Salesforce Screen Flow for Guest User
We can make use of Salesforce Screen Flow for Experience Cloud Site Guest User. Sample Flow: 1. Go to Flows in Salesforce Setup. 2. Select "Edit Access" from the flow ....
Tag: Salesforce Flow
How to monitor Salesforce Paused Flow Interviews?
Salesforce Pause element in the Flow pauses the current execution of the Flow. Sample Flow with Pause Element: We can monitor Salesforce Paused Flow Interviews using the following: 1. Time-Based ....
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 Post Slack Message from Salesforce Record Triggered Flow when a record is created or updated?
Salesforce Record-Triggered Flow can be used to Post Slack Message when a record is created or updated. In the following Sample Flow, I am sending a Slack Message when a ....
How to execute Salesforce Skills-Based Routing Rules after record creation?
Salesforce Record-Triggered Flow can be used execute Skills-Based Routing Rules after record creation. In the Salesforce Record-Triggered Flow, make use of Route Work action to call or invoke Salesforce Skills-Based Routing Rules ....
User Lookup in Salesforce Flow
Lookup element on the Screen Flow can be used for User Lookup in Salesforce Flow. Sample Flow: In the above Flow, I have used "Field API Name" as CreatedById and ....
How to use Omni-Channel Flow for routing Salesforce Voice Calls?
1. Create an Omni-Channel Flow. 2. Use InvokeTelephonyIntegrationApiFunction lambda from the Contact Flow. The lambda function after executing Omni-Channel Flow will return Agent ARN if the Omni-Channel Flow Routed to an ....
Debug Logs for Salesforce Email-to-Case Omni-Channel Flow
Flow related Profile permissions are required for the "Automated Case User" to run or execute the Omni-Flow for Email-to-Case. So, please assign the "Run Flows" or "Manage Flows" permission to ....
How to update Case when the Owner is updated via Salesforce Omni-Channel?
Record-Triggered Flow on AgentWork entity can be used to update Case when the Owner is updated via Salesforce Omni-Channel. Sample Flow: Start Element Configuration: Assignment Element configuration: Update Records Element ....
Route Salesforce Chats to BOT when agents are Offline
We can route Salesforce Messaging for In-App and Web Sessions to BOT when agents are Offline or Unavailable and route to the queue when agents are available using Omni-Channel Flow. ....