How to add screen pop in Salesforce Omni-Channel Flow?
3K views · Apr 8, 2022 infallibletechie.com
Screen Pop in Salesforce Omni-Channel Flow helps to open additional records when the records are routed via Omni-Channel widget.
Salesforce Simple Flow Orchestration
266 views · Mar 29, 2022 infallibletechie.com
Salesforce Flow Orchestration makes complex business processes to complete step by step. No coding is required.
Check failed Scheduled Flows Jobs in Salesforce
2K views · Mar 16, 2022 infallibletechie.com
Troubleshooting or debugging failed Scheduled Jobs is crucial in Salesforce Development practices.
Pass Record Id to Flow in Salesforce
5K views · Mar 16, 2022 infallibletechie.com
recordId variable should be created in Flow to Pass Record Id to Flow in Salesforce. The variable name is case sensitive.
Route Cases directly to an agent in Salesforce Omni-Channel
7K views · May 3, 2022 infallibletechie.com
Omni-Flow can be used to route Cases directly to an agent to Omni-Channel in Salesforce without coding
Custom Messaging Session Transfer in Salesforce
14K views · May 9, 2022 infallibletechie.com
For implementation steps for Custom Messaging Session Transfer in Salesforce and idea link for standard feature, check the following link: https://www.infallibletechie.com/2022/05/custom-messaging-session-transfer-in.html
How to update the Case Owner to Chat agent when the Chat is ...
728 views · May 12, 2022 infallibletechie.com
We can use a Record-Trigger Flow on the AgentWork entity to update the Case Owner to Chat agent when the Chat is accepted in Salesforce.
Find count or number of records in Record Collection Variabl...
5K views · Sep 16, 2022 infallibletechie.com
Equals Count operator can be used to find the count or number of records in Record Collection Variable in Salesforce Flow. Blog Post: https://www.infallibletechie.com/2022/01/how-to-find-count-or-number-of-records.html
Navigate to a Visualforce page when the Salesforce Flow is F...
2K views · Sep 24, 2022 infallibletechie.com
We can use Lightning Out App and Visualforce page to navigate to a Visualforce page when the Salesforce Flow is Finished or Completed. Blog Post: https://www.infallibletechie.com/2022/09/how-to-navigate-to-a-visualforce-page-when-the-salesforce-flow-is-finished.html
Fetch Salesforce Picklist Field Values in Flows
4K views · Oct 15, 2022 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2022/10/how-to-fetch-salesforce-picklist-field-values-in-flows.html
Create Case in Salesforce based on Survey Rating
6K views · Oct 18, 2022 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2022/10/create-case-in-salesforce-when-the-survey-rating-is-less-than-or-equal-to-3.html
Invoke Salesforce Flow using Apex
7K views · Oct 24, 2022 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2022/10/how-to-call-salesforce-flow-using-apex.html
Salesforce Flow to create Swarm Request using Slack for Serv...
979 views · Oct 25, 2022 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2022/10/sample-salesforce-flow-to-create-swarm-request-using-slack-for-service.html
Invoke Salesforce Screen Flow from Standard New button
3K views · Dec 5, 2022 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2022/10/how-to-call-salesforce-screen-flow-from-standard-new-button.html
Adding a hyperlink to a Chatter post using Flow Post to Chat...
751 views · Dec 9, 2022 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2022/10/how-to-add-a-hyperlink-to-a-chatter-post-using-flow-post-to-chatter-core-action.html
Salesforce BOT to show Picklist Field Values Dynamically
9K views · Dec 16, 2022 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2022/10/salesforce-bot-to-show-picklist-field-values-dynamically.html
Fetch Salesforce Custom Picklist Field Values in Flows
1K views · Dec 21, 2022 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2022/10/how-to-fetch-salesforce-custom-picklist-field-values-in-flows.html
Embed Salesforce Flow in Lightning Web Component
5K views · Dec 26, 2022 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2022/12/embed-salesforce-flow-in-lightning-web-component.html
Drop Additional Skills Time Out seconds in Salesforce Omni F...
736 views · Jan 27, 2023 infallibletechie.com
To use Drop Additional Skills Time-Out (seconds) in Salesforce Omni-Flow, make use of "Add Skill Requirements" core action in the Omni-Flow. Blog Post: https://www.infallibletechie.com/2023/01/drop-additional-skills-time-out-seconds-in-salesforce-omni-flow.html
Display Salesforce Visualforce rendered as PDF in Flow
1K views · Jan 30, 2023 infallibletechie.com
In order to display Salesforce Visualforce rendered as PDF in a Flow, use iFrame tag in the Lightning Web Component and add the LWC in Flow Screen Element. Blog Post: https://www.infallibletechie.com/2023/01/how-to-display-salesforce-visualforce-rendered-as-pdf-in-flow.html
Sample Salesforce External Service
6K views · Feb 3, 2023 infallibletechie.com
External Services can be invoked from Flows. Blog Post: https://www.infallibletechie.com/2023/02/sample-salesforce-external-service.html
Unable to select Queues in Salesforce Omni Channel Flow
975 views · Feb 16, 2023 infallibletechie.com
We won't be able to choose or select Queues in the Salesforce Omni-Channel Flow 1. If the Queue is not configured to a Routing Configuration. 2. If the Queue's Routing Configuration uses "Use with Skills-Based Routing Rules". Blog Post: https://www.infallibletechie.com/2023/02/unable-to-select-queues-in-salesforce-omni-channel-flow.html
Route Salesforce Chats to BOT when agents are Offline
14K views · Feb 20, 2023 infallibletechie.com
We can route Salesforce Chats to BOT when agents are Offline or Unavailable and route to the queue when agents are available using Omni-Channel Flow. Blog Post: https://www.infallibletechie.com/2023/02/route-salesforce-chats-to-bot-when-agents-are-offline.html
Display a Flow screen with 2 columns in Salesforce
506 views · Apr 1, 2023 infallibletechie.com
Section element in the Salesforce Flow can be used to arrange or display fields with two columns layout. Blog Post: https://www.infallibletechie.com/2019/08/how-to-display-flow-screen-in-2-columns.html
Debug Logs for Salesforce Email to Case Omni Channel Flow
2K views · Apr 6, 2023 infallibletechie.com
To setup Debug Logs for Salesforce Email-to-Case Omni-Channel Flow, check the "Automated Case User" in Support Settings in Salesforce Setup. Set the Debug logs for the "Automated Case User" The user defined as the "Automated Case User" should have "Run Flows" or "Manage Flows" permission. Else, the Omni-Flow will not be executed. Blog Post: https://www.infallibletechie.com/2023/04/debug-logs-for-salesforce-email-to-case-omni-channel-flow.html
Display Screen Flow in Salesforce Embedded Service Chat
5K views · Apr 22, 2023 infallibletechie.com
Screen Flow can be embedded in Lightning Web Component using lightning-flow tag. The Lightning Web Component can be used in Chat Messages (Text) on the Embedded Service Deployment to show or display flow on the Chat Widget. Blog Post: https://www.infallibletechie.com/2023/04/how-to-display-screen-flow-in-salesforce-embedded-service-chat.html
Salesforce Flow to display records using LWC lightning datat...
