Adding Contacts to Case Team Member in Salesforce
You can add contacts to case teams, but they can only access cases when they’re enabled as customer portal users assigned to case page layouts. Visible In Customer Portal If ....
Category: Salesforce
How to allow visitors to save Chat Transcripts in Salesforce?
1. In the Chat Deployment, enable "Allow Visitors to Save Transcripts". 2. Visitors can use Save Chat Transcript to save the Chat Transcript. Vote for this idea - https://trailblazer.salesforce.com/ideaView?id=0874V000000Lz9MQAS, if ....
Routing Cases using Status-Based Capacity Model in Salesforce
1. Go to Omni-Channel Settings under Setup. 2. Select Enable Omni-Channel and Enable Enable Status-Based Capacity Model. Click Save button. 3. Create a Routing Configuration. 4. Create a new Queue ....
lightning-datatable displaying checkbox field in Salesforce
Use type: 'boolean' if you're passing a boolean value to a column to display a checkmark for a true value. Sample Code: Apex Class: public class AccountController { @AuraEnabled( cacheable ....
UNAVAILABLE_RECORDTYPE_EXCEPTION, Unable to find default record type: [] exception in Salesforce
1. User triggering the process should have the correct record type settings. 2. Error 'Record Type Unavailable' when a Lead is convertedhttps://help.salesforce.com/articleView?id=000329123&type=1&mode=1 Issue during Lead Conversion:1. Make sure the owner ....
How to search Address from Google using LWC in Salesforce and save it to the record?
HTML: <template> <div class="slds-box slds-theme--default"> <lightning-record-edit-form record-id={recordId} object-api-name={objectAPIName} onsuccess={handleSuccess} onsubmit={handleSubmit}> <lightning-messages> </lightning-messages> <lightning-input-address address-label="Address" street-label="Street" city-label="City" country-label="Country" province-label="State/ Province" postal-code-label="Zip/ Postal Code" onchange={addressInputChange} show-address-lookup> </lightning-input-address> <lightning-button class="slds-m-top_small" type="submit" label="Update Address"> ....
Salesforce Messaging User Account and Messaging User Contact on the Messaging Session
We cannot update Messaging User Account and Messaging User Contact on the Messaging Session. They are read only and not writable. Only Case, Lead, and Opportunity are editable. If you ....
Topics in Experience Cloud in Salesforce
Topics that are created by the internal Salesforce users are separate from the Topics that are created per each community under Content Management --> Topics. External/Guest user cannot access the ....
Channel Menu setup in Salesforce Experience Site(Community Cloud) with Pre-Chat form pre-filled and linking the Chat to Account, Contact and Case
1. Create an Apex Class to fetch currently logged in user details. public class PreChatValuesController { @AuraEnabled public static user fetchUserDetails() { User ....
How to collapse all apex:pageBlockSection inside apex:repeat in Salesforce?
1. Define the id attribute for apex:pageBlock.2. Iterate using for loop based on the list size using JavaScript and use the below to collapse by default.twistSection(document.getElementById('{!$Component.pb}').getElementsByTagName('img')[i]); Sample Code:Visualforce Page:<apex:page controller="AccordionController"> ....