (result.success) { alert( 'Agent State:' + result.state);
} else { alert( 'getAgentState has failed' );
}
});
}
</script >
</apex:page >
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following properties:
Name
state success
Type
String
Boolean
Description
String representing the current agent state—for example, Online, Away, or Offline.
true
if getting the agent’s Live Agent status was successful; false
if getting the agent’s Live Agent status wasn’t successful.
getChatLog()
Returns the chat log of a chat associated with a specific chat key. Available in API version 29.0 or later.
Syntax sforce.console.chat.getChatLog(chatKey:
String
, callback:
Function
)
128
Methods for Live Agent
Arguments
Name
chatKey callback
Type
String function
Description
The chatKey
associated with the chat for which to retrieve the chat log.
JavaScript method called upon completion of the method.
getChatLog()
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/29.0/integration.js" />
<a href= "#" onClick= "testGetChatLog();" >Get Chat Log </a >
<script type= "text/javascript" > function testGetChatLog() {
//Get the value for 'myChatKey' from the sforce.console.chat.getDetailsByPrimaryTabId() or other chat methods.
//These values are for example purposes only var chatKey = 'myChatKey' ; sforce.console.chat.getChatLog(chatKey, getChatLogSuccess);
} function getChatLogSuccess(result) {
//Report whether getting the chat log was succesful if (result.success == true) { chatLogMessage = result.messages[0].content; alert( 'The first message in this chatLog is: ' + chatLogMessage);
} else { alert( 'Getting the chat log was not successful' );
}
};
</script >
</apex:page >
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following fields:
Name
customEvents
Type Description
Array of
objects
An array of custom event objects representing the custom events that occurred during a chat.
129
Methods for Live Agent
Name
messages success getChatRequests()
Type
Array of
objects
Boolean
Description
An array of chat message objects containing all of the chat messages from the chat log.
true
if getting the chat log was successful; false
if getting the chat log wasn’t successful.
customEvent
The customEvent
object contains a single event from the chat log and the following properties:
Property
source type data timestamp
Type
String
String
String
Date/Time
Description
The person who initiated the custom event, either the chat visitor or the agent.
The type of custom event that occurred.
The data of the custom event that was sent to the chat; corresponds to the data argument of the liveagent.chasitor.sendCustomEvent()
method used to send this event from the chat window.
The date and time a custom event was received.
message
The message
object contains a single chat message from the chat log and the following properties:
Property
content name type timestamp
Type
String
String
String
Date/Time
Description
The text content of a message in the chat log.
The name of the user who sent the message in the chat log. This appears exactly as it is displayed in the chat log.
The type of message that was received, such as Agent or Visitor.
The date and time the chat message was received.
getChatRequests()
Returns the chat keys of the chat requests that have been assigned to an agent. Available in API version 29.0 or later.
Syntax sforce.console.chat.getChatRequests(callback:
Function
)
130
Methods for Live Agent
Arguments
Name
callback getDetailsByChatKey()
Type
function
Description
JavaScript method called upon completion of the method.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/29.0/integration.js" />
<a href= "#" onClick= "testGetChatRequests();return false;" >Get Chat Requests </a >
<script type= "text/javascript" > function testGetChatRequests() { sforce.console.chat.getChatRequests(function(result) { if (result.success) { alert( 'Number of Chat Requests ' + result.chatKey.length);
} else { alert( 'getChatRequests has failed' );
}
});
}
</script >
</apex:page >
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following properties:
Name
chatKey success
Type
Array
Boolean
Description
Array of chatKey
values, one for each of the current chat requests.
true
if getting chat requests was successful; false
if getting chat requests wasn’t successful.
getDetailsByChatKey()
Returns the details of the chat associated with a specific chat key. Available in API version 29.0 or later.
Syntax sforce.console.chat.getDetailsByChatKey(chatKey:
String
, callback:
Function
)
131
Methods for Live Agent
Arguments
Name
chatKey callback
Type
String function getDetailsByChatKey()
Description
The chatKey
associated with the chat for which to retrieve details.
JavaScript method called upon completion of the method.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/29.0/integration.js" />
<a href= "#" onClick= "testGetDetailsByChatKey();" >Get Chat Details </a >
<script type= "text/javascript" > function testGetDetailsByChatKey() {
//Get the value for 'myChatKey' from the sforce.console.chat.getDetailsByPrimaryTabId() or other chat methods.
//These values are for example purposes only var chatKey = 'myChatKey' ; sforce.console.chat.getDetailsByChatKey(chatKey, getDetailsSuccess);
} function getDetailsSuccess(result) {
//Report whether accepting the chat was succesful if (result.success == true) { ipAddress = result.details.ipAddress; alert( 'The Visitor IP Address for this chat is: ' + ipAddress);
} else { alert( 'Getting the details was not successful' );
}
};
</script >
</apex:page >
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following properties:
Name
primaryTabId
success
Type
String
Object
Boolean
Description
The ID of the primary tab associated with the chat.
An object that contains all the details for a chat associated with a particular primary tab.
true
if retrieving the details was successful; false
if retrieving the details wasn’t successful.
132
Methods for Live Agent getDetailsByChatKey()
details
The details
object contains the following properties:
Property
acceptTime breadcrumbs chatKey customDetails
ipAddress isEnded isEngaged isPushRequest isTransferringOut liveChatButtonId
Type
Date/Time
Array of
objects
String
Array of
objects
Object
Description
The date and time an agent accepted the chat request.
An array of breadcrumb
objects representing a list of Web pages visited by the visitor before and during the chat.
The chat key associated with the chat.
An array of customDetail
objects that represent custom details that have been passed in to this chat via the Deployment API or Pre-Chat Form API.
String
Boolean
Boolean
Boolean
Boolean
String liveChatDeploymentId
String name
String requestTime
Date/Time
Object
An object representing the details of a chat visitor’s location, derived from a geoIP lookup on the chat visitor's IP address.
The IP address of the chat visitor in dot-decimal format.
Specifies whether a chat has ended ( true
) or not ( false
).
Specifies whether a chat is currently engaged ( true
) or not ( false
).
Specifies whether a chat was routed to an agent through a push-based routing method such as Least Active or Most Available ( true
) or not ( false
).
Specifies whether a chat is currently in the process of being transferred to another agent ( true
) or not ( false
).
The 15-digit record ID for the chat button from which the chat request originated.
The 15-digit record ID for the deployment from which the chat request originated.
The name of the chat visitor.
The date and time the chat was requested.
An object containing information about the visitor's web browser.
breadcrumb
A breadcrumb represents a Web page viewed by a chat visitor. The breadcrumb
object contains the following properties:
Property
location time
Type
String
Date/Time
Description
The URL of a Web page viewed by a chat visitor.
The date and time a chat visitor visited a specific breadcrumb URL.
133
Methods for Live Agent getDetailsByChatKey()
customDetail
Custom details are details have been passed into the chat through the Deployment API or Pre-Chat Form API. The customDetail object contains the following properties:
Property
label value
transcriptFields entityMaps
Type
String
String
Description
The name of the custom detail as specified in the Deployment API or Pre-Chat Form
API.
The value of the custom detail as specified in the Deployment API or Pre-Chat Form
API.
Array of Strings The names of fields where the customer’s details on the chat transcript are saved.
Array of
objects
An array of pre-created records used for mapping custom detail information.
entityMap
Entities are records that are created when a customer starts a chat with an agent. You can use the API to auto-populate these records with customer details. The entityMap
object contains the following properties:
Property
entityName fieldName isFastFillable isAutoQueryable isExactMatchable
Type
String
String
Boolean
Boolean
Boolean
Description
The record to search for or create.
The name of the field associated with the details.
Specifies whether the value can be used to populate the field when an agent creates or edits a record ( true
) or not ( false
) (Live Agent console only).
If you’re using the Live Agent console, specifies whether to perform a a SOSL query
(in the Live Agent console) ( true
) or not ( false
) to find records with a fieldName
containing the value.
If you’re using the Salesforce console, specifies whether to perform a SOQL query
(in the Salesforce console) ( true
) or not ( false
) to find records with a fieldName
containing the value.
Specifies whether to only search for records that have fields exactly matching the field fieldName
( true
) or not ( false
).
geoLocation
The geoLocation
object represents the details of a chat visitor’s location. It contains the following properties:
Property
city
Type
String
Description
The name of the chat visitor’s city.
134
Methods for Live Agent
Property
countryCode countryName latitude longitude organization region
Type
String
String
String
String
String
String getDetailsByPrimaryTabId()
Description
The two-digit ISO-3166 country code for the chat visitor's country.
The name of chat visitor’s country.
The chat visitor's approximate latitude.
The chat visitor's approximate longitude.
The organization name of the chat visitor's internet service provider.
The chat visitor’s region, such as state or province.
visitorInfo
The visitorInfo
object represents information about the visitor's web browser. It contains the following properties:
Property
browserName language originalReferrer screenResolution sessionKey
Type
String
String
String
String
String
Description
The name and version of the chat visitor's web browser.
The language of the chat visitor's web browser.
The original URL of the Web page from which the chat visitor requested a chat.
The screen resolution of the chat visitor's computer, as passed by the chat visitor’s browser.
the sessionKey of the visitor which will ultimately be stored on the LiveChatVisitor record as a unique reference to this live chat visitor
getDetailsByPrimaryTabId()
Returns the details of the chat associated with a specific primary tab ID. Available in API version 29.0 or later.
Syntax sforce.console.chat.getDetailsByPrimaryTabId(primaryTabId:String, callback:
Function
)
Arguments
Name
primaryTabId callback
Type
String function
Description
The ID of the primary tab associated with the chat for which to retrieve details.
JavaScript method called upon completion of the method.
