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Recent Posts
- Salesforce Exception User doesn’t have access to use agentException: Resolution: User doesn’t have access to use agent Salesforce Exception occurs when you try to create Agentforce Agent in Salesforce with incorrect Agent User type. User License should be Einstein Agent for the Agent User while configuring the Salesforce Agentforce agent. You can select New Agent User if… Read more: Salesforce Exception User doesn’t have access to use agent
- Change the Salesforce Messaging for In-App and Web Chat Icon Positionembeddedservice_bootstrap.settings.chatButtonPosition can be used to change the Salesforce Messaging for In-App and Web Chat Icon Position or Location. Sample Code: In this Blog Post example, the chat icon is 100px from the bottom and 100px from the right. The value can be adjusted to make it display in the… Read more: Change the Salesforce Messaging for In-App and Web Chat Icon Position
- Salesforce Actions & RecommendationsSalesforce Actions & Recommendations Component helps us to configure a to-do list for the users. Users can invoke flows, quick actions, and recommendations from the configured Next Best Action strategies. 1. Go to “Actions & Recommendations” in Salesforce Setup. Click “New Deployment” button to create a “Actions & Recommendations… Read more: Salesforce Actions & Recommendations
- Case Summary using Salesforce Prompt TemplateField Generation Prompt Template Type can be used in Salesforce to Summarize the case record. In this Blog Post, I have used Case Subject and Case Comments to generate the Case Summarization. 1. Go to Salesforce Setup. 2. Select “Prompt Builder”. 3. Click the “New Prompt Template” button. 4.… Read more: Case Summary using Salesforce Prompt Template
- Share Knowledge Articles content in Active Salesforce Messaging SessionService Agents or Representatives can quickly insert Salesforce Knowledge Articles content when on Active Messaging Session using “Insert Article into Conversation” action. 1. Go to Object Manager. 2. Search and select the Knowledge object. 3. Select “Communication Channel Mappings”. 4. Click the New Button. 5. In the “Select Communication… Read more: Share Knowledge Articles content in Active Salesforce Messaging Session
- Salesforce Einstein BOT Context Variable “LiveChatTranscript.Id” nullSalesforce Einstein BOT Context Variable “LiveChatTranscript.Id” will be null if the Routing Type is not either ‘Omni-Channel’ or ‘Button Skills’. So, the RoutingId will be null if you choose Choice, Least Active and Most Available as the Routing Type. When the routing type is not ‘Omni-Channel’ or ‘Button Skills’… Read more: Salesforce Einstein BOT Context Variable “LiveChatTranscript.Id” null
- Options to Chat with Real Agent or Salesforce AgentforceIn the Omni-Channel Flow, we can decide whether the Salesforce Messaging Session records should be routed to the human Agent or Agentforce Agent. In order to do the decision in the Omni-Channel Flow, we can pass hidden pre-chat field value. In this Blog Post, I have used 1. embeddedservice_bootstrap.settings.hideChatButtonOnLoad… Read more: Options to Chat with Real Agent or Salesforce Agentforce
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