Case Summary using Salesforce Prompt Template
Field 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 ....
Author: Magulan Duraipandian
Share Knowledge Articles content in Active Salesforce Messaging Session
Service 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 ....
Salesforce Einstein BOT Context Variable “LiveChatTranscript.Id” null
Salesforce 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, ....
Options to Chat with Real Agent or Salesforce Agentforce
In 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 ....
Transfer from Salesforce Agentforce to real Agents
We can transfer the Salesforce Agentforce Messaging Sessions to the real human agents to assist further if the Agentforce agent is unable to help on the customer requests. Please check ....
Hide Chat Icon and launch Messaging on Button Click in Salesforce Messaging for In-App and Web in Experience Cloud Site
embeddedservice_bootstrap.settings.hideChatButtonOnLoad = true; can be used to hide the Salesforce Messaging for In-App and Web chat icon when the Page loads. embeddedservice_bootstrap.utilAPI.launchChat() can be used to launch the Salesforce Messaging ....
Salesforce Flow Scheduled Paths getting rescheduled
In Salesforce, the Flow Scheduled Paths will get rescheduled due to the following reasons: 1. Number of scheduled flows limit is exceeded. https://www.infallibletechie.com/2022/02/how-to-find-actively-scheduled-flows-in.html 2. The Scheduled Path execution failed due ....
Send Email To Case using Salesforce Apex
EmailMessages.getFormattedThreadingToken() returns the email threading token that is formatted with the correct prefix and suffix which is used in the Salesforce Email-To-Case threading. The returned token can be added to ....
Context Variables in Salesforce Agentforce
In this Blog Post, I have used Pre-Chat fields in the Messaging for In-App and web to capture First Name, Last Name and Email of the visitor. Using Omni-Channel Flow, ....
Handle Date data type in Salesforce Agentforce
We can handle Date data type in Salesforce Agentforce. In this Blog Post, I have gathered start and end dates from the customer to fetch and display available Products to ....