How to add/remove Global search entities for Experience Cloud/Community Cloud in Salesforce?
1. Open the Search Page. 2. Select the "Global Search Results" component and adjust. Output:
Author: Magulan Duraipandian
How to prevent certain profile users to download files in Salesforce?
Use the following code to prevent certain Profile users to download files in Salesforce. Apex Classes that implements Sfc.ContentDownloadHandlerFactory interface will be triggered when the files are downloaded in Salesforce. ....
How to fetch data using External Id in Salesforce REST API?
End Point URL: https://yourInstance.salesforce.com/services/data/v52.0/sobjects/ObjectAPIName/ExternalIdFieldAPI Name/ExternalIdValue Example: https://infallibletechie5-dev-ed.my.salesforce.com/services/data/v51.0/sobjects/Employee__c/Email__c/test2@testing.com Workbench: Reference Article - https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/using_resources_retrieve_with_externalid.htm To use Postman client, use the below steps. 1. Create a Connected App. Update the Callback URL as ....
How to create Case record only when Chat is transferred to an Agent in Salesforce Einstein Bot?
1. In the Embedded Chat, make sure only Contact is selected in the Pre-Chat. 2. Create a Flow to Create Case record and Update Chat Transcript with the Case Id. ....
Unable to Login into Omni-Channel in Salesforce
If the agents are unable to login into Salesforce Omni-Channel, check the following: 1. Check "Storage Usage" under setup. If the Storage is full, then users won't able to login ....
This record doesn’t have any associated Messaging Users. Ensure that any Messaging Users are set up properly and that they haven’t opted out of Messaging in Salesforce
"This record doesn't have any associated Messaging Users. Ensure that any Messaging Users are set up properly and that they haven't opted out of Messaging" 1. Check whether the Agent ....
This user, as the Automated Case User, must have the ‘Modify All Data’
Automated Case user must have the System Administrator profile or the 'Modify All Data' and 'Send Email' permissions. 1. Go to Support Settings in Setup. 2. Check "Automated Case User". Help Article ....
How to use LWC Lightning Record Form in Salesforce Experience Cloud?
Sample Code: HTML: <template> Test from Record Detail Page - {recordId}. <lightning-record-form object-api-name="Account" record-id={recordId} layout-type="Compact" columns="1" mode="readonly"> </lightning-record-form> </template> JavaScript: import { ....
How to get updated wired data in lightning-tree-grid with row level action in Salesforce Lightning on click of a button?
Apex Class: public with sharing class ExampleController { @AuraEnabled(cacheable=true) public static List < Account > fetchAccounts() { return [ SELECT Id, Name, Industry, ( SELECT Id, FirstName, ....
End Salesforce Chat Conversation using Einstein Bot
In the BOT, use End Chat Rule.Output: