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 ....
Tag: Salesforce Flow
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 ....
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 ....
Invoke Salesforce Omni-Channel Flow from Einstein BOT for Messaging for In-App and Web
Set Routing Type component on the Einstein BOT can be used to invoke Salesforce Omni-Channel. The output from this should be used in the Transfer Dialog to transfer the session ....
How to attach articles attached to the Chat Transcript to Case in Salesforce?
When the Articles are attached to Salesforce Chat Transcripts, it will be stored in LinkedArticle Object/Entity. When the Articles are attached to Salesforce Cases, it will be stored in CaseArticle ....
How to embed User details in Slack Message from Salesforce?
To embed/include/insert User details in Slack Message from Salesforce, we have to use {!User.FieldAPIName}. Example: {!$Record.CaseNumber} is Closed by {!$User.FirstName} {!$User.LastName}. User Id is {!$User.Id}. Output: https://youtu.be/d2pC1mZ_Fsg
How to pass data from Salesforce Lightning Web Component to Flow?
role="outputOnly" should set in the property tag for the targetConfig targets="lightning__FlowScreen" tag to pass data from Salesforce Lightning Web Component to Flow. Sample Lightning Web Component: HTML: <template> <lightning-card> <lightning-datatable ....
Open record from Salesforce Flow
Salesforce Lightning Web Component lightning/navigation can be used to open a record from Flow. HTML: <template> </template> JavaScript: import { LightningElement, api } from 'lwc'; import { NavigationMixin } from ....
How to route cases with Interruptible Capacity using Salesforce Flow?
Capacity Type should be set to Interruptible to route cases with Interruptible Capacity using Salesforce Flow. Routing Configuration: Case Record-Triggered Flow: Case Route Work: Output: https://youtu.be/0FnhLM1fnx8