21K views · Jun 10, 2023 infallibletechie.com
Lightning Web Component lightning-datatable can be used to display records in the Salesforce Screen Flow. Blog Post: https://www.infallibletechie.com/2023/05/salesforce-flow-to-display-records-using-lwc-lightning-datatable.html
User Lookup in Salesforce Flow
801 views · Jun 23, 2023 infallibletechie.com
Lookup element on the Screen Flow can be used for User Lookup in Salesforce Flow. Blog Post: https://www.infallibletechie.com/2023/06/user-lookup-in-salesforce-flow.html
Monitor Salesforce Paused Flow Interviews
11K views · Jul 18, 2023 infallibletechie.com
Salesforce Pause element in the Flow pauses the current execution of the Flow. We can monitor Salesforce Paused Flow Interviews using the following: 1. Time-Based Workflow 2. Paused and failed Flow Interviews Blog Post: https://www.infallibletechie.com/2023/07/how-to-monitor-salesforce-paused-flow-interviews.html
Salesforce Screen Flow for Guest User
4K views · Jul 28, 2023 infallibletechie.com
We can make use of Salesforce Screen Flow for Experience Cloud Site Guest User. Blog Post: https://www.infallibletechie.com/2023/07/salesforce-screen-flow-for-guest-user.html
Concatenate variables in Salesforce Flows
3K views · Aug 3, 2023 infallibletechie.com
We can easily Concatenate variables in Salesforce Flows. In the Assignment, add multiple variables into it. It will include values from multiple variables or sources. Blog Post: https://www.infallibletechie.com/2020/12/how-to-concatenate-variables-in-flows.html
Find actively Scheduled Flows in Salesforce
1K views · Sep 23, 2023 infallibletechie.com
In Salesforce Setup, go to Scheduled Jobs to find actively Scheduled Flows in Salesforce. Blog Post: https://www.infallibletechie.com/2022/02/how-to-find-actively-scheduled-flows-in.html
Send Direct Slack Notification from Salesforce Flow
2K views · Oct 5, 2023 infallibletechie.com
Set the User Id on the "Slack Conversation ID" to send direct Slack Notifications from the Salesforce Flow. Blog Post: https://www.infallibletechie.com/2023/10/send-direct-slack-notification-from-salesforce-flow.html
Update Contact record from Task Flow in Salesforce
2K views · Jan 14, 2024 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2022/11/how-to-update-contact-record-from-task-flow-in-salesforce.html
Update Case when the Owner is updated via Salesforce Omni Ch...
2K views · Feb 3, 2024 infallibletechie.com
Record-Triggered Flow on AgentWork entity can be used to update Case when the Owner is updated via Salesforce Omni-Channe Blog Post: https://www.infallibletechie.com/2023/03/how-to-update-case-when-the-owner-is-updated-via-salesforce-omni-channel.html
Pass data from Salesforce Lightning Web Component to Flow
1K views · Feb 6, 2024 infallibletechie.com
role="outputOnly" should set in the property tag for the targetConfig targets="lightning__FlowScreen" tag to pass data from Salesforce Lightning Web Component to Flow. Blog Post: https://www.infallibletechie.com/2024/02/how-to-pass-data-from-salesforce-lightning-web-component-to-flow.html
Open record from Salesforce Flow
2K views · Feb 12, 2024 infallibletechie.com
Salesforce Lightning Web Component lightning/navigation can be used to open a record from Flow.
Omni Channel Flow for routing Salesforce Voice Calls
1K views · Feb 27, 2024 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2023/05/how-to-use-omni-flow-for-routing-salesforce-voice-calls.html
Attach articles attached to the Chat Transcript to Case in S...
1K views · Mar 3, 2024 infallibletechie.com
When the Articles are attached to Salesforce Chat Transcripts, it will be stored in LinkedArticle Object/Entity. When the Articles are attached to Salesforce Cases, it will be stored in CaseArticle Object/Entity. So, we can develop a record-triggered flow on LinkedArticle object/entity to fetch the Chat Transcript Case and create the CaseArticle. Blog Post: https://www.infallibletechie.com/2024/03/how-to-attach-articles-attached-to-the-chat-transcript-to-case-in-salesforce.html
Send Enhanced SMS notification using Salesforce Flow
7K views · Apr 1, 2024 infallibletechie.com
To send SMS notification in Salesforce Flow for Enhanced Channel, please use "Send Conversation Messages" element. Blog Post: https://www.infallibletechie.com/2024/03/send-enhanced-sms-notification-using-salesforce-flow.html
Retrieve field values from Salesforce Einstein BOT Object Se...
2K views · Apr 17, 2024 infallibletechie.com
Salesforce Auto-Launched flow can be used to retrieve field values from Salesforce Einstein BOT Object Search. Blog Post: https://www.infallibletechie.com/2024/04/retrieve-field-values-from-salesforce-einstein-bot-object-search.html
Route cases with Interruptible Capacity using Salesforce Flo...
924 views · Apr 24, 2024 infallibletechie.com
Capacity Type should be set to Interruptible to route cases with Interruptible Capacity using Salesforce Flow. Blog Post: https://www.infallibletechie.com/2024/01/how-to-route-cases-with-interruptible-capacity-using-salesforce-flow.html
Open Account record when Case is routed via Salesforce Omni ...
