Salesforce Einstein Work Summaries setup for Chat
Salesforce Einstein Work Summaries setup for Chat saves time by generating content from the Chat content. It saves the agents time in creating Chat Summary when the chat is ended. ....
Author: Magulan Duraipandian
Salesforce Service AI Knowledge Grounding
Salesforce Service AI Knowledge Grounding allows us to use our Knowledge Articles to add more additional context when using Einstein Email, Service Replies, etc features. In this Blog Post, Knowledge ....
How to find Account based on Account Number instead of Name in Salesforce Embedded Service Deployment?
embedded_svc.settings.extraPrechatFormDetails and embedded_svc.settings.extraPrechatInfo can be used to find Account based on Account Number instead of Name in Salesforce Embedded Service Deployment. Sample Code: embedded_svc.settings.extraPrechatFormDetails = [{ "label": "Account Number", "value": ....
Salesforce Messaging for In-App and Web Translation
embeddedservice_bootstrap.settings.language can be used for translating Salesforce Messaging for In-App and Web. embeddedservice_bootstrap.settings.language allows us to set different languages for the Salesforce Messaging for In-App and Web. Add the languages ....
Salesforce Einstein GPT for Service: Service Replies
Salesforce Einstein GPT for Service: Service Replies feature helps agents to use recommended AI-generated replies. 1. Enable "Einstein GPT for Service: Service Replies". 2. Assign "Einstein GPT Service Replies" Permission ....
Insufficient Permission to Retrieve Entries Salesforce Exception
Exception: Insufficient Permission to Retrieve Entries. Please contact your Salesforce Admin. Resolution: "Access Conversation Entries" Permission should be granted to the affected users to avoid the Insufficient Permission to Retrieve ....
Auto-Populate Pre-Chat in Salesforce Messaging for In-App and Web
To Auto-Populate Pre-Chat in Salesforce Messaging for In-App and Web, we can make use of Lightning Web Component. Pre-Chat Form in the Embedded Service Deployment for Messaging for In-App and ....
Load Data from Static Resource in Salesforce Test Class
Test.load() can be used to load Data from Static Resource in Salesforce Test Class. The Static Resource should contain a csv file. 1. Create a csv file with sample data. ....
Salesforce Service Cloud Voice Queue Transfer
1. Create a Queue in Amazon Connect. 2. Create Quick Connect in Amazon Connect for the Queue. 3. Add the Quick Connect in the Amazon Connect Queue's Quick Connects. 4. ....
How to add Picklist or Drop-Down in Salesforce Messaging for In-App and Web Pre-Chat Form?
1. In the Messaging Channel's Custom Parameters section, create a Custom Parameter of type String. 2. In the Embedded Service Deployment, edit the Pre-Chat form. Use Field Type "Dropdown" to ....