To send SMS notification in Salesforce Flow for Enhanced Channel, please use "Send Conversation Messages" element. 1. Create a Messaging Component of type Notification. In the Standard Channel, we used ....
"Configure Messaging" permission is needed to setup the Sensitive Data Rules. Use the following steps for Salesforce Sensitive Data Rules for Digital Engagement Messaging Standard channels like SMS, WhatsApp, Facebook, etc. ....
{!$Context.VariableName} should be used to display Context Variable in Salesforce Einstein BOT. 1. Extract the BOT. <?xml version="1.0" encoding="UTF-8" standalone="yes"?> <Package xmlns="http://soap.sforce.com/2006/04/metadata"> <types> <members>WhatsApp_Bot</members> <name>Bot</name> </types> <version>59.0</version> </Package> 2. Add ....
WhatsApp Voice Messages are supported in Salesforce. Use "Enhanced" as the "Platform Type" instead of the "Standard". Output: https://youtu.be/JHeoSYpPC0o
To find matching or create new Contact records for Salesforce WhatsApp Messaging Sessions, make use of Channel-Object Linking. 1. Go to Salesforce Setup. 2. Select "Channel-Object Linking". 3. Click "New ....
To create Case records for Salesforce WhatsApp Messaging Sessions, we can make use of Record Triggered Flow on Agent Work entity. Sample Flow: Flow Start Element: Fetch Messaging Session Get ....
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 ....
Using the following setup and implementation, we can send SMS notification using Salesforce Flow. In the following implementation, I have used a custom object. Messaging Channel is needed. It's not ....
If Start Conversation Quick Action is missing on the Messaging End User in Salesforce, find the compact layout assigned to the profile. Add the Messaging Channel field to the Compact Layout ....
Standard Messaging Session Transfer feature is not currently available in Salesforce. Vote for the following idea for the standard Messaging Session Transfer feature in Salesforce. https://ideas.salesforce.com/s/idea/a0B8W00000GdmJtUAJ/messaging-agent-transfers If the above Standard ....