How to allow agents to decline requests in Salesforce Omni C...
8K views · Apr 27, 2022 infallibletechie.com
Admins can enable "Allow Agents to Decline Requests" and "Allow Agents to Choose a Decline Reason" to to allow agents to decline requests in Salesforce Omni-Channel.
Assigned Work Tab in Salesforce Omni-Supervisor
1K views · Apr 20, 2022 infallibletechie.com
If records are routed via Queue-Based Routing, transferred by agents to an agent or queue or button, etc, those records will be available in Assigned Work Tab in Salesforce Omni-Supervisor.
How to check or iterate Pre Chat information in Salesforce O...
68K views · Apr 20, 2022 infallibletechie.com
We can easily check Pre Chat information using Omni-Flow to route the records based on the values entered by the visitors.
Idle Connection Duration in Salesforce Chat Deployment
5K views · Apr 14, 2022 infallibletechie.com
If the Chat connection is idle or disconnected, the Chat will be ended in 40 seconds. To increase this idle connection time out, use Idle Connection Warning Duration and Idle Connection Timeout Duration. Idle Connection Warning Duration 40 seconds plus the value entered in this field before warning is sent. Idle Connection Timeout Duration 40 seconds plus the value entered in this field before chat is timed out.
Avoid opening records opened in previous session in Salesfor...
1K views · Apr 13, 2022 infallibletechie.com
"Clear workspace tabs for each new console session" will help to avoid opening records opened in previous session in Salesforce Console App. Please check the following steps to enable it.
Units of Capacity in Routing Configurations and Capacity in ...
514 views · Apr 13, 2022 infallibletechie.com
It is important to understand Units of Capacity in Routing Configurations and Capacity in Presence Configurations Salesforce while setting up Omni-Channel.
Number of Chats completed every day and hour in Salesforce u...
2K views · Apr 11, 2022 infallibletechie.com
For formula reference and additional information, please check this https://www.infallibletechie.com/2022/04/how-to-find-number-of-chats-completed.html.
How to Troubleshoot Salesforce Service Cloud Voice Omni Chan...
3K views · Apr 10, 2022 infallibletechie.com
Client Log Salesforce Service Cloud Voice Omni-Channel Login Issue | Browser side Logs for Salesforce Service Cloud Voice Omni-Channel Login Issues For more detailed steps, please check the following post: https://www.infallibletechie.com/2022/03/download-agent-debug-information.html
How to Setup Sneak Peek in Salesforce Chat
385 views · Apr 6, 2022 infallibletechie.com
Sneak Peek feature in Salesforce Chat allows agents to view what the visitors are typing.
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.
Route Cases using Status field using Omni Flow in Salesforce
798 views · Mar 29, 2022 infallibletechie.com
Queue and a simple Omni-Flow can be used to Route Cases using Status field.
Use different ringtone or sound for Incoming Chat Messages i...
2K views · Mar 16, 2022 infallibletechie.com
https://www.infallibletechie.com/2022/02/how-to-setup-browser-notification-and.html
Skills Based Routing Chats in Salesforce
8K views · Apr 29, 2022 infallibletechie.com
Skills-Based Routing configuration for Salesforce Incoming Chats
Queue Based Routing Chats in Salesforce
21K views · Apr 30, 2022 infallibletechie.com
Queue-Based Routing configuration for Salesforce Incoming Chats
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
Add or remove fields in Salesforce Omni-Channel Widgets
607 views · May 11, 2022 infallibletechie.com
To adjust the fields available while accepting the work item in Omni-Channel, update the object's Compact Layout.
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.
Create Case when agents are Offline in Salesforce Embedded C...
1K views · May 13, 2022 infallibletechie.com
"Offline support" feature in the Embedded Service Deployment can be used to log case when the agents are not available. The "Offline support" feature will display Case Form when the agents are offline.
Route chats to a different team if the current team is full ...
1K views · May 17, 2022 infallibletechie.com
Fallback Routing can be used to route chats to a different team if the current is full of capacity in Salesforce.
Drop Additional Skills Time Out seconds in Salesforce Skill ...
2K views · May 21, 2022 infallibletechie.com
Drop Additional Skills Time-Out (seconds) in Salesforce Skill-Based Routing is used to set the time(seconds) to elapse before additional skills are dropped from the Omni-Channel routing.
Salesforce Omni-Channel Audio Settings
1K views · May 25, 2022 infallibletechie.com
Starting Summer '22 Release, Omni-Channel notification audio can be customised in the Presence Configuration Audio Settings Sections.