135
Methods for Live Agent getDetailsByPrimaryTabId()
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/29.0/integration.js" />
<a href= "#" onClick= "testGetDetailsByPrimaryTabId();" >Get Chat Details </a >
<script type= "text/javascript" > function testGetDetailsByPrimaryTabId() {
//Get the value for 'myPrimaryTabId' from the getPrimaryTabIds() or getEnclosingPrimaryTabId() methods.
//These values are for example purposes only var primaryTabId = 'myPrimaryTabId' ; sforce.console.chat.getDetailsByPrimaryTabId(primaryTabId, getDetailsSuccess);
} function getDetailsSuccess(result) {
//Report whether accepting the chat was succesful if (result.success == true) { console.log(result); chatKey = result.details.chatKey; alert( 'The chatKey for this chat is: ' + chatKey);
} else { alert( 'Getting the details was not Succesful' );
}
};
</script >
</apex:page >
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following properties:
Name
primaryTabId
success
Type
String
Object
Boolean
Description
The ID of the primary tab associated with the chat.
An object that contains all the details for a chat associated with a particular primary tab.
true
if retrieving the details was successful; false
if retrieving the details wasn’t successful.
details
The details
object contains the following properties:
136
Methods for Live Agent getDetailsByPrimaryTabId()
Property
acceptTime breadcrumbs chatKey customDetails
ipAddress isEnded isEngaged isPushRequest isTransferringOut liveChatButtonId
Type
Date/Time
Array of
objects
String
Array of
objects
Object
Description
The date and time an agent accepted the chat request.
An array of breadcrumb
objects representing a list of Web pages visited by the visitor before and during the chat.
The chat key associated with the chat.
An array of customDetail
objects that represent custom details that have been passed in to this chat via the Deployment API or Pre-Chat Form API.
String
Boolean
Boolean
Boolean
Boolean
String liveChatDeploymentId
String name requestTime
String
Date/Time
Object
An object representing the details of a chat visitor’s location, derived from a geoIP lookup on the chat visitor's IP address.
The IP address of the chat visitor in dot-decimal format.
Specifies whether a chat has ended ( true
) or not ( false
).
Specifies whether a chat is currently engaged ( true
) or not ( false
).
Specifies whether a chat was routed to an agent through a push-based routing method such as Least Active or Most Available ( true
) or not ( false
).
Specifies whether a chat is currently in the process of being transferred to another agent ( true
) or not ( false
).
The 15-digit record ID for the chat button from which the chat request originated.
The 15-digit record ID for the deployment from which the chat request originated.
The name of the chat visitor.
The date and time the chat was requested.
An object containing information about the visitor's web browser.
breadcrumb
A breadcrumb represents a Web page viewed by a chat visitor. The breadcrumb
object contains the following properties:
Property
location time
Type
String
Date/Time
Description
The URL of a Web page viewed by a chat visitor.
The date and time a chat visitor visited a specific breadcrumb URL.
customDetail
Custom details are details that have been passed into the chat through the Deployment API or Pre-Chat Form API. The customDetail object contains the following properties:
137
Methods for Live Agent getDetailsByPrimaryTabId()
Property
label value
transcriptFields entityMaps
Type
String
String
Description
The name of the custom detail as specified in the Deployment API or Pre-Chat Form
API.
The value of the custom detail as specified in the Deployment API or Pre-Chat Form
API.
Array of Strings The names of fields where the customer’s details on the chat transcript are saved.
Array of
objects
An array of pre-created records used for mapping the custom detail information.
entityMap
Entities are records that are created when a customer starts a chat with an agent. You can use the API to auto-populate these records with customer details. The entityMap
object contains the following properties:
Property
entityName fieldName isFastFillable isAutoQueryable isExactMatchable
Type
String
String
Boolean
Boolean
Boolean
Description
The record to search for or create.
The name of the field associated the details.
Specifies whether the value can be used to populate the field when an agent creates or edits a record ( true
) or not ( false
) (Live Agent console only).
If you’re using the Live Agent console, specifies whether to perform a a SOSL query
(in the Live Agent console) ( true
) or not ( false
) to find records with a fieldName
containing the value.
If you’re using the Salesforce console, specifies whether to perform a SOQL query
(in the Salesforce console) ( true
) or not ( false
) to find records with a fieldName
containing the value.
Specifies whether to only search for records that have fields exactly matching the field fieldName
( true
) or not ( false
).
geoLocation
The geoLocation
object represents the details of a chat visitor’s location. It contains the following properties:
Property
city countryCode countryName latitude
Type
String
String
String
String
Description
The name of the chat visitor’s city.
The two-digit ISO-3166 country code for the chat visitor's country.
The name of chat visitor’s country.
The chat visitor's approximate latitude.
138
Methods for Live Agent
Property
longitude organization region
Type
String
String
String
Description
The chat visitor's approximate longitude.
The organization name of the chat visitor's internet service provider.
The chat visitor’s region, such as state or province.
getEngagedChats()
visitorInfo
The visitorInfo
object represents information about the visitor's web browser. It contains the following properties:
Property
browserName language originalReferrer screenResolution sessionKey
Type
String
String
String
String
String
Description
The name and version of the chat visitor's web browser.
The language of the chat visitor's web browser.
The original URL of the Web page from which the chat visitor requested a chat.
The screen resolution of the chat visitor's computer, as passed by the chat visitor’s browser.
the sessionKey of the visitor which will ultimately be stored on the LiveChatVisitor record as a unique reference to this live chat visitor
getEngagedChats()
Returns the chat keys of the chats in which the agent is currently engaged. Available in API version 29.0 or later.
Syntax sforce.console.chat.getEngagedChats(callback:
Function
)
Arguments
Name
callback
Type
function
Description
JavaScript method called upon completion of the method.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/29.0/integration.js" />
<a href= "#" onClick= "testGetEngagedChats();return false;" >Get Engaged Chats </a >
<script type= "text/javascript" >
139
Methods for Live Agent getMaxCapacity() function testGetEngagedChats() { sforce.console.chat.getEngagedChats(function(result) { if (result.success) { alert( 'Number Engaged Chats: ' + result.chatKey.length);
} else { alert( 'getEngagedChats has failed' );
}
});
}
</script >
</apex:page >
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following properties:
Name
chatKey success
Type
array boolean
Description
Array of chatKey
values, one for each of the currently engaged chats.
true
if getting engaged chats was successful; false
if getting engaged chats wasn’t successful.
getMaxCapacity()
Returns the maximum chat capacity for the current agent, as specified in the agent's assigned agent configuration. Available in API version 29.0 or later.
Syntax sforce.console.chat.getMaxCapacity(callback:
Function
)
Arguments
Name
callback
Type
function
Description
JavaScript method called upon completion of the method.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/29.0/integration.js" />
<a href= "#" onClick= "testGetMaxCapacity();return false;" >Get Max Capacity </a >
<script type= "text/javascript" >
140
Methods for Live Agent initFileTransfer() function testGetMaxCapacity() { sforce.console.chat.getMaxCapacity(function(result) { if (result.success) { alert( 'max capacity ' +result.count);
} else { alert( 'getMaxCapacity failed, agent my not be online' );
}
});
}
</script >
</apex:page >
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following properties:
Name
count success
Type
integer boolean
Description
Agent's current, maximum chat capacity.
true
if getting the agent’s capacity was successful; false
if getting the agent’s capacity wasn’t successful.
initFileTransfer()
Initiates the process of transferring a file from a customer to an agent. Available in API version 31.0 or later.
Syntax sforce.console.chat.initFileTransfer(chatKey:String, entityId:String,
(optional)callback:
Function
)
Arguments
Name
chatKey entityId callback
Type
String
String function
Description
The chat key for the chat the file is transferred from.
The ID of the transcript object to attach the transferred file to.
JavaScript method that is called when the method is completed.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/31.0/integration.js" />
141
Methods for Live Agent onAgentSend()
<a href= "#" onClick= "testInitFileTransfer();return false;" >Init file transfer </a >
<script type= "text/javascript" > function testInitFileTransfer() {
//Gets the value for 'myChatKey' from the getChatRequests() or onChatRequested() methods.
//These values are for example purposes only.
var chatKey = 'myChatKey' ; var entityId = 'myEntityId' ; sforce.console.chat.initFileTransfer(chatKey, entityId, fileSuccess);
} function fileSuccess(result) {
//Reports whether initiating the file transfer was successful.
if (result.success == true) { alert( 'Initiating file transfer was successful.' );
}
};
</script >
</apex:page >
} else { alert( 'Initiating file transfer was not successful.' );
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following properties:
Name
success
Type
Boolean
Description
true
if the request to transfer a file was sent successfully; false
if the request wasn’t sent successfully.
Note:
A value of true
doesn’t necessarily mean that the file was successfully transferred to an agent. Rather, it indicates that the request to begin a file transfer was sent successfully.
onAgentSend()
Registers a function to call when an agent sends a chat message through the Salesforce console. This method intercepts the message and occurs before it is sent to the chat visitor. Available in API version 29.0 or later.
Note:
This method is only called when an agent sends a message through the chat window interface. This method doesn’t apply when a sendMessage()
method is called in the API.
Syntax sforce.console.chat.onAgentSend(chatKey:String, callback:
Function
)
142
Methods for Live Agent
Arguments
Name
chatKey callback
Type
String function onAgentSend()
Description
The chatKey
associated with the chat for which to call a function when the agent sends a message.
JavaScript method called upon completion of the method.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/29.0/integration.js" />
<script type= "text/javascript" > var eventHandler = function (result) { var theMessage = result.content; alert( 'The agent is attempting to send the following message: ' + result.content); sforce.console.chat.sendMessage(chatKey, theMessage) alert( 'The following message has been sent: ' + theMessage);
}
//Get the value for 'myChatKey' from the sforce.console.chat.getDetailsByPrimaryTabId() or other chat methods.