333 views · Sep 19, 2024 infallibletechie.com
We can make use of Add Screen Pop Flow element in the Salesforce Omni-Channel Flow to open the Account record as subtab to the Case record when routed using the Route Work Flow element. Blog Post: https://www.infallibletechie.com/2024/09/open-account-record-when-case-is-routed-via-salesforce-omni-channel-flow.html
Invoke Agentforce from Salesforce Messaging for In App and W...
2K views · Oct 29, 2024 infallibletechie.com
In the Omni-Channel Flow, we have to route the Messaging Session to Agentforce Service Agent to invoke Agentforce for the Salesforce Messaging for In-App and Web. Blog Post: https://www.infallibletechie.com/2024/10/invoke-agentforce-from-salesforce-messaging-for-in-app-and-web.html
Pass URL parameters to Salesforce Screen Flow in Experience ...
232 views · Nov 20, 2024 infallibletechie.com
To pass URL parameters to Salesforce Screen Flow in Experience Cloud Site, we have to configure the query parameter in the Experience Cloud Site Builder Flow component configuration. Blog Post: https://www.infallibletechie.com/2024/11/pass-url-parameters-to-salesforce-screen-flow-in-experience-cloud-site.html
Pass URL parameters to Salesforce Screen Flow in Experience ...
232 views · Nov 20, 2024 infallibletechie.com
To pass URL parameters to Salesforce Screen Flow in Experience Cloud Site, we have to configure the query parameter in the Experience Cloud Site Builder Flow component configuration. Blog Post: https://www.infallibletechie.com/2024/11/pass-url-parameters-to-salesforce-screen-flow-in-experience-cloud-site.html
Context Variables in Salesforce Agentforce
935 views · Dec 3, 2024 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2024/12/context-variables-in-salesforce-agentforce.html
Context Variables in Salesforce Agentforce
935 views · Dec 3, 2024 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2024/12/context-variables-in-salesforce-agentforce.html
Transfer from Salesforce Agentforce to real Agents
1K views · Dec 7, 2024 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2024/12/transfer-from-salesforce-agentforce-to-real-agents.html
Transfer from Salesforce Agentforce to real Agents
1K views · Dec 7, 2024 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2024/12/transfer-from-salesforce-agentforce-to-real-agents.html
Options to Chat with Real Agent or Salesforce Agentforce
2K views · Dec 9, 2024 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2024/12/options-to-chat-with-real-agent-or-salesforce-agentforce.html
Options to Chat with Real Agent or Salesforce Agentforce
2K views · Dec 9, 2024 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2024/12/options-to-chat-with-real-agent-or-salesforce-agentforce.html
Perform Actions on Salesforce Messaging Session Status Chang...
1K views · Jan 9, 2025 infallibletechie.com
Salesforce Messaging Session Status Changed Event(MsgSessStatusChangedEvent) standard Platform Event can be used to track the Messaging Session Status values changes or to perform some actions. Blog Post: https://www.infallibletechie.com/2025/01/track-salesforce-messaging-session-status-changes.html
Perform Actions on Salesforce Messaging Session Status Chang...