How to give Agents ability to see other Agents status withou...
1K views · May 26, 2022 infallibletechie.com
To give Agents ability to see other Agents status without using Omni-Supervisor in Salesforce, report on User Presence entity can be used.
How to find pre chat info that was passed when the Chat was ...
2K views · May 30, 2022 infallibletechie.com
Salesforce Pre-Chat info will be stored in ConversationContextEntry entity when the chat is initiated. So, we can query the ConversationContextEntry entity. To initiate Salesforce Chat via REST API, please check the following link: https://www.infallibletechie.com/2021/08/how-to-initiate-chat-in-salesforce.html Link for SOQL: https://www.infallibletechie.com/2022/05/how-to-find-pre-chat-info-that-was.html
Salesforce Chat Transfer to Skills
6K views · Jun 8, 2022 infallibletechie.com
Salesforce Chats routed via Omni-Channel can be transferred to a Skill or to multiple Skills.
Displaying different names for agents in Salesforce Chat
6K views · Jun 21, 2022 infallibletechie.com
Chat Agent Configurations in Salesforce can be used to display different name for Chat Agent.
How to test Salesforce Embedded Service Chat Code?
1K views · Jun 26, 2022 infallibletechie.com
Using GitHub, we can easily test the Salesforce Embedded Service Deployment Chat Code Snippet.
Hide and Show Salesforce Embedded Service Chat
3K views · Jul 2, 2022 infallibletechie.com
embedded_svc.settings.displayHelpButton should be set to true to display the Salesforce Embedded Service Chat. embedded_svc.settings.displayHelpButton should be set to false to hide the Salesforce Embedded Service Chat.
Display Objects List in Salesforce Einstein Bot
4K views · Jul 7, 2022 infallibletechie.com
We can display list of objects for selection in Salesforce Einstein Bot. 1. Make sure Objects and Fields permissions are added to the sfdc.chatbot.service.permset Permission Set. 2. We can use Flow or Apex to fetch and return the data to the Flow. Blog Post: https://www.infallibletechie.com/2022/07/display-list-of-objects-for-user.html
Setup Messaging for In App Web in Salesforce Experience Clou...
21K views · Jul 9, 2022 infallibletechie.com
Check this Blog Post for Steps with Screenshots. Blog Post: https://www.infallibletechie.com/2022/06/how-to-setup-messaging-for-in-app-web.html
Hide Pop Out icon for Visualforce page in Salesforce Utility...
2K views · Jul 9, 2022 infallibletechie.com
We have to use iFrame tag to display the Visualforce page and set supportsPopOut attribute to false in the Lightning Aura Component to hide Pop Out when displaying Visualforce page in Utility Items (Desktop Only) in Salesforce. Blog Post: https://www.infallibletechie.com/2021/05/how-to-hide-pop-out-when-displaying.html
Set Web to Case default Case Status in Salesforce
31K views · Jul 15, 2022 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2022/07/how-to-set-web-to-case-default-case-status-in-salesforce.html(opens in a new tab)
Set Default Case Status for Salesforce Experience Cloud Cont...
563 views · Jul 16, 2022 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2022/07/how-to-set-default-case-status-for-the-cases-created-from-the-salesforce-experience-cloud-contact-support-form.html
Auto pop Salesforce Omni Channel Widget
1K views · Jul 25, 2022 infallibletechie.com
openUtility() from Utility API can be used to auto-pop Salesforce Omni-Channel Widget. Blog Post: https://www.infallibletechie.com/2022/07/how-to-auto-pop-salesforce-omni-channel-widget.html
Get Conversation Entries for Voice Call in Salesforce Servic...
218K views · Jul 27, 2022 infallibletechie.com
ConversationEntry contains the conversation between the agent and the customer. SOQL and Connect API can be used to get Conversation Entries for a Voice Call record in Salesforce. Blog Post: https://www.infallibletechie.com/2022/07/how-to-get-conversation-entries-for-voice-call-in-salesforce-service-cloud-voice.html
Pre Chat in Salesforce Messaging for In App and Web
16K views · Jul 31, 2022 infallibletechie.com
Pre-chat will work only for the Messaging Channels where the Routing Type is set as Omni Flow. Blog Post: https://www.infallibletechie.com/2022/06/pre-chat-in-salesforce-messaging-for-in.html
Transfer from BOT to a Queue in Salesforce
1K views · Aug 1, 2022 infallibletechie.com
Using Rule Action, we can transfer Chats from BOT to a Queue in Salesforce. Blog Post: https://www.infallibletechie.com/2022/07/how-to-transfer-from-bot-to-a-queue-in-salesforce.html
End Chats for unresponsive Visitors in Salesforce
6K views · Aug 3, 2022 infallibletechie.com
Enable customer timeout on the Salesforce Chat button should be used to end the chats when the visitors are unresponsive. Blog Post: https://www.infallibletechie.com/2022/08/how-to-end-chats-when-the-visitors-are-unresponsive-in-salesforce.html
Set Omni Channel status to Busy when Chat is accepted in Sal...