//These values are for example purposes only var chatKey = 'myChatKey' ; sforce.console.chat.onAgentSend(chatKey, eventHandler);
</script >
</apex:page >
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following properties:
Name
content name type timestamp success
Type
String
String
String
Date/Time
Boolean
Description
The text of the agent’s message.
The name of the agent who is attempting to send the message as it appears in the chat log.
The type of message that was received—for example, agent.
The date and time the agent attempted to send the chat message.
true
if firing event was successful; false
if firing event wasn’t successful.
143
Methods for Live Agent onAgentStateChanged()
onAgentStateChanged()
Registers a function to call when agents change their Live Agent status, such as from Online to Away. Available in API version 29.0 or later.
Syntax sforce.console.chat.onAgentStateChanged(eventHandler:
Function
)
Arguments
Name
eventHandler
Type
function
Description
JavaScript method called when the agent's Live Agent status has changed.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/29.0/integration.js" />
<script type= "text/javascript" > var eventHandler = function (result) { alert( "Agent's State has Changed to: " + result.state);
}; sforce.console.chat.onAgentStateChanged(eventHandler);
</script >
</apex:page >
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following properties:
Name
state success
Type
String
Boolean
Description
String that represents the agent’s current Live Agent status—for example, Online,
Away, or Offline. When an agent switches from Offline to Away, you may see two returned values (Online then Away) instead of one (Away).
true
if firing event was successful; false
if firing event wasn’t successful.
onChatCanceled()
Registers a function to call when a chat visitor cancels a chat request. Available in API version 29.0 or later.
144
Methods for Live Agent
Syntax sforce.console.chat.onChatCanceled(callback:
Function
)
Arguments
Name
callback
Type
function
Description
JavaScript method called upon completion of the method.
onChatCriticalWaitState()
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/29.0/integration.js" />
<script type= "text/javascript" > var eventHandler = function (result) { alert( 'The chat request has been canceled for this chatKey: ' + result.chatKey);
} sforce.console.chat.onChatCanceled(eventHandler);
</script >
</apex:page >
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following properties:
Name
chatKey
Type
string
Description
The chat key for the chat request that has been canceled.
onChatCriticalWaitState()
Registers a function to call when a chat becomes critical to answer or a waiting chat is answered. Available in API version 29.0 or later.
Syntax sforce.console.chat.onChatCanceled(chatKey:
String
, callback:
Function
)
Arguments
Name
chatKey
Type
String
Description
The chatKey
associated with the chat for which the critical wait state has changed.
145
Methods for Live Agent
Name
callback
Type
function
Description
JavaScript method called upon completion of the method.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/29.0/integration.js" />
<script type= "text/javascript" > var eventHandler = function (result) { alert( 'This chat has reached a critical wait' );
}
//Get the value for 'myChatKey' from the sforce.console.chat.getDetailsByPrimaryTabId() or other chat methods.
//These values are for example purposes only var chatKey = 'myChatKey' ; sforce.console.chat.onChatCriticalWaitState(chatKey, eventHandler);
</script >
</apex:page > onChatDeclined()
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following properties:
Name
state
Type
Boolean
Description
Indicates whether the chat is in critical wait state ( true
) or not ( false
).
onChatDeclined()
Registers a function to call when an agent declines a chat request. Available in API version 29.0 or later.
Syntax sforce.console.chat.onChatDeclined(eventHandler:
Function
)
Arguments
Name
eventHandler
Type
function
Description
JavaScript method called when a chat request is declined.
146
Methods for Live Agent onChatEnded()
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/29.0/integration.js" />
<script type= "text/javascript" > var eventHandler = function (result) { alert( 'A chat request with this chatKey has been declined: ' + result.chatKey);
} sforce.console.chat.onChatDeclined(eventHandler);
</script >
</apex:page >
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following properties:
Name
chatKey success
Type
String
Boolean
Description
The chat key for the chat request that has been declined.
true
if firing event was successful; false
if firing event wasn’t successful.
onChatEnded()
Registers a function to call when an engaged chat ends. Available in API version 29.0 or later.
Syntax sforce.console.chat.onChatEnded(eventHandler:
Function
)
Arguments
Name
eventHandler
Type
function
Description
JavaScript method called when an engaged chat ends.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/29.0/integration.js" />
<script type= "text/javascript" > var eventHandler = function (result) { alert( 'A chat with this chatKey has ended: ' + result.chatKey);
}
147
Methods for Live Agent onChatRequested() sforce.console.chat.onChatEnded(eventHandler);
</script >
</apex:page >
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following properties:
Name
chatKey success
Type
String
Boolean
Description
The chat key for the engaged chat that has ended.
true
if firing event was successful; false
if firing event wasn’t successful.
onChatRequested()
Registers a function to call when an agent receives a chat request. Available in API version 29.0 or later.
Syntax sforce.console.chat.onChatRequested(eventHandler:
Function
)
Arguments
Name
eventHandler
Type
function
Description
JavaScript method called when a chat request is assigned to an agent.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/29.0/integration.js" />
<script type= "text/javascript" > var eventHandler = function (result) { alert( 'There is a new incoming chat request with this chatKey: ' + result.chatKey);
} sforce.console.chat.onChatRequested(eventHandler);
</script >
</apex:page >
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following properties:
148
Methods for Live Agent
Name
chatKey success
Type
String
Boolean onChatStarted()
Description
The chat key for the incoming chat request.
true
if firing event was successful; false
if firing event wasn’t successful.
onChatStarted()
Registers a function to call when an agent starts a new chat with a customer. Available in API version 29.0 or later.
Usage
Syntax sforce.console.chat.onChatStarted(eventHandler:
Function
)
Arguments
Name
eventHandler
Type
function
Description
JavaScript method called when a chat request is accepted and becomes an engaged chat.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/29.0/integration.js" />
<script type= "text/javascript" > var eventHandler = function (result) { alert( 'A new engaged chat has started for this chatKey: ' + result.chatKey);
} sforce.console.chat.onChatStarted(eventHandler);
</script >
</apex:page >
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following properties:
Name
chatKey success
Type
String
Boolean
Description
The chat key for the chat request that has become an engaged chat.
true
if firing event was successful; false
if firing event wasn’t successful.
149
Methods for Live Agent onChatTransferredOut()
onChatTransferredOut()
Registers a function to call when an engaged chat is transferred out to another agent. Available in API version 29.0 or later.
Syntax sforce.console.chat.onChatTransferredOut(eventHandler:
Function
)
Arguments
Name
eventHandler
Type
function
Description
JavaScript method called when a chat has been successfully transferred out to another agent.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/29.0/integration.js" />
<script type= "text/javascript" > var eventHandler = function (result) { alert( 'A chat with this chatKey has been transferred out: ' + result.chatKey);
} sforce.console.chat.onChatTransferredOut(eventHandler);
</script >
</apex:page >
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following properties:
Name
chatKey success
Type
String
Boolean
Description
The chat key for the chat that has been transferred.
true
if firing event was successful; false
if firing event wasn’t successful.
onCurrentCapacityChanged()
Registers a function to call when an agent's capacity for accepting chats changes—for example, if an agent accepts a new chat, ends a currently engaged chat, or otherwise changes the number of chats to which they are assigned, or if a chat request is pushed to their chat queue. Available in API version 29.0 or later.
150
Methods for Live Agent onCustomEvent()
Syntax sforce.console.chat.onCurrentCapacityChanged(eventHandler:
Function
)
Arguments
Name
eventHandler
Type
function
Description
JavaScript method called when the agent's capacity for accepting chats has changed.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/29.0/integration.js" />
<script type= "text/javascript" > var eventHandler = function (result) { alert( 'Capacity Changed. Current Requests + Engaged Chats is now: ' + result.count);
} sforce.console.chat.onCurrentCapacityChanged(eventHandler);
</script >
</apex:page >
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following properties:
Name
count success
Type
integer
Boolean
Description
The number of chats in which the agent is currently engaged plus the number of chat requests currently assigned to the agent.
true
if firing event was successful; false
if firing event wasn’t successful.
onCustomEvent()
Registers a function to call when a custom event takes place during a chat. Available in API version 29.0 or later.
Syntax sforce.console.chat.onCustomEvent(chatKey:String, type:String, callback:
Function
)
151
Methods for Live Agent
Arguments
Name
chatKey type callback
Type
String
String function onCustomEvent()
Description
The chatKey
associated with the chat for which to call a function when a custom event takes place.
The name of the custom event you want to listen for. This should match the name of the custom event sent from the chat window.
JavaScript method called upon completion of the method.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/29.0/integration.js" />
<script type= "text/javascript" > var eventHandler = function (result) { alert( 'A new custom event has been received of type ' + result.type + ' and with data: ' + result.data );
}
//Get the value for 'myChatKey' from the sforce.console.chat.getDetailsByPrimaryTabId() or other chat methods.
//These values are for example purposes only var chatKey = 'myChatKey' ; var type = 'myCustomEventType' ; sforce.console.chat.onCustomEvent(chatKey, type, eventHandler);
</script >
</apex:page >
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following properties:
Name
type data source timestamp success
Type
String
String
String
Date/Time
Boolean
Description
The type of the custom event that was sent to this chat; corresponds to the type argument of the liveagent.chasitor.sendCustomEvent()
method used to send this event from the chat window.
The data of the custom event that was sent to this chat; corresponds to the data argument of the liveagent.chasitor.sendCustomEvent()
method used to send this event from the chat window.
