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 ....
Category: Salesforce
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 ....
How to launch Salesforce Omni-Channel widget on click of a button?
openUtility() can be used to launch Salesforce Omni-Channel widget on click of a button. Sample Lighting Aura Component Code: Component: <aura:component implements="flexipage:availableForAllPageTypes"> <lightning:utilityBarAPI aura:id="utilitybar"/> <lightning:card> <lightning:button variant="brand" label="Launch Omni-Channel Widget" ....
How to auto-pop Salesforce Omni-Channel Widget?
openUtility() from Utility API can be used to auto-pop Salesforce Omni-Channel Widget. 1. Create the following Lightning Aura Component. Component: <aura:component implements="flexipage:availableForAllPageTypes" access="global" > <lightning:omniToolkitAPI aura:id="omniToolkit" /> <lightning:utilityBarAPI aura:id="utilitybar"/> <aura:handler ....
Contact Selection in Salesforce Voice Call Record
1. Check whether you are using Custom field or standard Contact field. 2. If you are using Standard Contact field(CallerId), check the following in Related Record Configuration on the Lightning ....
How to setup Survey for Salesforce Digital Engagement Messaging?
Note:To configure Survey in Salesforce Messaging Channels, Feedback Management - Starter and Feedback Management - Growth licenses are needed.Reference Help article:https://help.salesforce.com/s/articleView?id=sf.task_distribute_surveys_using_digital_engagement_channels.htm&type=5 1. Create a Permission Set. In System Permissions, enable ....
How to display logged in User Account Related Cases in Salesforce Experience Cloud Site?
Standard Related Record List component can be used to display logged in User Account Related Cases in Salesforce Experience Cloud Site. 1. Add Related Record List component to the Home page ....
Related Record List Setup in Salesforce Experience Cloud Site
1. Use {!recordId} in the Parent Record Id. 2. Use the Child Relationship Name in the Related List Name. Related Record List Configuration in the Experience Cloud Builder: Output: https://youtu.be/mJzoYo4-cis
Unable to remove Object from the Salesforce Queue
To avoid the "The Following queues are in use by default owner setting, workflow rule, sharing rule, email routing address or actual record owner:" exception in Salesforce, do the followingChange ....
How to retrieve Metadata in Salesforce Code Builder?
1. Launch the Project from Salesforce Code Builder App. To Setup and install Salesforce Code Builder, check the following link: https://www.infallibletechie.com/2022/07/how-to-install-and-setup-salesforce-code-builder.html 2. Click Org Browser. 3. Mouse Over the Metadata ....