How to change layout for record ownership change in Salesforce?
Custom "Update a Record" Quick Action can be used to change layout for record ownership change in Salesforce. Sample Quick Action: Output: https://youtu.be/0c0itEKHuRE
Category: Salesforce
How to use Trigger.operationType in Salesforce Trigger?
Switch statement should be utilised to use Trigger.operationType in Salesforce Trigger. Trigger operationType in the Salesforce Trigger avoids multiple if else conditions to check trigger.isInsert, trigger.isUpdate, trigger.isBefore, trigger.isAfter, etc.. Sample ....
How to resume the Salesforce Platform Event trigger from the failed replayId due to Uncaught Exceptions?
Salesforce Platform Events trigger ends abruptly when it hits Uncaught exceptions like Governor limits. EventBus.TriggerContext.currentContext().setResumeCheckpoint(replayId) can be used to resume the Platform Event trigger from the failed replayId. replayId passed ....
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 ....
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 ....