The source of the custom event that was sent to this chat; corresponds to either the agent or the chat visitor, depending on who triggered the custom event.
The time and date the event was received.
true
if firing event was successful; false
if firing event wasn’t successful.
152
Methods for Live Agent onFileTransferCompleted()
onFileTransferCompleted()
Registers a function to call when a file is transferred from a customer to an agent. Available in API version 31.0 or later.
Syntax sforce.console.chat.onFileTransferCompleted(chatKey:String, callback:
Function
)
Arguments
Name
chatKey callback
Type
String function
Description
The chat key for the chat the file was transferred from.
JavaScript method that is called when the method is complete.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/31.0/integration.js" />
<a href= "#" onClick= "testOnFileComplete();return false;" >test on file transfer complete </a >
<script type= "text/javascript" > function testOnFileComplete() {
//Gets the value for 'myChatKey' from the getChatRequests() or onChatRequested() methods.
//These values are for example purposes only.
var chatKey = 'myChatKey' ; sforce.console.chat.onFileTransferCompleted(chatKey, fileSuccess);
} function fileSuccess(result) {
//Reports status of the file transfer.
if (result.success == true) { alert( 'File transfer was successful.' );
} else { alert( 'File transfer was not successful.' );
}
};
</script >
</apex:page >
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following properties:
153
Methods for Live Agent
Name
attachmentId success
Type
String
Boolean onNewMessage()
Description
The ID of the object created for the transferred file.
true
if firing event was successful; false
if firing event was unsuccessful.
onNewMessage()
Registers a function to call when a new message is sent from a customer, agent, or supervisor. Available in API version 29.0 or later.
Syntax sforce.console.chat.onNewMessage(chatKey:
String
, callback:
Function
)
Arguments
Name
chatKey callback
Type
string function
Description
The chatKey
associated with the chat for which to call a function when a new customer message is received.
JavaScript method called upon completion of the method.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/29.0/integration.js" />
<script type= "text/javascript" > var eventHandler = function (result) { alert( 'There is a new message in this chat: ' + result.content);
}
//Get the value for 'myChatKey' from the sforce.console.chat.getDetailsByPrimaryTabId() or other chat methods.
//These values are for example purposes only var chatKey = 'myChatKey' ; sforce.console.chat.onNewMessage(chatKey, eventHandler);
</script >
</apex:page >
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following properties:
Name
content
Type
String
Description
The text of a message in the chat log.
154
Methods for Live Agent
Name
name type timestamp success onTypingUpdate()
Type
String
String
Date/Time
Boolean
Description
The name of the user who sent the message. This appears exactly as it is displayed in the chat log.
The type of message that was received, such as an Agent or Visitor message.
The date and time the message was received.
true
if firing event was successful; false
if firing event wasn’t successful.
onTypingUpdate()
Registers a function to call when the customer’s text in the chat window changes. If Sneak Peek is enabled, this function is called whenever the customer edits the text in the chat window. If Sneak Peek is not enabled, this function is called whenever a customer starts or stops typing in the chat window. Available in API version 29.0 or later.
Syntax sforce.console.chat.onTypingUpdate(chatKey:
String
, callback:
Function
)
Arguments
Name
chatKey callback
Type
String function
Description
The chatKey
associated with the chat for which to call a function when a customer begins typing a new message to the agent.
JavaScript method called upon completion of the method.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/29.0/integration.js" />
<script type= "text/javascript" > var eventHandler = function (result) { alert( 'There is a new typing update in this chat' );
}
//Get the value for 'myChatKey' from the sforce.console.chat.getDetailsByPrimaryTabId() or other chat methods.
//These values are for example purposes only var chatKey = 'myChatKey' ; sforce.console.chat.onTypingUpdate(chatKey, eventHandler);
</script >
</apex:page >
155
Methods for Live Agent sendCustomEvent()
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following properties:
Name
isTyping sneakPeek success
Type
Boolean
String
Boolean
Description
Indicates whether a chat visitor is typing ( true
) or not ( false
).
The text the chat visitor is currently typing into their input box in the chat window.
This is visible only if Sneak Peek is enabled for the agent.
true
if firing event was successful; false
if firing event wasn’t successful.
sendCustomEvent()
Sends a custom event to the client-side chat window for a chat with a specific chat key. Available in API version 29.0 or later.
Syntax sforce.console.chat.sendCustomEvent(chatKey:
String
, type:
String
, data:
String
, callback:
Function
)
Arguments
Name
chatKey type data callback
Type
String
String
String function
Description
The chatKey
associated with the chat to which to send a custom event.
The name of the custom event you want to send to the chat window.
Additional data you want to send to the chat window along with the custom event.
JavaScript method called upon completion of the method.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/29.0/integration.js" />
<a href= "#" onClick= "testSendCustomEvent();" >Send Custom Event </a >
<script type= "text/javascript" > function testSendCustomEvent() {
//Get the value for 'myChatKey' from the sforce.console.chat.getDetailsByPrimaryTabId() or other chat methods.
//These values are for example purposes only var chatKey = 'myChatKey' ; var type = 'myCustomEventType'
156
Methods for Live Agent sendMessage() var data = 'myCustomEventData' sforce.console.chat.sendCustomEvent(chatKey, type, data, sendCustomEventSuccess);
} function sendCustomEventSuccess(result) {
//Report whether sending the custom event was successful if (result.success == true) { alert( 'The customEvent has been sent' );
} else { alert( 'Sending the customEvent was not successful' );
}
};
</script >
</apex:page >
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following properties:
Name
success
Type
Boolean
Description
true
if sending the custom event was successful; false
if sending the custom event wasn’t successful.
sendMessage()
Sends a new chat message from the agent to a chat with a specific chat key. Available in API version 29.0 or later.
Syntax sforce.console.chat.sendMessage(chatKey:
String
, message:
String
, callback:
Function
)
Arguments
Name
chatKey message callback
Type
String
String function
Description
The chatKey
of the chat where the agent’s message is sent.
The message you would like to send from the agent to the customer in a chat.
JavaScript method called upon completion of the method.
157
Methods for Live Agent setAgentInput()
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/29.0/integration.js" />
<a href= "#" onClick= "testSendMessage();" >Send Message </a >
<script type= "text/javascript" > function testSendMessage() {
//Get the value for 'myChatKey' from the sforce.console.chat.getDetailsByPrimaryTabId() or other chat methods.
//These values are for example purposes only var chatKey = 'myChatKey' ; var text = 'This is sample text to send as a message' ; sforce.console.chat.sendMessage(chatKey, text, sendMessageSuccess);
} function sendMessageSuccess(result) {
//Report whether getting the chat log was successful if (result.success == true) { alert( 'Message Sent' );
} else { alert( 'Sending the message was not successful' );
}
};
</script >
</apex:page >
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following properties:
Name
success
Type
Boolean
Description
true
if sending the message was successful; false
if sending the message wasn’t successful.
setAgentInput()
Sets the string of text in the agent’s text input area in the chat log of a chat with a specific chat key.Available in API version 29.0 or later.
Syntax sforce.console.chat.setAgentInput(chatKey:
String
, text:
String
, callback:
Function
)
158
Methods for Live Agent
Arguments
Name
chatKey text callback
Type
String
String function setAgentInput()
Description
The chatKey
associated with the chat for which to set the agent’s input text.
The string of text which you want to set into an agent's input.
JavaScript method called upon completion of the method.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/29.0/integration.js" />
<a href= "#" onClick= "testSetAgentInput();" >Set Agent Input </a >
<script type= "text/javascript" > function testSetAgentInput() {
//Get the value for 'myChatKey' from the sforce.console.chat.getDetailsByPrimaryTabId() or other chat methods.
//These values are for example purposes only var chatKey = 'myChatKey' ; var text = 'This is example text to set the agent input' sforce.console.chat.setAgentInput(chatKey, text, setAgentInputSuccess);
} function setAgentInputSuccess(result) {
//Report whether setting the agent 's input was succesful if (result.success == true) { alert( 'The text in the agent input has been updated' );
} else { alert( 'Setting the agent input was not Succesful' );
}
};
</script >
</apex:page >
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following properties:
Name
success
Type
Boolean
Description
true
if setting the agent’s input was successful; false
if setting the agent’s input wasn’t successful.
159
Methods for Live Agent setAgentState()
setAgentState()
Sets an agent's Live Agent status, such as Online, Away, or Offline. Available in API version 29.0 or later.
Syntax sforce.console.chat.setAgentState(state:
String
, (optional)callback:
Function
)
Arguments
Name
state callback
Type
String function
Description
Live Agent status you want to set the agent to—for example, Online, Away, or Offline.
JavaScript method called upon completion of the method.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/29.0/integration.js" />
<a href= "#" onClick= "testSetAgentState('Online');return false;" >Set Agent Status to
Online </a >
<script type= "text/javascript" > function testSetAgentState(state) { sforce.console.chat.setAgentState(state, function(result) { if (result.success) { alert( 'Agent State Set to Online' );
} else { alert( 'setAgentState has failed' );
}
});
}
</script >
</apex:page >
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following properties:
Name
success
Type
Boolean
Description
true
if setting the agent’s Live Agent status was successful; false
if setting the agent’s Live Agent status wasn’t successful.
160
Methods for Live Agent Methods for Live Agent Chat Visitors
Methods for Live Agent Chat Visitors
There are a few methods available that you can use to customize the chat visitor experience for Live Agent in a custom Visualforce chat window.
IN THIS SECTION:
chasitor.addCustomEventListener()
Registers a function to call when a custom event is received in the chat window. Available in API version 29.0 or later.
Retrieves a list of custom events that have been received in this chat window during this chat session. Available in API version 29.0
or later.
