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 ....
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 ....
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: ....
Apex trigger will not be invoked as a result of initiating or completing an approval process. Help Article:https://help.salesforce.com/s/articleView?id=000383878&type=1 Similarly, it is not supported for record-triggered Salesforce Flows. Idea for this ....
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 ....
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 ....
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 ....
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, ....
Using Salesforce Messaging for In-App and Web REST API, we can invoke Salesforce Agentforce using REST API. 1. Setup Salesforce Messaging for In-App and Web REST API. https://www.infallibletechie.com/2024/11/salesforce-messaging-for-in-app-and-web-rest-api.html 2. In ....
Using Hidden Pre-Chat Hidden fields, we can pass data to the Omni-Channel Flow. Next, in the Omni-Channel Flow, we can update the Messaging Session record with the Pre-Chat Hidden Fields. ....
To pass URL parameters to Salesforce Screen Flow in Experience Cloud Site, we have to configure the query parameter in the Experience Cloud Site Builder Flow component configuration. Please check ....