3K views · Aug 9, 2022 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2022/08/how-to-set-omni-channel-status-to-busy-when-chat-is-accepted-by-the-agents-in-salesforce.html
Find queue availability in Salesforce using Omni Channel Flo...
4K views · Aug 20, 2022 infallibletechie.com
Using "Check Availability for Routing" action, we can check whether agents are available in the queue to accept chats. Blog Post: https://www.infallibletechie.com/2022/08/how-to-find-queue-availability-in-salesforce-omni-channel-flow.html
Salesforce Lead Record Type for Embedded Service Chat
2K views · Sep 6, 2022 infallibletechie.com
To set the Lead Record Type for Embedded Service Chat, click Edit in Pre-Chat page section and select the Record Type. Blog Post: https://www.infallibletechie.com/2022/09/salesforce-lead-record-type-for-embedded-service-chat.html
Offline Agents are unavailable in Salesforce Omni Supervisor
2K views · Sep 11, 2022 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2022/08/offline-agents-are-unavailable-in-the-agent-summary-of-salesforce-omni-supervisor.html
Salesforce Article Answers in Einstein Bot
3K views · Sep 14, 2022 infallibletechie.com
Salesforce Article Answers with Einstein Bot helps us avoid transferring Chats to agents when Knowledge articles can assist the customers. Blog Post: https://www.infallibletechie.com/2022/09/salesforce-article-answers-in-einstein-bot.html
Chat Transfer to Chat Buttons in Salesforce
718 views · Sep 17, 2022 infallibletechie.com
If the agents are not seeing Chat Transfer to Chat Button, then make sure Chat Transfer To Chat Buttons Enabled is set to true on the Chat Agent Configuration. Blog Post: https://www.infallibletechie.com/2022/09/how-to-enable-chat-transfer-to-chat-buttons-in-salesforce.html
Find Visitor Wait Time to Chat in Salesforce
2K views · Sep 19, 2022 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2022/08/how-to-find-visitor-wait-time-to-chat-in-salesforce.html
Salesforce Process Automations when records are assigned via...
5K views · Sep 21, 2022 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2022/07/assignment-rules-when-records-are-assigned-via-salesforce-omni-channel.html
Run:execute Apex using OpenCTI in Salesforce
2K views · Sep 22, 2022 infallibletechie.com
sforce.opencti.runApex() can be to run or execute Apex using OpenCTI in Salesforce. Blog Post: https://www.infallibletechie.com/2022/06/how-to-runexecute-apex-using-opencti-in.html
Open Salesforce Omni Channel widget on a button click
1K views · Oct 7, 2022 infallibletechie.com
openUtility() can be used to launch Salesforce Omni-Channel widget on click of a button. Blog Post: https://www.infallibletechie.com/2022/07/how-to-launch-salesforce-omni-channel-widget-on-click-of-a-button.html
Greet Customers without Pre Chat Form in Salesforce Chat
9K views · Nov 6, 2022 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2022/11/greet-customers-without-pre-chat-form-in-salesforce-chat.html
Post Slack Message from Salesforce Flow
4K views · Nov 9, 2022 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2022/10/how-to-post-slack-message-from-salesforce-flow.html
Salesforce SOQL from AWS InvokeSalesforceRestApiFunction Lam...
2K views · Nov 11, 2022 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2022/11/how-to-test-salesforce-soql-from-aws-invokesalesforcerestapifunction-lambda-function-in-the-aws-console.html
Record Creation flow or order in Salesforce Chat
437 views · Nov 21, 2022 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2022/09/account-or-contact-or-lead-or-case-creation-flow-or-order-in-salesforce-chat.html
Salesforce Chat Transcript Highlight Panel
1K views · Nov 24, 2022 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2022/09/salesforce-chat-transcript-highlight-panel.html
Setup Quick Connects in Salesforce Service Cloud Voice
1K views · Dec 14, 2022 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2022/10/how-to-setup-quick-connects-in-salesforce-service-cloud-voice.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
Salesforce Pre Chat fields auto-populate and not editable in...
