Avo4SF Device Fields Package
Add-on package to Avo4SF that allows for tracking live chat device data on Contact and Leads
The Avo4SF Device Fields package is an unlocked package that works as an add-on to your Avochato for Salesforce package, and allows you to track live chat device information within the Lead, Contact and Person Account.
This article walks you through the ins and outs of this package.
Package Overview
Device Fields on Contact & Lead
This package is a special add-on package that installs several new custom fields to your Salesforce org, including:
Field API Name | Label | Type | Description |
Avochato_Browser_Version__c | Avochato Browser Version | string (40) | Info based on the live chat device |
Avochato_Browser__c | Avochato Browser
| string (60) | Info based on the live chat device |
Avochato_Device_Type__c | Avochato Device Type | string (40) | Info based on the live chat device |
Avochato_Device__c | Avochato Device | string (60) | Info based on the live chat device |
Avochato_IP__c | Avochato IP | string (40) | Info based on the live chat device |
Avochato_OS_Version__c | Avochato OS Version | string (40) | Info based on the live chat device |
Avochato_OS__c | Avochato OS | string (20) | Info based on the live chat device |
Avochato_Ticket_Id__c | Avochato Ticket Id | string (120) | Unique identifier for Avochato live chat conversations |
Avochato_Widget_Dropdown__c | Avochato Widget Dropdown | string (40) | The answer given to the live chat widget dropdown question |
Avochato_Widget_Referral_URL__c | Avochato Widget Referral URL | url | The full URL of the page where this live chat started. Includes URL parameters. |
How to Install
Install the Package
Use the following link to install the latest Avo4SF Device Fields unlocked package.
When prompted for the password, use the password: avo4sfDFver1.0
Post Install Permissions (Required)
Once the Device Fields package is installed, there’s a few field level security permissions that need to be adjusted to expose the new custom fields to your Salesforce automation and users.
Although you can configure these permissions with your own Profile or Permission Set adjustments, we suggest making the following adjustments:
- Go into the
Avochato Connected App Userpermission set, click into Object Settings → Contacts - Edit the field level permissions that you would like all your Avo4SF users to have for each of the new custom fields. Here’s a sample of those permissions below. Click Save.
- Repeat the steps above on Object Settings → Lead if your team uses Salesforce Leads.
Page Layout adjustments
If you’re using these new Contact or Lead device custom fields, edit the active Page Layout associated with the Contact/Lead and add the device fields onto the page. We suggest adding a “Avochato Device Info” section, as demonstrated below:
Important Fine Print
Some important notes about this package:
- This is an unlocked package that’s not officially on the AppExchange. It has not passed an official Security Review - the installer uses it at their own risk.
- With that being said, we are SOC 2 compliant, always follow secure development practices.
- Being an unlocked package means that the installing SFDC org can see the code and make modifications as if the installing org created it themselves.
- This gives you flexibility to make additional tweaks and enhancements that suit your specific SF org and use cases.
- If you’ve made custom changes to the package on your org, newer versions of the package will overwrite those changes.
- Only install a newer version of the Avo4SF Device Fields package if you haven’t made any modifications to the existing components of the package (or are 100% comfortable with any updates that might delete those custom modifications).