SalesforceEnhancedChat

Overview

This component plug-in enables Appian applications to embed Salesforce Enhanced Chat (Messaging for In-App and Web / MIAW) directly into SAIL interfaces, including support for authenticated user verification using signed JWT tokens.

It addresses enterprise use cases where Appian serves as a digital front end while Salesforce powers service conversations, allowing organizations to provide seamless embedded chat for support, claims, servicing, intake, and engagement scenarios without leaving Appian.

The plug-in supports both anonymous and authenticated chat sessions, hidden and visible pre-chat field mapping, automatic token refresh, and host-driven conversation controls, making it suitable for regulated enterprise environments such as insurance, banking, healthcare, and customer service.

Key Features & Functionality

Core Component Features:

  • Embed Salesforce Enhanced Chat (MIAW) inside Appian interfaces
  • Supports authenticated and anonymous chat sessions
  • Auto-launch chat support
  • Optional hide chat button and minimize button controls
  • Embedded conversation lifecycle controls (open, close, minimize, end, clear session)

Authentication Features:

  • Salesforce User Verification using JWT
  • Integration with Salesforce JWT Connected System via Client API
  • Automatic identity token refresh handling on expiry
  • Secure identity token provider pattern using userVerificationAPI.setIdentityTokenProvider()

Pre-Chat Features:

  • Hidden pre-chat field injection
  • Visible pre-chat field overrides
  • Dynamic mapping of user context into Salesforce messaging

Runtime Controls:

  • Host-controlled conversation actions from SAIL
  • Conversation status output back into Appian
  • Debug/dev mode support
  • Shadow DOM aware minimize-button handling

Component Inputs:

  • orgId
  • deploymentName
  • siteUrl / scrt2Url
  • connectedSystem
  • userIdentifier
  • pre-chat mappings
  • language and UI behavior controls
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