3K views · Dec 28, 2022 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2022/12/how-to-make-salesforce-pre-chat-fields-autopopulate-and-not-editable-in-experience-cloud-site.html
Authenticate Service Cloud for Slack Salesforce App
4K views · Dec 30, 2022 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2022/10/how-to-authenticate-service-cloud-for-slack-salesforce-app.html
Revoke or Delete Slack Authentication to re authenticate in ...
9K views · Jan 2, 2023 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2022/10/how-to-delete-slack-authentication-to-re-authenticate-in-salesforce.html
Edit and Delete Actions missing on Milestones from Salesforc...
620 views · Jan 11, 2023 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2022/11/edit-and-delete-actions-missing-on-milestones-from-salesforce-entitlement-process.html
Show Knowledge Article in Salesforce Einstein BOT
878 views · Jan 13, 2023 infallibletechie.com
Object Search can be used to search and display Knowledge Article in Salesforce Einstein BOT. Blog Post: https://www.infallibletechie.com/2023/01/show-knowledge-article-in-salesforce-einstein-bot.html
Find each agent accepted Salesforce Omni Channel Work Items
4K views · Jan 20, 2023 infallibletechie.com
Accept Date(AcceptDateTime) on Agent Work is populated when the agent accepts the Work Item(Case, Chat, Messaging Session, etc.) via Omni-Channel Widget. So, we can use this field to to find each agent accepted Salesforce Omni-Channel Work Items per day. Blog Post: https://www.infallibletechie.com/2023/01/how-to-find-each-agent-accepted-salesforce-omni-channel-work-items-per-day.html
Agent configured and assigned Omni Channel Capacity using Sa...
2K views · Jan 25, 2023 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2022/10/how-to-get-agent-configured-and-assigned-omni-channel-capacity-using-salesforce-omni-toolkit.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
InvokeSalesforceRestApiFunction updateRecord from AWS Consol...
2K views · Feb 13, 2023 infallibletechie.com
In InvokeSalesforceRestApiFunction Lambda, updateRecord method can be used to update records in Salesforce. Blog Post: https://www.infallibletechie.com/2022/11/invokesalesforcerestapifunction-updaterecord-from-aws-console.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
Pass Hidden Pre Chat data in Salesforce Messaging for In App...
6K views · Feb 17, 2023 infallibletechie.com
embeddedservice_bootstrap.prechatAPI.setHiddenPrechatFields() can be used to pass Hidden Pre-Chat data in Salesforce Messaging for In-App and Web. Blog Post: https://www.infallibletechie.com/2023/02/pass-hidden-pre-chat-data-in-salesforce-messaging-for-in-app-and-web.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
Manage separate Capacity for Salesforce Chat and Case Servic...
37K views · Feb 24, 2023 infallibletechie.com
Pilot feature Interrupt Long-Running Work to Handle Time-Sensitive Work can be used to manage separate Capacity for Salesforce Chat and Case Service Channels. Reference Article: https://help.salesforce.com/s/articleView?id=release-notes.rn_omnichannel_capacity_pools.htm&release=242&type=5 Check the following configurations using the pilot feature Interrupt Long-Running Work to Handle Time-Sensitive Work to manage separate Capacity for Salesforce Chat and Case Service Channels. Blog Post: https://www.infallibletechie.com/2023/02/manage-separate-capacity-for-salesforce-chat-and-case-service-channels.html
Populate Customer entered values from Amazon Connect in Sale...
6K views · Mar 1, 2023 infallibletechie.com
Store customer input from Amazon Connect can be used to get the customer input and Set contact attributes can be used to populate or pass or store the customer entered values in Salesforce Voice Call Object record. Blog Post: https://www.infallibletechie.com/2023/02/populate-customer-entered-values-from-amazon-connect-in-salesforce-voice-call-object.html
Initiate and send Salesforce Chat Message using REST API
12K views · Mar 13, 2023 infallibletechie.com
Salesforce Chat REST API can be used to initiate a Chat, send message and also end the chat. "Chat API Endpoint" in Salesforce Setup should be used to make the REST API Requests. Blog Post: https://www.infallibletechie.com/2023/03/how-to-initiate-and-send-salesforce-chat-message-using-rest-api.html
Launch and show Salesforce Embedded Service Chat only on But...
