Queue not working for Salesforce Chat
Issue may be due to the Capacity values entered. 1. Check the Queue Capacity entered in the Chat Button. 2. Then, check Capacity in Routing Configuration. As per the above configuration, for each ....
Category: Salesforce
How to open records as sub tab from Visualforce in Salesforce Lightning?
Sample Code:<apex:page standardController="Account"> <apex:includeScript value="/support/console/51.0/integration.js"/> <script type="text/javascript"> var recordIdForSubTab; var recordNameForSubTab; function openAsSubTab( recId, recName ) { recordIdForSubTab = recId; recordNameForSubTab = recName; sforce.console.getEnclosingPrimaryTabId( openSubtab ); ....
New Event or New Task actions are missing for users in Salesforce
If New Event or New Task actions are missing for users in Salesforce, then make sure the user's profile have Edit Tasks and Edit Events Permissions. If these permissions are ....
How to Change template for Experience Site/Community in Salesforce?
1. Go to Administration. 2. Select Settings. 3. Click Change Template. Note: Changing your site’s template permanently deletes all your pages. We're just making sure that's what you want.
How to add/modify tabs in Salesforce Experience Site/Community for Salesforce Tabs + Visualforce
1. Go to Administration. 2. Select Tabs and add/remove Tabs. Output:
How to update fields displayed in Related List in Salesforce?
To know about Related List, check https://www.infallibletechie.com/2013/08/what-is-related-list.html 1. Open the page layout. 2. Select Related Lists. 3. Click the gear icon(Related List Properties) to update the fields.
How to show the Report Chart on the record detail page and filter the report using currently viewing record in Salesforce?
In the below example, I have used standard objects Account and Opportunity.Parent Object - AccountChild Object - Opportunity Report Grouped by Account Name: Summarized by Amount Field: Save the Report in Public Reports ....
How to make field non-editable in Salesforce?
For all the users: 1. Go to the page layout. 2. Click the Field Properties in the page layout. 3. Make it Read-Only. For Specific profile 1. Open the field. 2. ....
Salesforce Find and Create Records Pre-Chat API with Contact object picklist field
Chat Deployment: Visualforce Page:<apex:page showHeader="false" standardStylesheets="false" sidebar="false" title="Pre-Chat Form" cache="false"> <!-- form id should be used in getElementById() --> <script type="text/javascript"> (function() { function handlePageLoad() { var endpointMatcher = new RegExp("[\?\&]endpoint=([^&#]*)"); ....