Glance Cobrowse for Lightning Digital Experiences (Communities)

This document outlines the process to implement Glance Cobrowse features on Salesforce Lightning Digital Experiences.

NOTE: Salesforce has renamed Communities to Digital Experiences. More information is available here.

Prerequisites

Before you begin, ensure that:

• You have a Glance Account.
• You have set up a Salesforce Digital Experience, and the Digital Experience is enabled in your org. To enable a Digital Experience, go to Setup, enter Digital Experiences in the search bar, and select All Sites> New.

Create a Cobrowse Button

First, you will create a button where you will initiate Cobrowse sessions.

1. Log into the Salesforce Org as the system admin.
2. Navigate to Setup and enter All Sites into the Quick Find bar.
3. Select All Sites from the returned results on the left menu bar.
4. Locate the Site where you want to add Glance Cobrowse, and select Builder.
5. Create a new lightning component button where you will initiate cobrowse. Note you are creating a default button, not using a lightning button.
6. Go to the gear icon (settings)>Developer and click the Developer Console button in the top-right corner.
7. Select File> New > Lightning Component.
8. Enter a name and description and click Submit.
9. Open the .cmp file that was created, and paste in this code:

  <aura:component implements="force:appHostable,flexipage:availableForAllPageTypes,flexipage:availableForRecordHome,force:hasRecordId,forceCommunity:availableForAllPageTypes,force:lightningQuickActionWithoutHeader" access="global">
      <button onclick="{! c.startCobrowse }"> Cobrowse </button>
 </aura:component>

10. On the right-hand side, click Controller to open the buttoncontroller.js file.

11. Paste the following code and save the file:

 ({
     startCobrowse: function(cmp, event) {
         window.postMessage("startCobrowse", "*");
     }
 })

12. Add the button to your page.

Tag the Digital Experience Site

Next, modify the security settings and add the Cobrowse script tag.

1. Log in as the system Admin.
2. Click the gear icon(Settings) from the left-side menu.
3. Search for CSP Trusted Sites:
   1. For Script Security Level, select Allow Inline Scripts and Script Access to Whitelisted Third-party Hosts.
   2. Under Trusted Sites for Scripts, add the following sites:
      • https://s3.amazonaws.com/
      • https://www.glancecdn.net
      • https://*.glance.net
   3. Click the CSP Trusted Sites link in the descriptive text of the section.
   4. Click New Trusted Site to add the following sites:
      • https://s3.amazonaws.com
      • https://www.glancecdn.net
      • https://*.glance.net
      • If you are using 1-Click Connect from Chat or a button, wss://*.glance.net
   5. Under CSP Directives, select all of the directives:
      • Allow site for connect-src
      • Allow site for font-src
      • Allow site for frame-src
      • Allow site for ing-src
      • Allow site for media-src
      • Allow site for style-src
   6. Click Save
4. Select the Advanced tab and click Edit Head Markup.
5. Add the Glance Cobrowse JavaScript Loader Tag in the Head Markup to allow the cobrowse session to happen on the site. This is an example of the script tag and includes the cobrowse script tag and listener script; replace your group ID where specified:

<script
  id="glance-cobrowse"
  type="text/javascript"
  src="https://www.glancecdn.net/cobrowse/CobrowseJS.ashx?group=<!--your id here->&site=production"
  data-groupid="<!--your id here-->"
  data-site="production"
  data-presence="on"
  charset="UTF-8"
></script>
<script>
    window.onload = function() {
        document.addEventListener("DOMContentLoaded", function(event) {
            document.getElementById("glancestartbutton").onclick = function () {
                GLANCE.Cobrowse.Visitor.startSession();
            };
        });
    };
window.addEventListener("message", startGlanceSession, false);
    function startGlanceSession(event) {
        if (event.origin !== 'https://' + window.location.hostname) {
            return;
        }
        if(event.data !== "startCobrowse") {
            return;
        }
        GLANCE.Cobrowse.Visitor.startSession();
    }
</script>

6. Click Save at the bottom of the page, and click Publish. You will receive an email message after the site has finished publishing.

7. Check and confirm that the cobrowse functionality is performing as expected on the site pages by clicking the Cobrowse button.