4K views · Mar 15, 2023 infallibletechie.com
embedded_svc.settings.displayHelpButton = false code can be used to hide the Chat. embedded_svc.liveAgentAPI.startChat() can be used to initiate the Chat. Blog Post: https://www.infallibletechie.com/2022/12/how-to-launch-and-show-salesforce-embedded-service-chat-only-on-button-click.html
Salesforce Service Cloud Voice Transcription from Amazon Con...
7K views · Apr 18, 2023 infallibletechie.com
To have transcription in Salesforce Service Cloud Voice, the languageCode must be set, "Start media streaming" element should be invoked and finally the "kvsConsumerTrigger" lambda function should be invoked. The kvsConsumerTrigger Lambda function invokes the kvsTranscriber Lambda Function. Blog Post: https://www.infallibletechie.com/2023/04/salesforce-service-cloud-voice-transcription-from-amazon-connect.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 Service Cloud Voice Real time Transcription with ...
2K views · Apr 23, 2023 infallibletechie.com
"Real-time and post-call analytics" should be enabled on the "Set recording and analytics behavior" Contact Flow element for real-time transcription in Salesforce Service Cloud Voice with Amazon Connect. If the "Post-call analytics" is enabled, then the transcription will be available on the Conversation component once the call is completed and the sync is completed. Blog Post: https://www.infallibletechie.com/2023/04/salesforce-service-cloud-voice-real-time-transcription-with-amazon-connect.html
Salesforce Find Or Create Case Records using Pre Chat API wi...
9K views · May 10, 2023 infallibletechie.com
Salesforce Pre-Chat API can be used to find the existing Case records using Custom Field for matching the records. Check the following for reference. Blog Post: https://www.infallibletechie.com/2023/05/salesforce-find-or-create-case-records-using-pre-chat-api-with-custom-field.html
Route Messaging Sessions to BOT in Salesforce Messaging for ...
13K views · May 15, 2023 infallibletechie.com
In order to route the Messaging Session to Einstein BOT, we must use the Omni-Channel Flows. Blog Post: https://www.infallibletechie.com/2023/05/route-messaging-sessions-to-bot-in-salesforce-messaging-for-in-app-and-web.html
Change Support Process in Salesforce Case Record Type
21K views · May 19, 2023 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2023/05/how-to-change-support-process-in-salesforce-case-record-type.html
Set Language in Salesforce Einstein Bot
5K views · May 22, 2023 infallibletechie.com
To set Language in Salesforce Einstein Bot, we use Rule Action "Set Conversation Language" in Salesforce. Blog Post: https://www.infallibletechie.com/2023/05/how-to-set-language-in-salesforce-einstein-bot.html
Change Omni Channel audio for Salesforce Service Cloud Voice
1K views · Jun 2, 2023 infallibletechie.com
Custom Audio file can be stored in Static Resource and configured in Phone Service Channel or Presence Configuration to change Omni-Channel audio for Salesforce Service Cloud Voice. Blog Post: https://www.infallibletechie.com/2023/05/how-to-change-omni-channel-audio-for-salesforce-service-cloud-voice.html
Track undelivered messages in Salesforce Digital Engagement ...
7K views · Jun 7, 2023 infallibletechie.com
In ConversationEntry entity, MessageStatusCode will be populated if the messages are undelivered. So, query the ConversationEntry entity with MessageStatusCode to track failed or undelivered Messages in Salesforce Messaging. Blog Post: https://www.infallibletechie.com/2021/12/how-to-track-failedundelivered-messages.html
Salesforce Chat Timer for Agent and Visitor Last Message
4K views · Jun 9, 2023 infallibletechie.com
For Salesforce Chat Timer for Agent and Visitor Last Messages, we can make use of Lightning Aura Component. In the Lightning Aura Component, we can make use of lightning:conversationAgentSend, lightning:conversationNewMessage and lightning:conversationChatEnded events to start and reset the Salesforce Chat Timer. Blog Post: https://www.infallibletechie.com/2023/06/salesforce-chat-timer-for-agent-and-visitor-last-message.html
Execute Salesforce Skills Based Routing Rules after record c...
