Create Case via Salesforce Enhanced SMS Channel
Salesforce Einstein BOT can be used to create Case only when Agents are unavailable. 1 "Check Availability for Routing" Flow Component can be used to find whether any agents are ....
Tag: Salesforce Digital Engagement Messaging
Salesforce Einstein BOT for Enhanced WhatsApp
In order to route the Salesforce Enhanced WhatsApp channel messages to the Einstein BOT, we have to make use of Omni-Channel Flow. In the Omni-Channel Flow, use Route Work Flow ....
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: ....
Send Enhanced SMS notification using Salesforce Flow
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 ....
Salesforce Sensitive Data Rules for Digital Engagement Messaging
"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. ....
Display Context Variable in Salesforce Einstein BOT
{!$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 in Salesforce
WhatsApp Voice Messages are supported in Salesforce. Use "Enhanced" as the "Platform Type" instead of the "Standard". Output: https://youtu.be/JHeoSYpPC0o
How to find matching or create new Contact records for Salesforce WhatsApp Messaging Sessions?
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 ....
How to create Case records for Salesforce WhatsApp Messaging Sessions?
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 ....
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 ....