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Recent Posts
- Salesforce Reset User Password REST APIPlease do a DELETE HTTP Request to reset the password for the users using standard Salesforce REST API. Syntax: https://{Your Domain URL}/services/data/vXX.X/sobjects/User/{Id of the User}/password Developer Article: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_sobject_user_password_delete.htm The following exception is thrown if the integration user doesn’t have “Manage Users” permission. Grant the permission via Profile or Permission… Read more: Salesforce Reset User Password REST API
- Salesforce Agentforce assist using Files ContentIn Salesforce Agentforce, we can use Einstein Data Library to upload files. “Answer Questions With Knowledge” standard action will make use of the content of the uploaded files to assist the customer. Sample Files: Sample PDF File Content: Output:
- Pass Pre-Chat to Salesforce Messaging for In-App and Web REST APIWhen we invoke the Salesforce Messaging for In-App and Web REST API, routingAttributes can be used to pass the Pre-Chat field values. 1. Setup the Salesforce Messaging for In-App and Web REST API configurations. 2. In the Omni-Channel Flow, create the Input variables. 3. In the Messaging Channel, map… Read more: Pass Pre-Chat to Salesforce Messaging for In-App and Web REST API
- Salesforce Agentforce action Answer Questions With KnowledgeSalesforce Agentforce action “Answer Questions With Knowledge” helps the AI Agent to answer and help customers for their inquiries. Output: Troubleshooting:
- Invoke Record Triggered Flow in Salesforce Approval ProcessApex trigger will not be invoked as a result of initiating or completing an approval process. Help Article:https://help.salesforce.com/s/articleView?id=000383878&type=1 Similarly, it is not supported for record-triggered Salesforce Flows. Idea for this feature:https://ideas.salesforce.com/s/idea/a0B8W00000GdeyQUAR/allow-an-approval-process-to-trigger-a-flow Please vote for the above idea to avoid customization. Workaround: In this video, I have used Process Instance… Read more: Invoke Record Triggered Flow in Salesforce Approval Process
- Get Current Approver using Salesforce ApexProcessInstance object/entity contains the current pending Approval Step. TargetObjectId can be used to get the Approval Step for the record. Using the ProcessInstance, we can query the ProcessInstanceWorkitem object/entity to get the current or next approver on which the record is waiting to complete the Approval Process in Salesforce.… Read more: Get Current Approver using Salesforce Apex
- Salesforce Trigger to set Latest Opportunity for an AccountSalesforce Apex Trigger can be used to set the latest Opportunity for an Account. In the following Apex Trigger, I have used a custom field “Latest_Opportunity__c” on the Opportunity Object. This new custom field “Latest_Opportunity__c” on the Opportunity Object will be set as true for only one latest Opportunity… Read more: Salesforce Trigger to set Latest Opportunity for an Account
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