Lead capturing using Salesforce Agentforce
We can make use of custom Flow Action to create or capture Lead record when using Salesforce Agentforce Agent. To link the Lead to the Messaging Session, we can pass ....
Author: Magulan Duraipandian
Salesforce Agentforce
What is Salesforce Agentforce? Salesforce Agentforce is an autonomous agent that helps your Salesforce users by executing the business tasks. For example, repetitive tasks done by the Agentforce agent so ....
Pass Messaging Session from Agentforce to Flow Action
Standard MessagingSession context variable can be used to pass Messaging Session from Agentforce to Flow Action. https://www.infallibletechie.com/2024/12/context-variables-in-salesforce-agentforce.html Flow Input Variable Configuration for Messaging Session: Agent Action Configuration for passing MessagingSession: ....
Salesforce Reset User Password REST API
Please do a DELETE HTTP Request to reset the password for the users using standard Salesforce REST API. Syntax: https://{Your Domain URL}/services/data/vXX.X/sobjects/User/{Id of the User}/password Developer Article: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_sobject_user_password_delete.htm The following ....
Salesforce Agentforce assist using Files Content
In Salesforce Agentforce, we can use Einstein Data Library to upload files. "Answer Questions With Knowledge" standard action will make use of the content of the uploaded files to assist ....
Pass Pre-Chat to Salesforce Messaging for In-App and Web REST API
When we invoke the Salesforce Messaging for In-App and Web REST API, routingAttributes can be used to pass the Pre-Chat field values. 1. Setup the Salesforce Messaging for In-App and ....
Salesforce Agentforce action Answer Questions With Knowledge
Salesforce Agentforce action "Answer Questions With Knowledge" helps the AI Agent to answer and help customers for their inquiries. Prerequisites: Data Cloud enabled in the Org Agentforce Licenses Steps: Create ....
Invoke Record Triggered Flow in Salesforce Approval Process
Apex trigger will not be invoked as a result of initiating or completing an approval process. Help Article:https://help.salesforce.com/s/articleView?id=000383878&type=1 Similarly, it is not supported for record-triggered Salesforce Flows. Idea for this ....
Get Current Approver using Salesforce Apex
ProcessInstance object/entity contains the current pending Approval Step. TargetObjectId can be used to get the Approval Step for the record. Using the ProcessInstance, we can query the ProcessInstanceWorkitem object/entity to ....
Salesforce Trigger to set Latest Opportunity for an Account
Salesforce Apex Trigger can be used to set the latest Opportunity for an Account. In the following Apex Trigger, I have used a custom field "Latest_Opportunity__c" on the Opportunity Object. ....