Opportunity Booking using Salesforce Agentforce
We can handle Opportunity and Opportunity Product creations using the Salesforce Agentforce. In this Blog Post, I have used Apex Agent Action to handle the record creations. To setup Messaging ....
Tag: Salesforce Service Cloud
Pass data from Chat to Einstein BOT in Salesforce
embedded_svc.settings.extraPrechatFormDetails can be used to pass data from Chat to Einstein BOT in Salesforce. Note: This Blog Post is applicable only for Chat feature and not for Messaging feature. 1. ....
Salesforce Agentforce for Developers
Install the Agentforce for Developers VS Code Extension to use Salesforce Agentforce for Developers. https://marketplace.visualstudio.com/items?itemName=salesforce.salesforcedx-einstein-gpt It is easy to setup and use in the Visual Studio code. Please check the ....
Invoke Agentforce from Salesforce Messaging for In-App and Web
In the Omni-Channel Flow, we have to route the Messaging Session to Agentforce Service Agent to invoke Agentforce for the Salesforce Messaging for In-App and Web. 1. Setup Salesforce Messaging ....
Listen Salesforce Omni-Channel Logout
lightning:omniChannelLogout can be listened in the Salesforce Lighting Aura Component to listen to the Salesforce Omni-Channel logouts. Sample Lightning Aura Component: Component: <aura:component implements="flexipage:availableForAllPageTypes" access="global" > <lightning:omniToolkitAPI aura:id="omniToolkit" /> <aura:handler ....
Listen Salesforce Omni-Channel Status changes
We can make use of lightning:omniChannelStatusChanged event to listen Salesforce Omni-Channel Presence Status changes by the agents. lightning:omniChannelStatusChanged event will be fired when the agents sets or changes their Status ....
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 ....
Greet using agent detail in Salesforce Messaging for In-App and Web Session
We can merge fields in the Salesforce Messaging Component to greet using the agent’s name in Salesforce Messaging for In-App and Web Session. Messaging Component: Formula Template: Hello {!$Parameters.MessagingSession.MessagingEndUser.name}, Thank ....
Salesforce Messaging for In-App Provide additional info to proceed Exception
Exception: Provide additional info to proceed Resolution: Use "Every Conversation" for the Pre-Chat Display Frequency. If "Every Session" is used for the Pre-Chat Display Frequency, the error is thrown for ....
Salesforce Einstein BOT Copilot Action: Answer Questions with Knowledge
Salesforce Einstein BOT Copilot Action: Answer Questions with Knowledge will help answering questions from the visitors based on the information from the relevant Knowledge articles. Note: This feature will work ....