Adding Contacts to Case Team Member in Salesforce
You can add contacts to case teams, but they can only access cases when they’re enabled as customer portal users assigned to case page layouts. Visible In Customer Portal If ....
Month: March 2021
How to allow visitors to save Chat Transcripts in Salesforce?
1. In the Chat Deployment, enable "Allow Visitors to Save Transcripts". 2. Visitors can use Save Chat Transcript to save the Chat Transcript. Vote for this idea - https://trailblazer.salesforce.com/ideaView?id=0874V000000Lz9MQAS, if ....
Routing Cases using Status-Based Capacity Model in Salesforce
1. Go to Omni-Channel Settings under Setup. 2. Select Enable Omni-Channel and Enable Enable Status-Based Capacity Model. Click Save button. 3. Create a Routing Configuration. 4. Create a new Queue ....
lightning-datatable displaying checkbox field in Salesforce
Use type: 'boolean' if you're passing a boolean value to a column to display a checkmark for a true value. Sample Code: Apex Class: public class AccountController { @AuraEnabled( cacheable ....
UNAVAILABLE_RECORDTYPE_EXCEPTION, Unable to find default record type: [] exception in Salesforce
1. User triggering the process should have the correct record type settings. 2. Error 'Record Type Unavailable' when a Lead is convertedhttps://help.salesforce.com/articleView?id=000329123&type=1&mode=1 Issue during Lead Conversion:1. Make sure the owner ....
How to search Address from Google using LWC in Salesforce and save it to the record?
HTML: <template> <div class="slds-box slds-theme--default"> <lightning-record-edit-form record-id={recordId} object-api-name={objectAPIName} onsuccess={handleSuccess} onsubmit={handleSubmit}> <lightning-messages> </lightning-messages> <lightning-input-address address-label="Address" street-label="Street" city-label="City" country-label="Country" province-label="State/ Province" postal-code-label="Zip/ Postal Code" onchange={addressInputChange} show-address-lookup> </lightning-input-address> <lightning-button class="slds-m-top_small" type="submit" label="Update Address"> ....
Salesforce Messaging User Account and Messaging User Contact on the Messaging Session
How to Update Account and Contact on Salesforce Messaging Sessions (The Right Way) If you are working with Salesforce Digital Engagement or Messaging, you have likely encountered a frustrating scenario: ....
Topics in Experience Cloud in Salesforce
Topics that are created by the internal Salesforce users are separate from the Topics that are created per each community under Content Management --> Topics. External/Guest user cannot access the ....