Salesforce Case Closed Template
"Notify contact on case close" should be enabled so that the email notification will be sent when the Case is closed. Steps: 1. Create an Email Template. Sample Email Template: ....
Author: Magulan Duraipandian
Salesforce Agentforce Sales Coach
Salesforce Agentforce Sales Coach assist the Sales Representatives for seamlessly closing the deals/opportunities. Steps: 1. Go to the "Agentforce Sales Coach" in the Salesforce Setup. Complete all the provided steps. ....
Salesforce Agentforce Service Assistant
Salesforce Agentforce Service Planner Lightning Component is an assistive agent that helps service representatives to resolve the cases faster with real-time case summaries and step-by-step resolution guidance or suggestions. Note: ....
Salesforce Einstein Lead Scoring
Salesforce Einstein Lead Scoring helps us to prioritize the Leads that have the best chance of successful conversions. Sales reps can work on work on Leads that have high chances ....
Redirect based on specific Salesforce Messaging for Web Message
onEmbeddedMessageSent event can be listened to check whether a specific message was sent. The event payload contains more useful information like the exact message, who sent the message(agent, user, etc), ....
Display Custom Metadata Type in Salesforce Lightning Web Component without Apex
The GraphQL wire adapter can be used to fetch/retrieve and display Custom Metadata Type records in Salesforce Lightning Web Component without using Apex. Sample Custom Metadata Type: Sample Lighting Web ....
Salesforce Einstein Forecasting
Salesforce Einstein Forecasting improves the Opportunities forecasting accuracy with predictions based on the past Opportunities data. Steps: 1. Go to "Einstein Forecasting" in Salesforce Setup. 2. Toggle On "Einstein Forecasting". ....
Answer using Site information using Google Vertex AI Agent Builder
We can make use of Google Vertex AI Agent Builder to build a Chat that can make use of your Website information to answer. We can avoid human agents interactions ....
Current User Local Date Time in Salesforce Apex
UserInfo.getTimeZone() can be used to get the current user time zone. UserInfo.getTimezone().getOffset() can be used to get the offset between GMT and the local time zone. addSeconds() can be used ....
Route WhatsApp to Salesforce Agentforce Agent
In order to route the WhatsApp Messages to the Salesforce Agentforce Agent, we have to make use of Omni-Channel Flow. In the Omni-Channel Flow, use Route Work Flow element and ....