Sends a custom event to the agent console of the agent who is currently chatting with a customer. Available in API version 29.0 or later.
chasitor.addCustomEventListener()
Registers a function to call when a custom event is received in the chat window. Available in API version 29.0 or later.
Syntax liveagent.chasitor.addCustomEventListener(type:
String
, callback:
Function
)
Arguments
Name
type callback
Type
string function
Description
The type of custom event you want to listen for.
JavaScript method called upon completion of the method.
Sample Code–Visualforce
<script type= "text/javascript" > function testAddCustomEventListener() {
//These values are for example purposes only var type = 'myCustomEventType' liveagent.chasitor.addCustomEventListener(type, customEventReceived)
} function customEventReceived(result) { eventType = result.getType(); eventData = result.getData(); alert( 'A custom event of type: ' + eventType + ' has been received with the following data: ' + eventData);
};
161
Methods for Live Agent chasitor.getCustomEvents() testAddCustomEventListener();
</script >
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following methods:
Name
getType getData getSource getDate
Type
method method method method
Description
Accesses the type of the custom event that was sent to this chat window. Returns the type
argument of the sforce.console.chat.sendCustomEvent()
method used to send this event.
Accesses the data of the custom event that was sent to this chat window. Returns the data
argument of the sforce.console.chat.sendCustomEvent()
method used to send this event.
Accesses the source of the custom event that was sent to this chat window—for example, agent or chat visitor.
Accesses the date of the custom event that was sent to this chat window. Returns the date and time the event was received.
chasitor.getCustomEvents()
Retrieves a list of custom events that have been received in this chat window during this chat session. Available in API version 29.0 or later.
Syntax liveagent.chasitor.getCustomEvents()
Sample Code–Visualforce
<a href= "#" onClick= "testGetCustomEvents();" >Get Custom Events </a >
<script type= "text/javascript" > function testGetCustomEvents() { events = liveagent.chasitor.getCustomEvents(); eventsCount = events.length; alert( 'The following number of custom events have occurred: ' + eventsCount);
};
</script >
162
Methods for Live Agent chasitor.sendCustomEvent()
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following methods and properties:
Name
events getType getData getSource getDate
Type Description
Array of event
objects
An array of event
objects. Each object represents a custom event that has occurred in this chat. Data on each message object can be accessed by the following methods:
•
getType()
•
getData()
•
getSource()
•
getDate() method method method method
Accesses the type of the custom event that was sent to this chat window. Returns the type
argument of the sforce.console.chat.sendCustomEvent()
method used to send this event.
Accesses the data of the custom event that was sent to this chat window. Returns the data
argument of the sforce.console.chat.sendCustomEvent()
method used to send this event.
Accesses the source of the custom event that was sent to this chat window—for example, agent or chat visitor.
Accesses the date of the custom event that was sent to this chat window. Returns the date and time the event was received.
chasitor.sendCustomEvent()
Sends a custom event to the agent console of the agent who is currently chatting with a customer. Available in API version 29.0 or later.
Syntax liveagent.chasitor.sendCustomEvent(type:String, data:String)
Arguments
Name
type data
Type
string string
Description
The name of the custom event to send to the agent console.
Additional data you want to send to the agent console along with the custom event.
163
Methods for Live Agent
Sample Code–Visualforce
<a href= "#" onClick= "testSendCustomEvent();" >Send Custom Event </a >
<script type= "text/javascript" > function testSendCustomEvent() { type = 'myCustomEventType' ; data = 'myCustomEventData' ; liveagent.chasitor.sendCustomEvent(type, data); alert( 'The custom event has been sent' );
};
</script >
Response
This method returns no responses.
chasitor.sendCustomEvent()
164
CHAPTER 10 Methods for Omni-Channel
Omni-Channel is a comprehensive customer service solution that lets your call center route any type of incoming work item—including cases, chats, phone calls, or leads—to the most qualified, available agents in your organization. Omni-Channel provides a customizable customer service solution that integrates seamlessly into the Salesforce console and benefits your customers and support agents.
For more information on Omni-Channel, see Set Up Omni-Channel.
IN THIS SECTION:
Accepts a work item that’s assigned to an agent. Available in API versions 32.0 and later.
Changes the status of a work item to “Closed” and removes it from the list of work items in the Omni-Channel widget. Available in
API versions 32.0 and later.
Declines a work item that’s assigned to an agent. Available in API versions 32.0 and later.
Returns a list of work items that are currently assigned to an agent and open in the agent’s workspace. Available in API versions 32.0
and later.
In API version 35.0 and later, we can retrieve an agent’s currently assigned workload. Use this method for rerouting work to available agents.
getServicePresenceStatusChannels
Retrieves the service channels that are associated with an Omni-Channel user’s current presence status. Available in API versions
32.0 and later.
Retrieves an agent’s current presence status. Available in API versions 32.0 and later.
Logs an agent into Omni-Channel with a specific presence status. Available in API versions 32.0 and later.
Logs an agent out of Omni-Channel. Available in API versions 32.0 and later.
Sets an agent's presence status to a status with a particular ID. In API version 35.0 and later, we log the user into presence if that user is not already logged in. This will remove the need for you to make additional calls.
Methods for Omni-Channel Console Events
JavaScript can be executed when certain types of events occur in a console, such as when a user closes a tab. In addition to the standard methods for console events, there are a few events that are specific to Omni-Channel.
165
Methods for Omni-Channel acceptAgentWork
acceptAgentWork
Accepts a work item that’s assigned to an agent. Available in API versions 32.0 and later.
Syntax sforce.console.presence.acceptAgentWork(workId:
String
, (optional) callback:
function
)
Arguments
Name
workId callback
Type
String function
Description
The ID of the work item the agent accepts.
JavaScript method to call when an agent accepts the work item associated with the workId
.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/34.0/integration.js" />
<a href= "#" onClick= "testAcceptWork();return false;" >Accept Assigned Work Item </a >
<script type= "text/javascript" > function testAcceptWork() {
//First get the ID of the assigned work item to accept it sforce.console.presence.getAgentWorks(function(result) { if (result.success) { var works = JSON.parse(result.works); var work = works[0]; if (!work.isEngaged) {
//Now that we have the assigned work item ID, we can accept it sforce.console.presence.acceptAgentWork(work.workId, function(result) { if (result.success) { alert( 'Accepted work successfully' );
} else { alert( 'Accept work failed' );
}
});
} else { alert( 'The work item has already been accepted' );
}
}
});
}
</script >
</apex:page >
166
Methods for Omni-Channel closeAgentWork
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following properties:
Name
success
Type
Boolean
Description
true
if accepting the work item was successful; false
if accepting the work item wasn’t successful.
closeAgentWork
Changes the status of a work item to “Closed” and removes it from the list of work items in the Omni-Channel widget. Available in API versions 32.0 and later.
Syntax sforce.console.presence.closeAgentWork(workId:
String
, (optional) callback:
function
)
Arguments
Name
workId callback
Type
String function
Description
The ID of the work item that’s closed.
JavaScript method to call when the work item associated with the workId
is closed.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/34.0/integration.js" />
<a href= "#" onClick= "testCloseWork();return false;" >Close Engaged Work Item </a >
<script type= "text/javascript" > function testCloseWork() {
//First get the ID of the engaged work item to close it sforce.console.presence.getAgentWorks(function(result) { if (result.success) { var works = JSON.parse(result.works); var work = works[0]; if (work.isEngaged) {
//Now that we have the engaged work item ID, we can close it sforce.console.presence.closeAgentWork(work.workId,function(result)
{ if (result.success) { alert( 'Closed work successfully' );
} else {
167
Methods for Omni-Channel declineAgentWork
});
}
</script >
</apex:page >
} alert( 'Close work failed' );
});
} else {
} alert( 'The work item should be accepted first' );
}
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following properties:
Name
success
Type
Boolean
Description
true
if closing the work item was successful; false
if closing the work item wasn’t successful.
declineAgentWork
Declines a work item that’s assigned to an agent. Available in API versions 32.0 and later.
Syntax sforce.console.presence.declineAgentWork(workId:
String
, (optional) declineReason:
String
,
(optional) callback:
function
)
Arguments
Name
workId declineReason callback
Type
String
String function
Description
The ID of the work item that the agent declines.
The provided reason for why the agent declined the work request.
JavaScript method to call when an agent declines the work item associated with the workId
.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/34.0/integration.js" />
<a href= "#" onClick= "testDeclineWork();return false;" >Decline Assigned Work Item </a >
168
Methods for Omni-Channel getAgentWorks
{
<script type= "text/javascript" > function testAcceptWork() {
//First, get the ID of the assigned work item to accept it sforce.console.presence.getAgentWorks(function(result) { if (result.success) { var works = JSON.parse(result.works); var work = works[0]; sforce.console.presence.declineAgentWork(work.workId, function(result)
}); if (result.success) { alert( 'Declined work successfully' );
} else { alert( 'Decline work failed' );
}
}
});
}
</script >
</apex:page >
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following properties:
Name
success
Type
Boolean
Description
true
if declining the work item was successful; false
if declining the work item wasn’t successful.
getAgentWorks
Returns a list of work items that are currently assigned to an agent and open in the agent’s workspace. Available in API versions 32.0 and later.
Syntax sforce.console.presence.getAgentWorks(callback:
function
)
Arguments
Name
callback
Type
function
Description
JavaScript method to call when the list of an agent’s work items is retrieved.
