Salesforce Einstein BOT Object Search
Object Search can be used in the Salesforce Einstein BOT to search records. Object Search in the Salesforce Einstein BOT allows us to search records without using Flow or Apex. ....
Tag: Salesforce Service Cloud
Salesforce Einstein Work Summaries setup for Messaging for In-App and Web
Salesforce Messaging Session Summaries should be enabled for setting up the Einstein Work Summaries for Messaging for In-App and Web. 1. Go to Einstein Work Summaries in Salesforce Setup. 2. ....
Salesforce Chat in the Home Page
We can use Salesforce Chat in the Home Page by using the Chat Code Snippet in a Visualforce Page. The Visualforce Page should be added to the Lightning Home Page. 1. ....
How to query Salesforce Omni-Channel Supervisor Configurations Profiles Assignment?
OmniSupervisorConfigProfile is the object/entity where Salesforce Omni-Channel Supervisor Configurations Profiles assignments are stored. So, we have to query the OmniSupervisorConfigProfile object/entity to fetch the Salesforce Omni-Channel Supervisor Configurations Profiles assignment. Sample SOQL: SELECT ....
How to handle Salesforce Einstein BOT Question with Dynamic option without selection?
To handle Salesforce Einstein BOT Question with Dynamic option without selection, "Repairing Misunderstanding" should be used. "Move on to next dialog step (Even if variable isn't filled)" option will move ....
Manage separate Capacity for Salesforce Case and Messaging Session
If you are having agents working in both Salesforce Case and Messaging Session objects/entities and would like to manage separate Capacity, then Capacity Type Not Interruptible and Interruptible can be ....
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
Conversation Catch-Up Agent Summaries for Salesforce Messaging for In-App and Web
Conversation Catch-Up Agent Summaries for Salesforce Messaging for In-App and Web allows agents to catch up quickly when they receive Messaging Sessions from another Agent or BOT. To enable Agent ....
How to query Salesforce Omni-Channel Supervisor Configurations Users Assignment?
OmniSupervisorConfigUser is the object/entity where Salesforce Omni-Channel Supervisor Configurations Users assignments are stored. So, we have to query the OmniSupervisorConfigUser object/entity to fetch the Salesforce Omni-Channel Supervisor Configurations Users assignment. ....
Salesforce Omni-Channel AgentWorkSkill
AgentWorkSkill(Agent Work Skill) object/entity in Salesforce Omni-Channel represents skills used to route a work item to an agent. This object/entity is mainly used for reporting purpose. It contains the dropped ....