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@loadsmart/rn-salesforce-chat

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# rn-salesforce-chat ## Getting started `$ npm install @loadsmart/rn-salesforce-chat --save` or `$ yarn add @loadsmart/rn-salesforce-chat` if yarn is used. ### Mostly automatic installation On your project root run: `$ react-native link @loadsmart/rn-salesforce-chat` Add the following maven repository to your project's `build.gradle` file: ```java allprojects { repositories { maven { url 'https://s3.amazonaws.com/salesforcesos.com/android/maven/release' } } } ``` Add the following pod sources to your project's `Podfile` file: ```js source 'https://github.com/CocoaPods/Specs.git' source 'https://github.com/goinstant/pods-specs-public' ``` Open your ios folder and run: `$ pod install` That's it! ### Manual installation #### iOS 1. On Xcode, in the project navigator, right click `Libraries` `Add Files to [your project's name]` 2. Go to `node_modules` `rn-salesforce-chat` and add `RNSalesforceChat.xcodeproj` 3. Again in the project navigator, select your project. Add `libRNSalesforceChat.a` to your project's `Build Phases` `Link Binary With Libraries` 4. Run your project (`Cmd+R`) #### Android 1. Add the following maven repository to your project's `build.gradle` file: ```java allprojects { repositories { maven { url 'https://s3.amazonaws.com/salesforcesos.com/android/maven/release' } } } ``` 2. Append the following lines to `android/settings.gradle`: ``` include ':rn-salesforce-chat' project(':rn-salesforce-chat').projectDir = new File(rootProject.projectDir, '../node_modules/rn-salesforce-chat/android') ``` 3. Insert the following lines inside the dependencies block in `android/app/build.gradle`: ``` implementation project(path: ':@loadsmart_rn-salesforce-chat') ``` 4. Open `android/app/src/main/java/[...]/MainApplication.java` - Add `import com.rn.salesforce.chat.RNSalesforceChatPackage;` to the imports at the top of the file - Add `new RNSalesforceChatPackage()` to the list returned by the `getPackages()` method <br/> **Note**: This library does not support **Expo**. --- ## Prepare App Submission for iOS Before you can submit your app to the App Store, you need to strip development resources (such as unneeded architectures and header resources) from the dynamic libraries used by the Salesforce Service SDK. Xcode doesn't automatically strip unneeded architectures from dynamic libraries, nor remove some header and utility resources. Apps that don't do this clean up are rejected from the App Store. For example, you might receive the following error: ``` ERROR ITMS-90085: No architectures in the binary. Lipo failed to detect any architectures in the bundle executable. ``` You can resolve this problem by using the script provided in the Salesforce ServiceCore framework that automatically strips unneeded architectures from the dynamic libraries and then re-signs them. To use this script: 1. Select Build Phases for your project target. 2. Create a Run Script phase to run the script. 3. Copy the script bellow and paste on the script box: ```sh if [ "${CONFIGURATION}" = "Release" ]; then $PODS_ROOT/ServiceSDK/Frameworks/ServiceCore.xcframework/ios-arm64/ServiceCore.framework/prepare-framework else $PODS_ROOT/ServiceSDK/Frameworks/ServiceCore.xcframework/ios-arm64_x86_64-simulator/ServiceCore.framework/prepare-framework fi; ``` This build phase **must occur after the link phase and all embed phases**. If you're using CocoaPods, make sure to put this script after the "[CP] Embed Pods Frameworks" phase. --- ## Usage example ```js import { SalesforceChatAPI } from '@loadsmart/rn-salesforce-chat' export default async function startSalesforceChat() { const salesforceApi = new SalesforceChatAPI() const PRE_CHAT_FIRST_NAME_KEY = "pre_chat_first_name_key" const PRE_CHAT_LAST_NAME_KEY = "pre_chat_last_name_key" const ENTITY_FIELD_FIRST_NAME_KEY = "entity_field_first_name_key" const ENTITY_FIELD_LAST_NAME_KEY = "entity_field_last_name_key" // creating pre chat data objects: const createPreChatData = async () => { salesforceApi.createPreChatData({ agentLabel: "First Name", value: "Some First Name", isDisplayedToAgent: true, transcriptFields: ["some transcript field"] preChatDataKey: PRE_CHAT_FIRST_NAME_KEY }) salesforceApi.createPreChatData({ agentLabel: "Last Name", value: "Some Last Name", isDisplayedToAgent: true, transcriptFields: ["some transcript field"] preChatDataKey: PRE_CHAT_LAST_NAME_KEY }) } // creating entity field objects: const createEntityFields = async () => { salesforceApi.createEntityField({ objectFieldName: "First Name", doCreate: false, doFind: true, isExactMatch: false, preChatDataKeyToMap: PRE_CHAT_FIRST_NAME_KEY, entityFieldKey: ENTITY_FIELD_FIRST_NAME_KEY }) salesforceApi.createEntityField({ objectFieldName: "Last Name", doCreate: false, doFind: true, isExactMatch: false, preChatDataKeyToMap: PRE_CHAT_LAST_NAME_KEY, entityFieldKey: ENTITY_FIELD_LAST_NAME_KEY }) } // creating an entity object: const createEntities = async () => { salesforceApi.createEntity({ objectType: 'Contact', linkToTranscriptField: 'ContactId', showOnCreate: true, entityFieldKeysToMap: [ENTITY_FIELD_FIRST_NAME_KEY, ENTITY_FIELD_LAST_NAME_KEY], }) } /* configure chat Be extra careful in this step, correctly applying the right configuration. Wrong configuration can lead to unexpected crashes and the Salesforce SDK may not provide any warnings or error messages for those. */ const configureChat = async () => { salesforceApi.configureChat({ orgId: "ORG_ID", buttonId: "BUTTON_ID", deploymentId: "DEPLOYMENT_ID", liveAgentPod: "LIVE_AGENT_POD", visitorName: "Some Visitor Name" }) } // start chat const startChat = async () => { salesforceApi.openChat((errorMessage: string) => { // error handling console.debug('got error', errorMessage) }, () => { // success handling console.debug('got success') }) } await createUserData() await createEntityFields() await createEntities() await configureChat() await startChat() } ``` --- ## Handling events There are two types of events that are sent: `ChatSessionStateChanged` and `ChatSessionEnd`. Events for `ChatSessionStateChanged` - **Connecting** - A connection with Live Agent servers is being established. - **Queued** - A connection has been established, but queueing for next available agent. - **Connected** - Connected with an agent to facilitate a chat session. - **Ending** - Session is in the process of cleaning up network connections and ending. - **Disconnected** - No active session. There will be no outgoing/incoming chat traffic. Events for `ChatSessionEnd` - **EndReasonUser** - Session was ended due to user interaction. - **EndReasonAgent** - Session was ended remotely by the agent. - **EndReasonNoAgentsAvailable** - Session was ended as a result of no agents being available. - **EndReasonTimeout** - Session was ended due to a network disruption resulting in a timeout. - **EndReasonSessionError** - Session was ended as the result of a fatal error. Usage example: ```js import { NativeEventEmitter, NativeModules } from 'react-native' ... const salesforceChat = NativeModules.RNSalesforceChat const eventEmitter = new NativeEventEmitter(NativeModules.RNSalesforceChat) eventEmitter.removeAllListeners(salesforceChat.ChatSessionStateChanged) eventEmitter.removeAllListeners(salesforceChat.ChatSessionEnd) eventEmitter.addListener(salesforceChat.ChatSessionStateChanged, event => { // custom code console.debug('received ChatSessionState event', event.state) }) eventEmitter.addListener(salesforceChat.ChatSessionEnd, event => { // custom code console.debug('received ChatEndReason event state', event.reason) }) ``` --- ## Styling ### Android: Chat styling for Android can be made directly in the native module of your app. You can use this official Salesforce [guide](https://developer.salesforce.com/docs/atlas.en-us.noversion.service_sdk_android.meta/service_sdk_android/android_customize_colors.htm). ### iOS For iOS, you can use the available method `setupChatColorIOS`, passing the RGBA values along with the desired color token name, like so: ```js setupChatColorIOS(redValue, greenValue, blueValue, alphaValue, colorToken); ``` The available color tokens are: - **BrandPrimary**: used for primary visual elements such as header colors; - **BrandSecondary**: used for action button colors; - **BrandSecondaryInverted**: used for actionable labels placed on brand secondary elements, such as action buttons and submit buttons; - **ContrastPrimary**: used for the majority of text; - **ContrastQuaternary**: the chat background color; - **ContrastInverted**: used for areas where high contrast are needed; - **NavbarBackground**: the navigation background color; - **NavbarInverted**: the navigation bar text/button color. All of these color tokens are exported as constants: ```js import { NativeModules } from 'react-native' ... const { RNSalesforceChat } = NativeModules const { ContrastQuaternary, NavbarInverted, ContrastPrimary } = RNSalesforceChat.getConstants() // and so on ``` Example of usage - setting the chat background color: ```js const { ContrastQuaternary } = RNSalesforceChat.getConstants(); salesforceApi.setupChatColorIOS(51, 204, 96, 1, ContrastQuaternary); ``` To know more about, access the iOS Salesforce chat [guide](https://developer.salesforce.com/docs/atlas.en-us.noversion.service_sdk_ios.meta/service_sdk_ios/customize_colors.htm). --- ## License [MIT](./LICENSE) --- ## Contributing ### RFCs If you want to submit a "Request for comments" proposal, branch out from `master` (i.e.: `rfc/my-feature`) copy `0000-template.md` to `rfc/0000-my-feature.md` (where 'my-feature' is descriptive. don't assign an RFC number yet), fill in the RFC and submit a PR. If your RFC gets approved, you can then merge the PR to `master`.