169
Methods for Omni-Channel getAgentWorks
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/34.0/integration.js" />
<a href= "#" onClick= "testGetWorks();return false;" >Get Agent’s Current Work Items </a >
<script type= "text/javascript" > function testGetWorks() {
//These values are for example purposes only.
sforce.console.presence.getAgentWorks(function(result) { if (result.success) { alert( 'Get work items successful' ); var works = JSON.parse(result.works); alert( 'First Agent Work ID is: ' + works[0].workId); alert( 'Assigned Entity Id of the first Agent Work is: ' + works[0].workItemId); alert( 'Is first Agent Work Engaged: ' + works[0].isEngaged);
} else { alert( 'Get work items failed' );
}
});
}
</script >
</apex:page >
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following properties:
Name
success works
Type
Boolean
JSON string of
Description
true
if retrieving the agent’s work items was successful; false
if retrieving the agent’s work items wasn’t successful.
A JSON string of work
objects that represents the work items assigned to the agent that are open in the agent’s workspace.
work
The work
object contains the following properties:
Name
workItemId workId isEngaged
Type
String
String
Boolean
Description
The ID of the object that’s routed through Omni-Channel. This object becomes a work assignment with a workId
when it’s assigned to an agent.
The ID of a work assignment that’s routed to an agent.
Indicates whether an agent is working on a work item that’s been assigned to them
( true
) or not ( false
).
170
Methods for Omni-Channel getAgentWorkload
getAgentWorkload
In API version 35.0 and later, we can retrieve an agent’s currently assigned workload. Use this method for rerouting work to available agents.
Syntax sforce.console.presence.getAgentWorkload(callback:
function
)
Arguments
Name
callback
Type
function
Description
JavaScript method to call when the agent’s configured capacity and work retrieved.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/35.0/integration.js" />
<a href= "#" onClick= "testGetAgentWorkload();return false;" >
</a >
Get Agent’s configured capacity and current workload
<script type= "text/javascript" > function testGetAgentWorkload() { sforce.console.presence.getAgentWorkload(function(result) { if (result.success) { alert( 'Retrieved Agent Configured Capacity and Current Workload successfully' ); alert( 'Agent\'s configured capacity is: ' + result.configuredCapacity); alert( 'Agent\'s currently assigned workload is: ' + result.currentWorkload);
} else { alert( 'Get Agent Workload failed' );
}
});
}
</script >
</apex:page >
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following properties:
171
Methods for Omni-Channel
Name
success
Type
Boolean configuredCapacity
Number currentWorkload
Number getServicePresenceStatusChannels
Description
true
if retrieving the agent’s work items was successful; false
if retrieving the agent’s work items wasn’t successful.
Indicates the agent’s configured capacity (work that’s assigned to the current user) through Presence Configuration.
Indicates the agent’s currently assigned workload.
work
The work
object contains the following properties:
Name
workItemId workId isEngaged
Type
String
String
Boolean
Description
The ID of the object that’s routed through Omni-Channel. This object becomes a work assignment with a workId
when it’s assigned to an agent.
The ID of a work assignment that’s routed to an agent.
Indicates whether an agent is working on a work item that’s been assigned to them
( true
) or not ( false
).
getServicePresenceStatusChannels
Retrieves the service channels that are associated with an Omni-Channel user’s current presence status. Available in API versions 32.0
and later.
Syntax sforce.console.presence.getServicePresenceStatusChannels(callback:
function
)
Arguments
Name
callback
Type
function
Description
JavaScript method to call when the channels associated with a presence status are retrieved.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/34.0/integration.js" />
<a href= "#" onClick= "testGetChannels();return false;" >
Get Channels Associated with a Presence Status
172
Methods for Omni-Channel getServicePresenceStatusId
</a >
<script type= "text/javascript" > function testGetChannels() {
//These values are for example purposes only.
sforce.console.presence.getServicePresenceStatusChannels(function(result) { if (result.success) { alert( 'Retrieved Service Presence Status Channels successfully' ); var channels = JSON.parse(result.channels);
//For example purposes, just retrieve the first channel alert( 'First channel ID is: ' + channels[0].channelId); alert( 'First channel developer name is: ' + channels[0].developerName);
});
}
</script >
</apex:page >
} else { alert( 'Get Service Presence Status Channels failed' );
}
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following properties:
Name
success channels
Type
Boolean
JSON string of channel objects
Description
true
if retrieving the current presence status channels was successful; false
if the retrieving the current presence status channels wasn’t successful.
Returns the IDs and API names of the channels associated with the presence status.
getServicePresenceStatusId
Retrieves an agent’s current presence status. Available in API versions 32.0 and later.
Syntax sforce.console.presence.getServicePresenceStatusId(callback:
function
)
Arguments
Name
callback
Type
function
Description
JavaScript method to call when the agent’s presence status is retrieved.
173
Methods for Omni-Channel
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/34.0/integration.js" />
<a href= "#" onClick= "testGetStatusId();return false;" >Get Omni-Channel Status ID </a >
<script type= "text/javascript" > function testGetStatusId() { sforce.console.presence.getServicePresenceStatusId(function(result) { if (result.success) { alert( 'Get Status Id successful' ); alert( 'Status Id is: ' + result.statusId);
} else { alert( 'Get Status Id failed' );
}
});
}
</script >
</apex:page >
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following properties:
Name
success statusName statusApiName statusId
Type
Boolean
String
String
String
Description
true
if retrieving the presence status ID was successful; false
if the retrieving the presence status ID wasn’t successful.
The name of the agent’s current presence status.
The API name of the agent’s current presence status.
The ID of the agent’s current presence status.
login
login
Logs an agent into Omni-Channel with a specific presence status. Available in API versions 32.0 and later.
Syntax sforce.console.presence.login(statusId:
String
, (optional) callback:
function
)
174
Methods for Omni-Channel
Arguments
Name
statusId callback
Type
String function
Description
The ID of the presence status. Agents must be given access to this presence status through their associated profile or permission set.
JavaScript method to call when the agent is logged in with the presence status associated with statusId
.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/32.0/integration.js" />
<a href= "#" onClick= "testLogin('0N5xx00000000081');return false;" >Log In to
Omni-Channel </a >
<script type= "text/javascript" > function testLogin(statusId) {
//Gets the Salesforce ID of the presence status entity which the current user has been assigned through their permission set or profile.
//These values are for example purposes only.
sforce.console.presence.login(statusId, function(result) { if (result.success) { alert( 'Login successful' );
} else { alert( 'Login failed' );
}
});
}
</script >
</apex:page >
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following properties:
Name
success
Type
Boolean
Description
true
if the login was successful; false
if the login wasn’t successful.
logout
logout
Logs an agent out of Omni-Channel. Available in API versions 32.0 and later.
175
Methods for Omni-Channel setServicePresenceStatus
Syntax sforce.console.presence.logout((optional) callback:
function
)
Arguments
Name
callback
Type
function
Description
JavaScript method to call when the agent is logged out of Omni-Channel.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/32.0/integration.js" />
<a href= "#" onClick= "testLogout();return false;" >Log out of Omni-Channel </a >
<script type= "text/javascript" > function testLogout() { sforce.console.presence.logout(function(result) { if (result.success) { alert( 'Logout successfully' );
} else { alert( 'Logout failed' );
}
});
}
</script >
</apex:page >
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following properties:
Name
success
Type
Boolean
Description
true
if the logout was successful; false
if the logout wasn’t successful.
setServicePresenceStatus
Sets an agent's presence status to a status with a particular ID. In API version 35.0 and later, we log the user into presence if that user is not already logged in. This will remove the need for you to make additional calls.
176
Methods for Omni-Channel setServicePresenceStatus
Syntax sforce.console.presence.setServicePresenceStatus(statusId:
String
,
(optional) callback:
function
)
Arguments
Name
statusId callback
Type
String function
Description
The ID of the presence status you want to set the agent to. Agents must be given access to this presence status through their associated profile or permission set.
JavaScript method to call when the agent’s status is changed to the presence status associated with statusId
.
Sample Code–Visualforce
<apex:page >
<apex:includeScript value= "/support/console/32.0/integration.js" />
<a href= "#" onClick= "testSetStatus('0N5xx00000000081');return false;" >Set Presence
Status </a >
<script type= "text/javascript" > function testSetStatus(statusId) {
//Sets the user’s presence status to statusID. Assumes that the user was assigned this presence status through Setup.
//These values are for example purposes only sforce.console.presence.setServicePresenceStatus(statusId, function(result) { if (result.success) { alert( 'Set status successful' ); alert( 'Current statusId is: ' + result.statusId); alert( 'Channel list attached to this status is: ' + result.channels);
//printout in console for lists
} else { alert( 'Set status failed' );
}
});
}
</script >
</apex:page >
Response
This method is asynchronous so it returns its response in an object in a callback method. The response object contains the following properties:
177
Methods for Omni-Channel Methods for Omni-Channel Console Events
Name
success statusName statusApiName statusId channels
Type
Boolean
String
String
String
JSON string of channel objects
Description
true
if setting the agent’s status was successful; false
if setting the agent’s status wasn’t successful.
The name of the agent’s current presence status.
The API name of the agent’s current presence status.
The ID of the agent’s current presence status.
Returns the IDs and API names of the channels associated with the presence status.
Methods for Omni-Channel Console Events
JavaScript can be executed when certain types of events occur in a console, such as when a user closes a tab. In addition to the standard methods for console events, there are a few events that are specific to Omni-Channel.
Omni-Channel Console Events
Event Description
sforce.console.ConsoleEvent.
PRESENCE.LOGIN_SUCCESS
Fired when an
Omni-Channel user logs into Omni-Channel successfully.
Available in API version
32.0 or later.
Payload
•
statusId
—the ID of the agent’s current presence status.
sforce.console.ConsoleEvent.
PRESENCE.STATUS_CHANGED
Fired when a user changes his or her presence status.
Available in API version
32.0 or later.
•
statusId
—the ID of the agent’s current presence status.
