Monitor Einstein Bot in Salesforce
Option 1: 1. Create a Report Type on Chat Transcripts object. 2. Create a report on the custom report type from step 1. Set "Is Chat Bot Session" to true ....
Category: Salesforce
CSS Updates to SLDS in Lightning Web Component Salesforce
Salesforce Lightning Design System (SLDS) styling hooks make it easy to customize component styling and express your brand. Styling hooks provide CSS custom properties that correspond to SLDS component blueprints ....
System.UnexpectedException: Something went wrong getting your credentials in Salesforce
System.UnexpectedException is a run time exception thrown by the system. This exception cannot be caught or thrown. https://help.salesforce.com/articleView?id=000339386&type=1&mode=1 If you see any error codes in the error message, then you have to ....
How to show parent record information using Related Record component in Salesforce Lightning?
Using Related Record component in Salesforce Lightning, we can update the Parent record directly from the child record page. This is easy to setup and avoid coding. Check the following ....
Report on Salesforce Classic Users(Toggling between Lightning and Classic)
Use LightningToggleMetrics entity. 1. Create a custom Report Type. 2. Create a report using the report type from step 1.
Simple Quick Action to Email Case Contact in Salesforce
1. Create a Custom Email Template. 2. Create a Quick Action.Make sure Contact Id is added to To Recipients and the Email Template is selected in "Default email Template".3. Add the ....
Send Email in Salesforce Case Object
Email-to-Case should be enabled to use the Send Email quick action on the Cases object. 1. Go to Email-to-Case. 2. Select "Enable Email-to-Case".
How to handle incoming SMS Messages without an Agent in Salesforce?
Einstein Bot can be used to handle incoming SMS Messages without an Agent. If the user need to connect with an Agent, we can transfer the session to an Agent ....
“Edit Read Only Fields” permission in Salesforce
"Edit Read Only Fields" permission is available under System Permissions. "Edit Read Only Fields" permission allows users to edit values in the fields that are read only due to page layouts ....
Group Chat/Conference Chat in Salesforce Lightning
1. Create a Chat Agent Configuration. Make sure Chat Conference Enabled is checked and Users or Profiles are added(I have added System Administrator Profile).2. When you are in a Chat. ....