Options to Chat with Real Agent or Salesforce Agentforce
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 ....
Tag: Salesforce Flow
Transfer from Salesforce Agentforce to real Agents
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 ....
Salesforce Flow Scheduled Paths getting rescheduled
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 ....
Context Variables in Salesforce Agentforce
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, ....
Invoke Salesforce Agentforce using REST API
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 ....
Pass data to Einstein BOT in Salesforce Messaging for In-App and Web
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. ....
Pass URL parameters to Salesforce Screen Flow in Experience Cloud Site
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 ....
Custom Notification using Salesforce Flow
Using Salesforce Flow, we can send Custom Notifications. Please check the following for steps for your reference. 1. Create a Custom Notification. In this example, I have created one for ....
Open Account record when Case is routed via Salesforce Omni-Channel Flow
We can make use of Add Screen Pop Flow element in the Salesforce Omni-Channel Flow to open the Account record as subtab to the Case record when routed using the ....
Salesforce Flow Transform Element Apex-Defined
Salesforce Flow Transform Element with Apex-Defined stores the mapped data from the source data in Apex-Defined format. In the Apex Class, use @AuraEnabled annotation for the variables declaration so that ....