SnapEngage Support Center

This help article lists the fields that SnapEngage sets when you use the default Salesforce integration settings:

If you select: “I use Salesforce for Support. Create contacts and cases.”

Cases

Subject –> “Live Chat with <name>” Or “Support Request from <name>”

Description –> <initial chat message>, <geo location>, <coming from url>, <os/browser info>, <language>, <js/other variables>

Origin –> “Web”

SuppliedEmail –> <visitor email address>

Type –> “SnapEngage”

ContactId –> <from Salesforce>

OwnerId –> <chat agent id – if agent mapping configured> (Or else defaults to Admin account)

Contacts

Email –> <visitor email address>

FirstName –> <from SnapEngage contact data> (If available)

LastName –> <from SnapEngage contact data> (or “t.b.d” if not available, since this is Required)

Description –> “SnapEngage user name: <contact data name>” (If available)

Title –> <from SnapEngage contact data> (If available)

Phone –> <from SnapEngage contact data> (If available)

If you select: “I use Salesforce for Sales. Create new leads.”

Leads

Email –> <visitor email address>

FirstName –> <from SnapEngage contact data> (If available)

LastName –> <from SnapEngage contact data> (or “t.b.d” if not available, since this is Required)

Description –> <initial chat message>, <geo location>, <coming from url>, <os/browser info>, <language>, <js/other variables>

LeadSource –> ”Live Chat” Or “Web Form” (If Offline request)

Title –> <from SnapEngage contact data> (If available)

Company –> <from SnapEngage contact data> (or “t.b.d” if not available, since this is Required)

Phone –> <from SnapEngage contact data> (If available)

OwnerId –> <chat agent id – if agent mapping configured> (Or else defaults to Admin account)

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