•
channels
—channelJSON string of channel objects.
•
statusName
—the name of the agent’s current presence status.
•
statusApiName
—the API name of the agent’s current presence status.
sforce.console.ConsoleEvent.
PRESENCE.LOGOUT
Fired when a user logs out of Salesforce.
Available in API version
32.0 or later.
None sforce.console.ConsoleEvent.
PRESENCE.WORK_ASSIGNED
Fired when a user is assigned a new work item.
Available in API version
32.0 or later.
•
workItemId
—the ID of the object that’s routed through
Omni-Channel. This object becomes a work assignment with a workId
when it’s assigned to an agent.
178
Methods for Omni-Channel Methods for Omni-Channel Console Events
Event Description Payload
•
workId
—the ID of a work assignment that’s routed to an agent.
sforce.console.ConsoleEvent.
PRESENCE.WORK_ACCEPTED
Fired when a user accepts a work assignment, or when a work assignment is automatically accepted.
Available in API version
32.0 or later.
•
workItemId
—the ID of the object that’s routed through
Omni-Channel. This object becomes a work assignment with a workId
when it’s assigned to an agent.
•
workId
—the ID of a work assignment that’s routed to an agent.
sforce.console.ConsoleEvent.
PRESENCE.WORK_DECLINED
Fired when a user declines a work assignment.
Available in API version
32.0 or later.
•
workItemId
—the ID of the object that’s routed through
Omni-Channel. This object becomes a work assignment with a workId
when it’s assigned to an agent.
•
workId
—the ID of a work assignment that’s routed to an agent.
sforce.console.ConsoleEvent.
PRESENCE.WORK_CLOSED
Fired when a user closes a tab in the console that’s associated with a work item. When the tab for that work item is closed, the status of the
AgentWork object associated with it automatically changes to
“Closed.”
Available in API version
32.0 or later.
•
workItemId
—the ID of the object that’s routed through
Omni-Channel. This object becomes a work assignment with a workId
when it’s assigned to an agent.
•
workId
—the ID of a work assignment that’s routed to an agent.
sforce.console.ConsoleEvent.
PRESENCE.WORKLOAD_CHANGED
Fired when an agent’s workload changes. This includes receiving new work items, declining work items, and closing items in the console. It’s also fired when there’s a change to an agent’s capacity or
Presence Configuration or when the agent goes offline in the
Omni-Channel widget.
•
ConfiguredCapacity
—the configured capacity for the agent.
•
PreviousWorkload
—the agent’s workload before the change.
•
NewWorkload
—the agent’s new workload after the change.
channel
The channel
object contains the following functions:
179
Methods for Omni-Channel
Name
channelId developerName
Type
String
String
Methods for Omni-Channel Console Events
Description
Retrieves the ID of a service channel that’s associated with a presence status.
Retrieves the developer name of the the service channel that’s associated with the channelId
.
180
GLOSSARY
A
Administrator (System Administrator)
One or more individuals in your organization who can configure and customize the application. Users assigned to the System
Administrator profile have administrator privileges.
Application Programming Interface (API)
The interface that a computer system, library, or application provides to allow other computer programs to request services from it and exchange data.
Asynchronous Calls
A call that does not return results immediately because the operation may take a long time. Calls in the Metadata API and Bulk API are asynchronous.
B
Boolean Operators
You can use Boolean operators in report filters to specify the logical relationship between two values. For example, the AND operator between two values yields search results that include both values. Likewise, the OR operator between two values yields search results that include either value.
C
Custom Links
Custom links are URLs defined by administrators to integrate your Salesforce data with external websites and back-office systems.
Formerly known as Web links.
D
Database
An organized collection of information. The underlying architecture of the Force.com platform includes a database where your data is stored.
Database Table
A list of information, presented with rows and columns, about the person, thing, or concept you want to track. See also Object.
Developer Edition
A free, fully-functional Salesforce organization designed for developers to extend, integrate, and develop with the Force.com platform.
Developer Edition accounts are available on developer.salesforce.com
.
181
Glossary
Salesforce Developers
The Salesforce Developers website at developer.salesforce.com
provides a full range of resources for platform developers, including sample code, toolkits, an online developer community, and the ability to obtain limited Force.com platform environments.
E
Enterprise Edition
A Salesforce edition designed for larger, more complex businesses.
F
Field
A part of an object that holds a specific piece of information, such as a text or currency value.
Field-Level Security
Settings that determine whether fields are hidden, visible, read only, or editable for users. Available in Professional, Enterprise,
Unlimited, Performance, and Developer Editions.
Force.com
The Salesforce platform for building applications in the cloud. Force.com combines a powerful user interface, operating system, and database to allow you to customize and deploy applications in the cloud for your entire enterprise.
G
Group Edition
A product designed for small businesses and workgroups with a limited number of users.
H
No Glossary items for this entry.
I
ID
See Salesforce Record ID.
Instance
The cluster of software and hardware represented as a single logical server that hosts an organization's data and runs their applications.
The Force.com platform runs on multiple instances, but data for any single organization is always stored on a single instance.
Interaction Log
An area in a Salesforce console where you can jot notes about the main record you're working on without clicking a button, viewing a new tab, or scrolling to the Notes & Attachments related list. Interaction logs are archived on the Activity History related list for easy review and retrieval. Administrators can customize interaction logs to include task fields.
182
Glossary
J
No Glossary items for this entry.
K
No Glossary items for this entry.
L
Logged-in User
In a SOAP API context, the username used to log into Salesforce. Client applications run with the permissions and sharing of the logged-in user. Also referred to as an integration user.
M
Metadata
Information about the structure, appearance, and functionality of an organization and any of its parts. Force.com uses XML to describe metadata.
Multitenancy
An application model where all users and apps share a single, common infrastructure and code base.
N
Navigation Tab
A tab with a drop-down button in a Salesforce console that lets you select and view object home pages.
O
Object
An object allows you to store information in your Salesforce organization. The object is the overall definition of the type of information you are storing. For example, the case object allow you to store information regarding customer inquiries. For each object, your organization will have multiple records that store the information about specific instances of that type of data. For example, you might have a case record to store the information about Joe Smith's training inquiry and another case record to store the information about Mary Johnson's configuration issue.
Organization
A deployment of Salesforce with a defined set of licensed users. An organization is the virtual space provided to an individual customer of Salesforce. Your organization includes all of your data and applications, and is separate from all other organizations.
183
Glossary
P
Personal Edition
Product designed for individual sales representatives and single users.
Platform Edition
A Salesforce edition based on Enterprise, Unlimited, or Performance Edition that does not include any of the standard Salesforce apps, such as Sales or Service & Support.
Primary Tab
A tab in a Salesforce console that displays the main item to work on, such as an account.
Production Organization
A Salesforce organization that has live users accessing data.
Professional Edition
A Salesforce edition designed for businesses who need full-featured CRM functionality.
Q
No Glossary items for this entry.
R
Record
A single instance of a Salesforce object. For example, “John Jones” might be the name of a contact record.
S
Salesforce Record ID
A unique 15- or 18-character alphanumeric string that identifies a single record in Salesforce.
Sandbox
A nearly identical copy of a Salesforce production organization for development, testing, and training. The content and size of a sandbox varies depending on the type of sandbox and the editioin of the production organization associated with the sandbox.
Salesforce Console
The Salesforce console is designed for users in fast-paced environments who need to find, update, and create records quickly. It improves upon the Agent Console in the Console tab by displaying records and related items as tabs on one screen.
Session ID
An authentication token that is returned when a user successfully logs in to Salesforce. The Session ID prevents a user from having to log in again every time he or she wants to perform another action in Salesforce. Different from a record ID or Salesforce ID, which are terms for the unique ID of a Salesforce record.
Session Timeout
The period of time after login before a user is automatically logged out. Sessions expire automatically after a predetermined length of inactivity, which can be configured in Salesforce from Setup by clicking Security Controls. The default is 120 minutes (two hours).
The inactivity timer is reset to zero if a user takes an action in the Web interface or makes an API call.
Sharing
Allowing other users to view or edit information you own. There are different ways to share data:
184
Glossary
•
Sharing Model—defines the default organization-wide access levels that users have to each other’s information and whether to use the hierarchies when determining access to data.
•
Role Hierarchy—defines different levels of users such that users at higher levels can view and edit information owned by or shared with users beneath them in the role hierarchy, regardless of the organization-wide sharing model settings.
•
Sharing Rules—allow an administrator to specify that all information created by users within a given group or role is automatically shared to the members of another group or role.
•
Manual Sharing—allows individual users to share records with other users or groups.
•
Apex-Managed Sharing—enables developers to programmatically manipulate sharing to support their application’s behavior.
See Apex-Managed Sharing.
SOAP (Simple Object Access Protocol)
A protocol that defines a uniform way of passing XML-encoded data.
Standard Object
A built-in object included with the Force.com platform. You can also build custom objects to store information that is unique to your app.
System Log
Part of the Developer Console, a separate window console that can be used for debugging code snippets. Enter the code you want to test at the bottom of the window and click Execute. The body of the System Log displays system resource information, such as how long a line took to execute or how many database calls were made. If the code did not run to completion, the console also displays debugging information.
T
Test Organization
See Sandbox.
Trigger
A piece of Apex that executes before or after records of a particular type are inserted, updated, or deleted from the database. Every trigger runs with a set of context variables that provide access to the records that caused the trigger to fire, and all triggers run in bulk mode—that is, they process several records at once, rather than just one record at a time.
U
Unlimited Edition
Unlimited Edition is Salesforce’s solution for maximizing your success and extending that success across the entire enterprise through the Force.com platform.
URL (Uniform Resource Locator)
The global address of a website, document, or other resource on the Internet. For example, http://www.salesforce.com.
