Report on Salesforce Classic Users(Toggling between Lightning and Classic)
Use LightningToggleMetrics entity. 1. Create a custom Report Type. 2. Create a report using the report type from step 1.
Author: Magulan Duraipandian
Simple Quick Action to Email Case Contact in Salesforce
1. Create a Custom Email Template. 2. Create a Quick Action.Make sure Contact Id is added to To Recipients and the Email Template is selected in "Default email Template".3. Add the ....
Send Email in Salesforce Case Object
Email-to-Case should be enabled to use the Send Email quick action on the Cases object. 1. Go to Email-to-Case. 2. Select "Enable Email-to-Case".
How to handle incoming SMS Messages without an Agent in Salesforce?
Einstein Bot can be used to handle incoming SMS Messages without an Agent. If the user need to connect with an Agent, we can transfer the session to an Agent ....
“Edit Read Only Fields” permission in Salesforce
"Edit Read Only Fields" permission is available under System Permissions. "Edit Read Only Fields" permission allows users to edit values in the fields that are read only due to page layouts ....
Group Chat/Conference Chat in Salesforce Lightning
1. Create a Chat Agent Configuration. Make sure Chat Conference Enabled is checked and Users or Profiles are added(I have added System Administrator Profile).2. When you are in a Chat. ....
How to fetch and display Custom Metadata Type records in LWC in Salesforce?
Using Apex, we can query the Custom Metadata Type records. Using wire framework, we can call the apex class and method from Lightning Web Component and display it using lightning-datatable. ....
Passing Custom Field Value to Chat Transcript object from Embedded Service Chat in Salesforce
embedded_svc.settings.extraPrechatFormDetails can be used in Salesforce Embedded Service Chat to pass value to the Custom Field on the Chat Transcript object/entity. Create a Custom Field in the Chat Transcript object ....
Picklist field inline Edit using LWC in Salesforce
lightning-record-form can be used in the Salesforce Lightning Web Component for Picklist field inline editing. Sample Code: Apex Class: public with sharing class AccountController { @AuraEnabled( cacheable = true ) ....
How to query Approval Comments in Salesforce?
Salesforce Approval Process Comments are stored in ProcessInstanceStep entity. Sample Query/SOQL: SELECT Id, Comments, StepStatus, Actor.Name FROM ProcessInstanceStep