How to link a new Contact/Case to an existing Account?

Question

I'm using the Android SDK, Chat functionalities, currently I'm able to create a new Contact, Case and link those two. How can I link the created Contact/Case to an existing account?

The following code is capable to create a new Case, but it is not making the link with the Account.

// Account 
val accountEntity = ChatEntity.Builder()
                .showOnCreate(true)
                .linkToTranscriptField("Account")
                .addChatEntityField(
                        ChatEntityField.Builder()
                                .doFind(true)
                                .isExactMatch(true)
                                .doCreate(false)
                                .build("AccountNumber", erpCustomerNumber))
                .build("Account")

// Map Subject to a field in a Case record
val caseEntity = ChatEntity.Builder()
                .showOnCreate(true)
                .linkToTranscriptField("Case")
                .linkToAnotherSalesforceObject(accountEntity, "AccountId")
                .addChatEntityField(
                        ChatEntityField.Builder()
                                .doFind(true)
                                .isExactMatch(true)
                                .doCreate(true)
                                .build("Subject", subject))
                .build("Case")

The following code is capable to link the Contact with the Case:

val contactEntity = ChatEntity.Builder()
                .showOnCreate(true)
                .linkToTranscriptField("Contact")
                .linkToAnotherSalesforceObject(caseEntity, "ContactId")
                .addChatEntityField(firstNameField)
                .addChatEntityField(lastNameField)
                .addChatEntityField(emailField)
                .addChatEntityField(descriptionField)
                .build("Contact")

Answer 1

Based on the documentation, the linkToAnotherSalesforceObject method is to be invoked by the pointed entity in the lookup relationship (just like you have done in your Contact working example).

So you may try declaring the caseEntity first and then referencing it in the Account ChatEntity instantiation:

// Map Subject to a field in a Case record
val caseEntity = ChatEntity.Builder()
                .showOnCreate(true)
                .linkToTranscriptField("Case")
                .addChatEntityField(
                        ChatEntityField.Builder()
                                .doFind(true)
                                .isExactMatch(true)
                                .doCreate(true)
                                .build("Subject", subject))
                .build("Case")
// Account 
val accountEntity = ChatEntity.Builder()
                .showOnCreate(true)
                .linkToTranscriptField("Account")
                .linkToAnotherSalesforceObject(caseEntity, "AccountId")
                .addChatEntityField(
                        ChatEntityField.Builder()
                                .doFind(true)
                                .isExactMatch(true)
                                .doCreate(false)
                                .build("AccountNumber", erpCustomerNumber))
                .build("Account")

Answer 2

Got the code to work. I had to link the Account to the contact instead to the case. Thanks for the help.

 // Conatct creatation
    val contactEntity = ChatEntity.Builder()
            .showOnCreate(true)
            .linkToTranscriptField("Contact")
            .linkToAnotherSalesforceObject(caseEntity, "ContactId")
            .addChatEntityField(firstNameField)
            .addChatEntityField(lastNameField)
            .addChatEntityField(emailField)
            .addChatEntityField(descriptionField)
            .build("Contact")

    // Load account
    val accountEntity = ChatEntity.Builder()
            .showOnCreate(true)
            .linkToTranscriptField("Account")
            .linkToAnotherSalesforceObject(contactEntity, "AccountId")
            .addChatEntityField(
                    ChatEntityField.Builder()
                            .doFind(true)
                            .isExactMatch(true)
                            .doCreate(true)
                            .build("AccountNumber", erpCustomerNumber))
            .build("Account")



chatConfigurationBuilder.chatUserData(firstName, lastName, email, subject, description, erpCustomerNumber)
        chatConfigurationBuilder.chatEntities(contactEntity, caseEntity, accountEntity)