5K views · Jun 14, 2023 infallibletechie.com
Salesforce Record-Triggered Flow can be used execute Skills-Based Routing Rules after record creation. In the Salesforce Record-Triggered Flow, make use of Route Work action to call or invoke Salesforce Skills-Based Routing Rules after record creation. Blog Post: https://www.infallibletechie.com/2023/06/how-to-execute-salesforce-skills-based-routing-rules-after-record-creation.html
InvokeSalesforceRestApiFunction Lambda createRecord method
18K views · Jun 16, 2023 infallibletechie.com
In InvokeSalesforceRestApiFunction Lambda, createRecord method can be used to create records in Salesforce. Blog Post: https://www.infallibletechie.com/2022/11/invokesalesforcerestapifunction-lambda-createrecord-method.html
Post Slack Message from Salesforce Record Triggered Flow
3K views · Jun 20, 2023 infallibletechie.com
Salesforce Record-Triggered Flow can be used to Post Slack Message when a record is created or updated. Blog Post: https://www.infallibletechie.com/2023/06/how-to-post-slack-message-from-salesforce-flow-when-a-record-is-created-or-updated.html
Debug Amazon Connect Flows
8K views · Jun 21, 2023 infallibletechie.com
"Enable Flow logs" should be enabled to troubleshoot and debug end-to-end Amazon Connect Flows. Blog Post: https://www.infallibletechie.com/2023/06/how-to-debug-amazon-connect-flows.html
Salesforce Service Cloud Voice Create Contact Center is Disa...
8K views · Jun 22, 2023 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2023/06/salesforce-service-cloud-voice-create-contact-center-is-disabled.html
Get the Slack Channel Id
1K views · Jun 24, 2023 infallibletechie.com
Using Get channel details option, we can easily get the Slack Channel Id. Blog Post: https://www.infallibletechie.com/2023/06/how-to-get-slack-channel-id.html
Create Agent Statuses in Amazon Connect
713 views · Jun 27, 2023 infallibletechie.com
To create Agent Statuses in Amazon Connect, please use the following steps: 1. Go to your Amazon Connect instance. 2. Select Agent Status option under Users. Blog Post: https://www.infallibletechie.com/2023/06/how-to-create-agent-statuses-in-amazon.html
Pre populate Pre Chat Form Fields in Salesforce Embedded Ser...
3K views · Jun 28, 2023 infallibletechie.com
prepopulatedPrechatFields attribute can be used to pre-populate Pre-Chat Form Fields in Salesforce Embedded Service Chat. Blog Post: https://www.infallibletechie.com/2021/02/how-to-pre-populate-pre-chat-form.html
Find Amazon Connect Agent ARN
4K views · Jul 2, 2023 infallibletechie.com
We can find the Amazon Connect Agent ARN from the Browser Network logs while editing the user from the Amazon Connect User Management. Blog Post: https://www.infallibletechie.com/2023/06/how-to-find-amazon-connect-agent-arn.html
Salesforce Chat LiveAgent SwitchServer Response
3K views · Jul 13, 2023 infallibletechie.com
Salesforce SwitchServer response is returned when the Chat Live Agent instance URL is not correct for the Organization Id in the REST API Request. Blog Post: https://www.infallibletechie.com/2023/01/salesforce-chat-liveagent-switchserver-response.html
Update Chat with an Expert Salesforce Embedded Service Deplo...
23K views · Jul 21, 2023 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2022/11/update-chat-with-an-expert-salesforce-embedded-service-deployment.html
Check Salesforce Einstein BOT status using API
2K views · Aug 15, 2023 infallibletechie.com
Runtime Base URL in Salesforce Einstein BOT can be used to check Salesforce Einstein BOT status using REST API. Blog Post: https://www.infallibletechie.com/2023/07/how-to-check-salesforce-einstein-bot-status-using-api.html
Send Hyperlink from BOT in Salesforce Messaging for In App a...
2K views · Aug 18, 2023 infallibletechie.com
In order to send URL Link or Hyperlink from the Salesforce Einstein BOT when using Messaging for In-App and Web, use the Enhanced Link component. Blog Post: https://www.infallibletechie.com/2023/08/send-hyperlink-from-bot-in-salesforce-messaging-for-in-app-and-web.html
Salesforce Messaging for In App and Web Hidden Pre Chat from...
