SMS Channel Setup in Digital Engagement Messaging in Salesforce
Note: 1. Digital Engagement license is required to use this feature. 2. SMS Channel should be completed before setting up the routing as per the below steps. To start handling ....
Category: Salesforce
How get the Approval Process Id using Process Instance Step or Approval History in Salefsorce?
1. Get the ProcessInstanceId. SELECT Id, ProcessInstanceId FROM ProcessInstanceStep WHERE Id = '<Id Of the Process Instance Step>’' 2. ProcessDefinitionId is the id of the Approval Process. SELECT Id, TargetObjectId, ....
Pagination with lightning-tree-grid using LWC in Salesforce
Note: 1. Pagination is done in client side(JavaScript). So, this is not the ideal solution for mass records. 2. Consider checking the page performance before using it in Production. 3. ....
How to mass download Salesforce Files?
1. Data Export - Setup --> Data Management --> Data Export. Note:Enable the below.1. Include images, documents, and attachments 2. Include Salesforce Files and Salesforce CRM Content document ....
How to find events between datetimes and display using LWC in Salesforce?
Using Salesforce Lightning Web Component and Apex, we can fetch and display events between date time range. Following code implementation is used for the below use case. 1. Search the ....
Pass whole record using data-record-id using LWC in Salesforce
Inside the iterator, use it.index. Using the index, get the full record information from the list/array of records. Apex Class: public with sharing class AccountController { @AuraEnabled( cacheable = true ....
How to remove Third-Party Account Links in Salesforce?
Following sample Code can be used to remove Third-Party Account Links in Salesforce. Sample Code: String authProviderId = '';//Provide the Auth. Provider Id String strUserId = '';//Provide the User Id ....
How to route the Work to the specific Agent using Omni-Channel in Salesforce?
Create a Pending Service Routing record with the below fields to route the Work to the specific Agent using Omni-Channel. PreferredUserId:Agent Id(User Id) to route the work. IsPreferredUserRequired:Boolean to define ....
Monitor Automated Article Process Actions in Salesforce
To Monitor Automated Knowledge Article Process Actions, check the below steps 1. Switch to Classic.2. Go to Setup.3. In Quick Find, search Automated4. Select Automated Process Actions under Monitor.5. Select ....
How to attach a file to a record using Salesforce Lightning Component?
Add the below Lightning Component to the Lightning Record page. Sample Code: Aura Component: <aura:component implements="flexipage:availableForRecordHome,force:hasRecordId" access="global" > <lightning:card> <lightning:fileUpload label = "Attach Receipt(s)" name = "fileUploader" multiple ....