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Embedded Service prechat form creates new records, but does not find available records.

Veröffentlichungsdatum: May 15, 2026
Beschreibung

Administrators often use prechat form data to create new records or open existing records for their agents when a chat comes in.

For example, the chat visitor enters First Name & Last Name and\or Email Address into the Embedded Service prechat form and the system will findOrCreate a Contact record depending on the prechat form input. 

This article focuses on why the prechat findOrCreate is creating a Contact but not finding an existing Contact record.


**Note - This issue is not specific to Contacts and can occur for other object types as well

Lösung
If the fields on the prechat form are encrypted, this issue will occur. Fields encrypted with probabilistic encryption cannot be queried (including findOrCreate). 

You can verify field encryption by navigating to Setup > Encryption Policy.

To resolve this issue, disable encryption on the affected fields or enable Deterministic Encryption as detailed in Considerations for Using Deterministic Encryption.
 
Nummer des Knowledge-Artikels

000384109

 
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Salesforce Help | Article