Report to view Opportunities where the User is a team member in Salesforce
1. Create Report on Opportunities.2. Select "My team-selling opportunities".
Year: 2021
Salesforce Email to Case creating duplicate records
Salesforce Email to Case creating duplicate records 1. Send an email to Service Email Address(Long Email Address from Salesforce). Check whether it creates duplicate cases.2. Request an Inbound Email Snapshot ....
Dynamic Form in Salesforce
Note: Dynamic Forms is supported on record pages for custom objects only. Reference Article - https://help.salesforce.com/s/articleView?id=sf.dynamic_forms_limitations.htm&type=5. 1. Add Record Detail Component. 2. Click Upgrade Now. 3. Add the fields to ....
Duplicate Jobs missing in Salesforce Setup
To run a Duplicate Job in Salesforce, in Setup, use the Quick Find box to find Duplicate Jobs. Duplicate Jobs is Available in Performance and Unlimited Editions. If you different ....
Salesforce Embedded Service Chat not creating Contact record
1. Check whether the Agent's Profile have Read and Create access to the Contact object.2. Check whether the Automated Process also have Read and Create access to the Contact object.3. ....
How to track failed/undelivered messages in Salesforce Digital Engagement Messaging?
In ConversationEntry entity, MessageStatusCode will be populated if the messages are undelivered. So, query the ConversationEntry entity with MessageStatusCode to track failed or undelivered Messages in Salesforce Messaging. SOQLs: SELECT ....
How to disable Chat Queue Position in Salesforce Embedded Service Deployment
Disable "Show queue position" in Embedded Service Deployment.
Case Feed in Salesforce using Visualforce Page
1. Create a VF Page.<apex:page standardController="Case"> <support:casefeed caseid="{!Case.Id}" /></apex:page>2. Add it to the Case Page Layout.Output:
Downloadable Attachment Link in Salesforce using Visualforce
Sample code:Visualforce Page:<apex:page standardController="Account" extensions="FileUploadController"> <apex:form enctype="multipart/form-data"> <table> <apex:repeat value="{!listAttachments}" var="att"> <apex:outputLink target="_self" value="/servlet/servlet.FileDownload?file={!att.Id}">{!att.Name}</apex:outputLink> ....
How to Query Event Attendees in Salesforce using SOQL?
Sample Event with Event Attendees:Sample SOQL:SELECT Id, Relation.Name, Status FROM EventRelation WHERE EventId = '00U5f000001MxwFEAS'