Salesforce Service Agent Session Engagement
Salesforce Service Agent Session Engagement can be used to report on the Salesforce Service Agents. 1. Create a Report on "Service Agent Session Engagement" Report Type. 2. Select the fields ....
Author: Magulan Duraipandian
Salesforce Case Comment Notification Email Template
Salesforce Case Comment Notification Email Template is not available for customization. If you are using Email-To-Case feature and in the Email-to-Case setup "Notify Case Owners on New Emails" is enabled, it ....
Validation in Salesforce Flow
Using Custom Error Flow Component, we can do record validations in the Salesforce Flow. Flow gives more flexibility when compared to the Salesforce Validation Rules. In the record-triggered Flow, the ....
Invoke Salesforce Prompt Template using Apex
Salesforce Connect API can be used to invoke Prompt Template using Apex. Sample Prompt Template: Sample Template Content: You are a support representative who is tasked with creating a short ....
Remove Salesforce Messaging for In-App and Web Components from a Web Page
embeddedservice_bootstrap.utilAPI.removeAllComponents() can be used to remove all the Messaging for Web components from a page on our website. My use case was to remove the Salesforce Messaging for In-App and ....
Salesforce Messaging for In-App and Web Can’t display conversation Exception
Exception: Looks like something went wrong, and we can’t display the conversation. Resolution: Disable "Add Fallback Message" on the Messaging Channel settings. The Salesforce Embedded Service Deployment should be published ....
Track Salesforce Send Conversation Messages
If you want to track the Salesforce Send Conversation Messages invocations, then query ConvMessageSendRequest object/entity. Whenever Send Conversation Messages action is invoked, it is logged in ConvMessageSendRequest object/entity. Sample SOQL: ....
Lead capturing using Salesforce Agentforce
We can make use of custom Flow Action to create or capture Lead record when using Salesforce Agentforce Agent. To link the Lead to the Messaging Session, we can pass ....
Salesforce Agentforce
What is Salesforce Agentforce? Salesforce Agentforce is an autonomous agent that helps your Salesforce users by executing the business tasks. For example, repetitive tasks done by the Agentforce agent so ....
Pass Messaging Session from Agentforce to Flow Action
Standard MessagingSession context variable can be used to pass Messaging Session from Agentforce to Flow Action. https://www.infallibletechie.com/2024/12/context-variables-in-salesforce-agentforce.html Flow Input Variable Configuration for Messaging Session: Agent Action Configuration for passing MessagingSession: ....