1K views · Jan 9, 2025 infallibletechie.com
Salesforce Messaging Session Status Changed Event(MsgSessStatusChangedEvent) standard Platform Event can be used to track the Messaging Session Status values changes or to perform some actions. Blog Post: https://www.infallibletechie.com/2025/01/track-salesforce-messaging-session-status-changes.html
Invoke Record Triggered Flow in Salesforce Approval Process
1K views · Jan 11, 2025 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2025/01/invoke-record-triggered-flow-in-salesforce-approval-process.html
Invoke Record Triggered Flow in Salesforce Approval Process
1K views · Jan 11, 2025 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2025/01/invoke-record-triggered-flow-in-salesforce-approval-process.html
Pass Messaging Session from Agentforce to Flow Action
821 views · Jan 18, 2025 infallibletechie.com
Standard MessagingSession context variable can be used to pass Messaging Session from Agentforce to Flow Action. Blog Post: https://www.infallibletechie.com/2025/01/pass-messaging-session-from-agentforce-to-flow-action.html
Pass Messaging Session from Agentforce to Flow Action
821 views · Jan 18, 2025 infallibletechie.com
Standard MessagingSession context variable can be used to pass Messaging Session from Agentforce to Flow Action. Blog Post: https://www.infallibletechie.com/2025/01/pass-messaging-session-from-agentforce-to-flow-action.html
Lead capturing using Salesforce Agentforce
419 views · Jan 21, 2025 infallibletechie.com
We can make use of custom Flow Action to create or capture Lead record when using Salesforce Agentforce Agent. Blog Post: https://www.infallibletechie.com/2025/01/lead-capturing-using-salesforce-agentforce.html
Lead capturing using Salesforce Agentforce
419 views · Jan 21, 2025 infallibletechie.com
We can make use of custom Flow Action to create or capture Lead record when using Salesforce Agentforce Agent. Blog Post: https://www.infallibletechie.com/2025/01/lead-capturing-using-salesforce-agentforce.html
Validation in Salesforce Flow
2K views · Jan 28, 2025 infallibletechie.com
Using Custom Error Flow Component, we can do record validations in the Salesforce Flow. Blog Post: https://www.infallibletechie.com/2025/01/validation-in-salesforce-flow.html#google_vignette
Validation in Salesforce Flow
2K views · Jan 28, 2025 infallibletechie.com
Using Custom Error Flow Component, we can do record validations in the Salesforce Flow. Blog Post: https://www.infallibletechie.com/2025/01/validation-in-salesforce-flow.html#google_vignette
Create Case via Salesforce Enhanced SMS Channel
2K views · Jan 31, 2025 infallibletechie.com
Salesforce Einstein BOT can be used to create Case only when Agents are unavailable. Blog Post: https://www.infallibletechie.com/2025/01/create-case-via-salesforce-enhanced-sms-channel.html
Create Case via Salesforce Enhanced SMS Channel
2K views · Jan 31, 2025 infallibletechie.com
Salesforce Einstein BOT can be used to create Case only when Agents are unavailable. Blog Post: https://www.infallibletechie.com/2025/01/create-case-via-salesforce-enhanced-sms-channel.html
Invoke Salesforce Agentforce from Flow
1K views · Feb 10, 2025 infallibletechie.com
To invoke Salesforce Agentforce Agent from the Flow, we can use the Action Flow element and select the Agentforce Agent from AI Agent Actions. AI Agent Actions will show the available Agentforce Agents in your Salesforce org to invoke. Blog Post: https://www.infallibletechie.com/2025/02/invoke-salesforce-agentforce-from-flow.html
Invoke Salesforce Agentforce from Flow
1K views · Feb 10, 2025 infallibletechie.com
To invoke Salesforce Agentforce Agent from the Flow, we can use the Action Flow element and select the Agentforce Agent from AI Agent Actions. AI Agent Actions will show the available Agentforce Agents in your Salesforce org to invoke. Blog Post: https://www.infallibletechie.com/2025/02/invoke-salesforce-agentforce-from-flow.html
Salesforce Service Appointment Scheduling using Agentforce
792 views · Feb 13, 2025 infallibletechie.com
We can make use of Flow to create Salesforce Service Appointments from the Agentforce Agent. Blog Post: https://www.infallibletechie.com/2025/02/salesforce-service-appointment-scheduling-using-agentforce.html
Salesforce Service Appointment Scheduling using Agentforce
792 views · Feb 13, 2025 infallibletechie.com
We can make use of Flow to create Salesforce Service Appointments from the Agentforce Agent. Blog Post: https://www.infallibletechie.com/2025/02/salesforce-service-appointment-scheduling-using-agentforce.html
Salesforce Omni Channel Flow reasonForNotRouting
997 views · Apr 4, 2025 infallibletechie.com
reasonForNotRouting will be returned only if the Omni-Channel Flow didn't invoke Route Work action. Blog Post: https://www.infallibletechie.com/2025/04/salesforce-omni-channel-flow-reasonfornotrouting.html
Agentforce Agent in Salesforce Experience Cloud
5K views · Apr 22, 2025 infallibletechie.com
We can make use of Salesforce Agentforce Service Agent to invoke an Agentforce Agent from the Salesforce Experience Cloud Site. Blog Post: https://www.infallibletechie.com/2025/04/agentforce-agent-in-salesforce-experience-cloud.html