Step 1. Create a custom field
Create a new custom "Screen Share" field to the
ChatTranscript object, type
url. You can make it read-only and visible to the agent.
Step 2. Make sure Salesforce Chat and Upscope are installed on the same page
Upscope will detect Salesforce Chat automatically. You can check if the Chat SDK is available by looking for the
embedded_svc object in the browser inspector.
Different field name?
Upscope will automatically add the chat link to a field named
Screen_Share__c. If your field name is different, you can change it in the Upscope installation script.
// ... rest of installation script
"sfdcFieldId": "Co_Browse__c", // <- Field ID here
// ... all other custom options
Step 3. That's it!
There is no Step 3. The link to start a session will be automatically added to all incoming chats!