7K views · Aug 23, 2023 infallibletechie.com
embeddedservice_bootstrap.prechatAPI.setHiddenPrechatFields() can be used to pass Hidden Pre-Chat data in Salesforce Messaging for In-App and Web. Blog Post: https://www.infallibletechie.com/2023/08/salesforce-messaging-for-in-app-and-web-hidden-pre-chat-from-experience-cloud-site.html
Keyboard shortcut to start Salesforce Chat
749 views · Aug 24, 2023 infallibletechie.com
Using JavaScript, we can set the the Keyboard shortcut to start or initialize or initiate the Salesforce Chat. Blog Post: https://www.infallibletechie.com/2023/08/keyboard-shortcut-to-start-salesforce-chat.html
Salesforce Lightning Experience Open CTI Click to Dial
11K views · Aug 29, 2023 infallibletechie.com
sforce.opencti.enableClickToDial() method can be used for Salesforce Lightning Experience Open CTI Click to Dial. Blog Post: https://www.infallibletechie.com/2023/07/salesforce-lightning-experience-open-cti-click-to-dial.html
Amazon Connect Inbound Flow for Salesforce Service Cloud Voi...
12K views · Aug 31, 2023 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2023/08/simple-amazon-connect-inbound-flow-for-salesforce-service-cloud-voice.html
invalid ServicePresenceStatus Id Salesforce Exception
24K views · Sep 1, 2023 infallibletechie.com
Exception: Unable to process: invalid ServicePresenceStatus Id Resolution: Please use 15 digit Service Presence Id instead of the 18 digit Id. Blog Post: https://www.infallibletechie.com/2023/07/unable-to-process-invalid-servicepresencestatus-id-salesforce-exception.html
Omni Channel Status from Button using Lightning Component in...
596 views · Sep 7, 2023 infallibletechie.com
omniToolkitAPI can be used to set Omni-Channel Status from Button using Lightning Aura Component in Salesforce. Blog Post: https://www.infallibletechie.com/2022/04/how-to-set-omni-channel-status-from.html
Salesforce Service Cloud Voice Callback Flow
6K views · Sep 20, 2023 infallibletechie.com
Callback option on the Transfer to Queue block can be used for Salesforce Service Cloud Voice Callback Flow. Blog Post: https://www.infallibletechie.com/2023/09/salesforce-service-cloud-voice-callback-flow.html
Salesforce Service Cloud Voice Post Call Survey
7K views · Sep 18, 2023 infallibletechie.com
Use "Set disconnect flow" block to call a Flow for Salesforce Service Cloud Voice Post Call Survey. Blog Post: https://www.infallibletechie.com/2023/09/salesforce-service-cloud-voice-post-call-survey.html
Start Chat on click of a Button from Salesforce Experience C...
7K views · Sep 24, 2023 infallibletechie.com
To initiate Chat on click of a Button from Salesforce Experience Cloud Site, we can make use of Lightning Web Component, Channel Menu and embedded_svc.liveAgentAPI.startChat(). Blog Post: https://www.infallibletechie.com/2023/06/start-chat-on-click-of-a-button-from-salesforce-experience-cloud-site.html
Salesforce Omni Channel Agent Presence Status Report
11K views · Sep 28, 2023 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2022/03/salesforce-omni-channel-agent-presence.html
Pass values to custom fields on the Salesforce Chat Transcri...
3K views · Sep 29, 2023 infallibletechie.com
Use the following steps to pass values to custom fields on the Salesforce Chat Transcript object(LiveChatTranscript). Blog Post: https://www.infallibletechie.com/2023/08/how-to-pass-values-to-custom-fields-on-the-salesforce-chat-transcript-object.html
Greet Customers in Salesforce Einstein BOT without Pre Chat ...
5K views · Sep 30, 2023 infallibletechie.com
Using Visualforce Page, we can get the First Name and Last Name of the user using {!$User.FirstName} and {!$User.LastName} expressions. sessionStorage can be used so that we can access the value from the Experience Cloud Site "Snippet Settings File" JavaScript. We can pass the Chat Visitor from the Experience Cloud Site "Snippet Settings File" JavaScript. In the Einstein BOT, we can use Context Variable to get the Chat Visitor name and greet. Blog Post: https://www.infallibletechie.com/2023/09/greet-customers-in-salesforce-einstein-bot-without-pre-chat-from-experience-cloud-site.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
View Amazon Real Time Metrics Salesforce Omni Channel Superv...
584 views · Oct 19, 2023 infallibletechie.com
"View Amazon Real-Time Metrics" action in the Supervisor Configuration should be assigned to view the button from the Salesforce Omni Supervisor tab. Blog Post: https://www.infallibletechie.com/2023/10/view-amazon-real-time-metrics-salesforce-omni-channel-supervisor.html
Pass Custom Fields values dynamically from Amazon Contact to...
