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Live Agent Credit Card Question - Two Part

Salesforce Asked by Stephanie Dorman on January 21, 2021

I am trying to accomplish two things with live agent that shouldn’t be TOO difficult but I can’t find the solution anywhere…

  1. We want to be able to accept credit cards, so we need live agent to NOT save credit card numbers in the transcript for PCI compliance. How would I go about doing this?

  2. We want the agents to be able to click the credit card number in the chat window, and have it populate the card number – because we don’t let agents cut and paste. Can anyone point me in the right direction for some code that would accomplish this?

Neither one of these should be a new request – but it seems there are no apps that do anything with this. UGH! 🙂

One Answer

Custom details are not saved unless you specify it, so you just need to ensure you are not saving it in the code.

If you want the credit card information to be available as a "custom detail" in the chat window, you would need to capture that before the chat starts, either using the pre-chat form (pre-chat API) or the deployment API. You can then use the getdetails() method to retrieve this information from the chat window which you would have to build. See "Accessing Chat Details for your Visualforce Chat Window" in the Live Agent Developer Guide

http://www.salesforce.com/us/developer/docs/live_agent_dev/index.htmGuide

Answered by PepeFloyd on January 21, 2021

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