V
Version
A number value that indicates the release of an item. Items that can have a version include API objects, fields and calls; Apex classes and triggers; and Visualforce pages and components.
185
Glossary
Visualforce
A simple, tag-based markup language that allows developers to easily define custom pages and components for apps built on the platform. Each tag corresponds to a coarse or fine-grained component, such as a section of a page, a related list, or a field. The components can either be controlled by the same logic that is used in standard Salesforce pages, or developers can associate their own logic with a controller written in Apex.
W
Web Service
A mechanism by which two applications can easily exchange data over the Internet, even if they run on different platforms, are written in different languages, or are geographically remote from each other.
Web Services API
A Web services application programming interface that provides access to your Salesforce organization's information. See also SOAP
API and Bulk API.
Wrapper Class
A class that abstracts common functions such as logging in, managing sessions, and querying and batching records. A wrapper class makes an integration more straightforward to develop and maintain, keeps program logic in one place, and affords easy reuse across components. Examples of wrapper classes in Salesforce include theAJAX Toolkit, which is a JavaScript wrapper around the Salesforce
SOAP API, wrapper classes such as
CCritical Section
in the CTI Adapter for Salesforce CRM Call Center, or wrapper classes created as part of a client integration application that accesses Salesforce using the SOAP API.
WSDL (Web Services Description Language) File
An XML file that describes the format of messages you send and receive from a Web service. Your development environment's SOAP client uses the Salesforce Enterprise WSDL or Partner WSDL to communicate with Salesforce using the SOAP API.
X
No Glossary items for this entry.
Y
No Glossary items for this entry.
Z
No Glossary items for this entry.
186
INDEX
A acceptAgentWork()
acceptChat()
addCustomEventListener()
addEventListener()
addPushNotificationListener()
addToBrowserTitleQueue()
Asynchronous calls
Authentication
B
Backward compatibility
Best practices
blinkCustomConsoleComponentButtonText()
C cancelFileTransferByAgent()
closeAgentWork()
closeTab()
Connecting to the Toolkit
Custom console components
D declineAgentWork()
declineChat()
disableTabClose
Domains multiple
whitelist
E
End-of-life
endChat()
events
F fireEvent()
fireOnCallBegin()
fireOnCallEnd()
fireOnCallLogSaved()
focusNavigationTab()
focusPrimaryTabById()
focusPrimaryTabByName()
focusSidebarComponent()
focusSubtabById()
187 focusSubtabByNameAndPrimaryTabID()
focusSubtabByNameAndPrimaryTabName()
Force.com canvas
G generateConsoleUrl()
getAgentInput()
getAgentState()
getAgentWorks()
,
getCallAttachedData()
getCallObjectIds()
getChatLog()
getChatRequests()
getCustomEvents()
getDetailsByChatKey()
getDetailsByPrimaryTabId()
getEnclosingPrimaryTabId()
getEnclosingPrimaryTabObjectId()
getEnclosingTabId()
getEngagedChats()
getFocusedPrimaryTabId()
getFocusedPrimaryTabObjectId()
getFocusedSubtabId()
getFocusedSubtabObjectId()
getMaxCapacity()
getNavigationTabs()
getPageInfo()
getPrimaryTabIds()
getSelectedNavigationTab()
getServicePresenceStatusChannels()
getServicePresenceStatusId()
getSubtabIds()
getTabLink()
I initFileTransfer()
integration.js
Introduction
isCustomConsoleComponentHidden()
isCustomConsoleComponentPoppedOut()
isCustomConsoleComponentWindowHidden()
isInConsole()
isInCustomConsoleComponent()
L
Live Agent
Index
login()
logout()
M
Methods acceptAgentWork()
acceptChat()
addCustomEventListener()
addEventListener()
addPushNotificationListener()
addToBrowserTitleQueue()
app-level custom console components
blinkCustomConsoleComponentButtonText()
call center
cancelFileTransferByAgent()
closeAgentWork()
closeTab()
computer-telephony integration (CTI)
console events
custom console components
declineAgentWork()
declineChat()
disableTabClose
endChat()
events
fireEvent()
fireOnCallBegin()
fireOnCallEnd()
fireOnCallLogSaved()
focusNavigationTab()
focusPrimaryTabById()
focusPrimaryTabByName()
focusSidebarComponent()
focusSubtabById()
focusSubtabByNameAndPrimaryTabId()
focusSubtabByNameAndPrimaryTabName()
generateConsoleUrl()
getAgentInput()
getAgentState()
getAgentWorks()
getCallAttachedData()
getCallObjectIds()
getChatLog()
getChatRequests()
getCustomEvents()
getDetailsByChatKey()
getDetailsByPrimaryTabId()
getEnclosingPrimaryTabId()
getEnclosingPrimaryTabObjectId()
188
Methods (continued) getEnclosingTabId()
getEngagedChats()
getFocusedPrimaryTabId()
getFocusedPrimaryTabObjectId()
getFocusedSubtabId()
getFocusedSubtabObjectId()
getMaxCapacity()
getNavigationTabs()
getPageInfo()
getPrimaryTabIds()
getSelectedNavigationTab()
getServicePresenceStatusChannels()
getServicePresenceStatusId()
getSubtabIds()
getTabLink()
initFileTransfer()
isCustomConsoleComponentHidden()
isCustomConsoleComponentPoppedOut()
isCustomConsoleComponentWindowHidden()
isInConsole()
isInCustomConsoleComponent()
Live Agent
login()
logout()
navigation tabs
Omni-Channel
Omni-Channel console events
onAgentSend()
onAgentStateChanged()
onCallBegin()
onCallEnd()
onCallLogSaved()
onChatCanceled()
onChatCriticalWaitState()
onChatDeclined()
onChatEnded()
onChatRequested()
onChatTransferredOut()
onCurrentCapacityChanged()
onCustomConsoleComponentButtonClicked()
onCustomEvent()
onEnclosingTabRefresh()
onFileTransferCompleted()
onFocusedPrimaryTab()
onFocusedSubtab()
onNewMessage()
onSendCTIMessage()
onTabSave()
Index
Methods (continued) onTypingUpdate()
openConsoleUrl()
openPrimaryTab()
openSubtab()
openSubtabByPrimaryTabName()
primary tabs
push notifications
refreshNavigationTab()
refreshPrimaryTabById()
refreshPrimaryTabByName()
refreshSubtabById()
refreshSubtabByNameAndPrimaryTabId()
refreshSubtabByNameAndPrimaryTabName()
removeEventListener()
removeFromBrowserTitleQueue()
removePushNotificationListener()
reopenLastClosedTab()
resetSessionTimeOut()
runSelectedMacro()
scrollCustomConsoleComponentButtonText()
selectMacro()
sendCTIMessage()
sendCustomEvent()
,
sendMessage()
setAgentInput()
setAgentState()
setCallAttachedData()
setCallObjectIds()
setCustomConsoleComponentButtonIconUrl()
setCustomConsoleComponentButtonStyle()
setCustomConsoleComponentButtonText()
setCustomConsoleComponentHeight()
setCustomConsoleComponentPopoutable()
setCustomConsoleComponentVisible()
setCustomConsoleComponentWidth()
setCustomConsoleComponentWindowVisible()
setSelectedNavigationTab()
setServicePresenceStatus()
setSidebarVisible()
setTabIcon()
setTabLink()
setTabStyle()
setTabTextStyle()
setTabTitle()
setTabUnsavedChanges()
subtabs
189
O
OAuth
Omni-Channel
Omni-Channel events
onAgentSend()
onAgentStateChanged()
onCallBegin()
onCallEnd()
onCallLogSaved()
onChatCanceled()
onChatCriticalWaitState()
onChatDeclined()
onChatEnded()
onChatRequested()
onChatTransferredOut()
onCurrentCapacityChanged()
onCustomConsoleComponentButtonClicked()
onCustomEvent()
onEnclosingTabRefresh()
onFileTransferCompleted()
onFocusedPrimaryTab()
onFocusedSubtab()
onNewMessage()
onSendCTIMessage()
onTabSave()
onTypingUpdate()
openConsoleUrl()
openPrimaryTab()
openSubtab()
openSubtabByPrimaryTabName()
Other resources
P
Push notifications
R refreshNavigationTab()
refreshPrimaryTabById()
refreshPrimaryTabByName()
refreshSubtabById()
refreshSubtabByNameAndPrimaryTabId()
refreshSubtabByNameAndPrimaryTabName()
removeEventListener()
removeFromBrowserTitleQueue()
removePushNotificationListener()
reopenLastClosedTab()
resetSessionTimeOut()
Resources for developers
runSelectedMacro()
Index
S
Salesforce Console Integration Toolkit
Using
Sample page
scrollCustomConsoleComponentButtonText()
selectMacro()
sendCTIMessage()
sendCustomEvent()
,
sendMessage()
setAgentInput()
setAgentState()
setCallAttachedData()
setCallObjectIds()
setCustomConsoleComponentButtonIconUrl()
setCustomConsoleComponentButtonStyle()
setCustomConsoleComponentButtonText()
setCustomConsoleComponentHeight()
setCustomConsoleComponentPopoutable()
setCustomConsoleComponentVisible()
setCustomConsoleComponentWidth()
setCustomConsoleComponentWindowVisible()
setSelectedNavigationTab()
setServicePresenceStatus()
setSidebarVisible()
setTabIcon()
setTabLink()
setTabStyle()
setTabTextStyle()
setTabTitle()
setTabUnsavedChanges()
Support policy
T
Typographical conventions
W
When to use the Salesforce Console Integration Toolkit
Working with the Salesforce Console Integration Toolkit
190
Preuzimanje
Oglas