Overview
If you're having trouble setting up the Fin Messenger in your Salesforce portal, we have a Salesforce unlocked package that installs a Lightning Web Component (LWC) in your Salesforce organization. When embedded within your Salesforce portal, this launches the Fin Messenger.
You can learn more about the Salesforce unlocked package below. Reach out to customer support if you would like to proceed with installing it for your Salesforce organization.
Unlocked package
There are 4 bits to the unlocked package,
Custom Settings - This will host the Fin App Id & JWT Secret key
Apex Class - It will be responsible for generating the encoded JWT securely in the backend using the JWT Secret key.
Lightning Web Component (LWC) - An empty component that calls the Apex class to return the App Id & encoded JWT & creates a CustomEvent.
Head Markup - We load Intercom’s JS in here and create an event listener for the CustomEvent and boot the Fin messenger using the event details.
How do we configure it?
Once the unlocked package is deployed to your Salesforce organization. All you need to do is:
Configure the Custom Settings with your App Id & JWT Secret.
Add CSP rules to allow Intercom’s widget to load via Security & Privacy.
Add JS code linked below to your Head Markup.
(Optionally) You may tweak the Apex class to set the user details or pass in additional attributes as per your need.