Contact Selection in Salesforce Voice Call Record
1. Check whether you are using Custom field or standard Contact field. 2. If you are using Standard Contact field(CallerId), check the following in Related Record Configuration on the Lightning ....
Category: Salesforce
How to setup Survey for Salesforce Digital Engagement Messaging?
Note:To configure Survey in Salesforce Messaging Channels, Feedback Management - Starter and Feedback Management - Growth licenses are needed.Reference Help article:https://help.salesforce.com/s/articleView?id=sf.task_distribute_surveys_using_digital_engagement_channels.htm&type=5 1. Create a Permission Set. In System Permissions, enable ....
How to display logged in User Account Related Cases in Salesforce Experience Cloud Site?
Standard Related Record List component can be used to display logged in User Account Related Cases in Salesforce Experience Cloud Site. 1. Add Related Record List component to the Home page ....
Related Record List Setup in Salesforce Experience Cloud Site
1. Use {!recordId} in the Parent Record Id. 2. Use the Child Relationship Name in the Related List Name. Related Record List Configuration in the Experience Cloud Builder: Output: https://youtu.be/mJzoYo4-cis
Unable to remove Object from the Salesforce Queue
To avoid the "The Following queues are in use by default owner setting, workflow rule, sharing rule, email routing address or actual record owner:" exception in Salesforce, do the followingChange ....
How to retrieve Metadata in Salesforce Code Builder?
1. Launch the Project from Salesforce Code Builder App. To Setup and install Salesforce Code Builder, check the following link: https://www.infallibletechie.com/2022/07/how-to-install-and-setup-salesforce-code-builder.html 2. Click Org Browser. 3. Mouse Over the Metadata ....
You can’t abort Apex Token jobs Exception in Salesforce
Apex Token Jobs cannot be aborted. To know more about Apex Token Jobs, check the following article:https://help.salesforce.com/s/articleView?id=000338931&type=1 To avoid or fix the issue, don't use System.abortJob() for the AsyncApexJob of ....
How to set Default Case Status for the cases created from the Salesforce Experience Cloud Contact Support Form?
1. Go to the Experience Cloud Site Builder. 2. Open the Contact Us Page. 3. Click the Contact Support Form. Find the Global Action used. 4. Go to Global Actions ....
“Looks like you don’t have access to create a case. Ask your community manager for access.” Exception in Salesforce
"Looks like you don’t have access to create a case. Ask your community manager for access." Exception occurs for the following reasons: 1. If "Guest Access to the Support API" ....
How to set Web-to-Case default Case Status in Salesforce?
1. Generate Web-to-Case HTML with the Status field 2. Remove the following code. <label for="status">Status</label><select id="status" name="status"><option value="">--None--</option><option value="New">New</option> <option value="Working">Working</option> <option value="Escalated">Escalated</option> <option value="Closed">Closed</option> </select><br> 3. Add the following ....