How to transfer from BOT to a Queue in Salesforce?
Using Rule Action, we can transfer Chats from BOT to a Queue in Salesforce. Sample Rule Actions: In the above example, in the first Rule Action, "Set Routing Type" is ....
Category: Salesforce
How to add one hour to a DateTime field using Trigger in Salesforce?
addHours() can be used to add one hour to a Date Time field using Trigger in Salesforce. Sample Trigger: trigger AccountTrigger on Account( before insert ) { for ( Account objAcc ....
How to allow guest user to upload files using Lightning Web Component in Salesforce Experience Cloud Site?
The following sample implementation helps to upload files from outside the organization since guest user doesn't need to authenticate. 1. Enable "Allow site guest users to upload files" in Salesforce ....
How to deploy Salesforce Case Support Processes using Apache ANT Tool?
BusinessProcess type should be used in the package.xml file to retrieve or deploy Salesforce Case Support Processes using Apache ANT Tool. Sample package.xml: <?xml version="1.0" encoding="UTF-8"?> <Package xmlns="http://soap.sforce.com/2006/04/metadata"> <types> <members>Case.Standard</members> ....
Assignment Rules when records are assigned via Salesforce Omni-Channel
Salesforce Process Automation rules such as assignment rules, auto-response rules, escalation rules, and workflow rules, aren’t triggered when Omni-Channel routes a work item to an agent and the agent accepts ....
You can’t merge duplicate cases pending in an Omni-Channel queue or assigned to agents with an Opened or Assigned status Exception in Salesforce
You can't merge duplicate cases pending in an Omni-Channel queue or assigned to agents with an Opened or Assigned status Exception is a known limitation in Salesforce Omni-Channel. Reference Article: ....
Error Handler Dialog missing in Salesforce Einstein BOT
Error Handler Dialog missing in Salesforce Einstein BOT The Error Handler system dialog is available for new bots created after Salesforce Spring '21 Release. For the existing Bots, you can ....
You don’t have permission to take that action on this record or related records Exception in Salesforce
"You don't have permission to take that action on this record or related records. For help, contact your Salesforce admin." Exception occurs due to the following 1. Check whether you ....
Call Apex for message sent in Salesforce Embedded Service Chat
In the following example, if the message is in the format "Case Number:XXXXXXX", then the case number after colon will be passed to Apex to find the Case Status. Sample ....
How to setup Einstein BOT in Salesforce Experience Cloud Site?
1. Enable "Service Cloud User" and "Chat User" on your User Detail. 2. Go to Omni-Channel Settings in Setup and enable "Enable Omni-Channel". 3. Go to Chat Settings in set ....