392 views · Oct 24, 2023 infallibletechie.com
To pass Custom Fields values dynamically from Amazon Contact Center flow to Voice Call Object in Salesforce, Set contact attributes element can be used. Prefix sfdc-API Name of the field should be used the syntax. Blog Post: https://www.infallibletechie.com/2022/03/pass-custom-fields-values-dynamically.html
Find Users status changes in Salesforce Omni Channel
626 views · Oct 26, 2023 infallibletechie.com
SOQL on UserServicePresence can be used to track user status changes in Salesforce Omni-channel. Blog Post: https://www.infallibletechie.com/2022/03/how-to-find-users-status-changes-in.html
Suppress Salesforce Chat Auto Greeting
1K views · Oct 30, 2023 infallibletechie.com
Enable "Disable Auto Greeting on Transfer/Conference" in the Salesforce Chat Agent Configuration to suppress Auto Greeting when the Chat is Transferred or during Conference. Blog Post: https://www.infallibletechie.com/2023/09/suppress-salesforce-chat-auto-greeting.html
Route Salesforce Chats via Skill selection from Pre Chat
3K views · Oct 31, 2023 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2023/10/how-to-route-salesforce-chats-via-skill-selection-from-pre-chat.html
Track Salesforce Chat Transfers
933 views · Nov 4, 2023 infallibletechie.com
When the Chat is transferred in Salesforce, Agent Work record is created. So, we can use the Agent Work Object/Entity to track Salesforce Chat Transfers. Blog Post: https://www.infallibletechie.com/2023/10/track-salesforce-chat-transfers.html
Unable to Generate Salesforce Survey Link for External Users
531 views · Nov 6, 2023 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2023/08/unable-to-generate-salesforce-survey-link-for-external-users.html
liveAgent clientChatFileTransfer in Salesforce Custom Chat P...
6K views · Nov 8, 2023 infallibletechie.com
liveAgent:clientChatFileTransfer helps Chat visitor to upload documents or attachments when the Agents request it in live Chat Session. Blog Post: https://www.infallibletechie.com/2022/11/liveagentclientchatfiletransfer-in-salesforce-custom-chat-page.html
Listen Salesforce Chat Close Event
11K views · Nov 12, 2023 infallibletechie.com
embedded_svc.addEventHandler() can be used for listening onChatEndedByChasitor, onChatEndedByAgent and onChatEndedByChatbot events. Blog Post: https://www.infallibletechie.com/2023/11/how-to-listen-salesforce-chat-close-event.html
Salesforce Live Agent URL Change
8K views · Nov 12, 2023 infallibletechie.com
The Salesforce Live Agent or Chat URL or Chat Endpoint can undergo changes or get modified as a result of certain circumstances, namely, processes like Organisation Migration or Instance Change, as well as Site Switching. So, we have to handle the changes using SwitchServer in a dynamic manner. Blog Post: https://www.infallibletechie.com/2023/07/salesforce-live-agent-url-change.html
Create and open Case record in Salesforce using Open CTI
620 views · Nov 9, 2023 infallibletechie.com
sforce.opencti.saveLog() and sforce.opencti.screenPop() methods can be used to create and open Case record in Salesforce using Open CTI. Blog Post: https://www.infallibletechie.com/2023/11/how-to-create-and-open-case-record-in-salesforce-using-open-cti.html
Salesforce Agents to Transfer to BOT in Messaging for In App...
2K views · Nov 21, 2023 infallibletechie.com
Using Transfer icon, Salesforce Agents can transfer the active Chat Session to an Omni-Channel Flow. In the Omni-Channel flow, we can use Route Work element to route the Session to a BOT. Blog Post: https://www.infallibletechie.com/2023/11/how-to-allow-salesforce-agents-to-transfer-to-bot-in-messaging-for-in-app-and-web.html
Salesforce Question with Options Messaging Component
2K views · Dec 5, 2023 infallibletechie.com
Salesforce Question with Options Messaging Component allow us to display options for user selection. The users can select the Options that are available for selection. In this Blog Post, I have used BOT with Options Messaging Component. Blog Post: https://www.infallibletechie.com/2023/12/salesforce-question-with-options-messaging-component.html
Auto Populate Pre Chat in Salesforce Messaging for In App an...
5K views · Dec 11, 2023 infallibletechie.com
To Auto-Populate Pre-Chat in Salesforce Messaging for In-App and Web, we can make use of Lightning Web Component. Pre-Chat Form in the Embedded Service Deployment for Messaging for In-App and Web, should be overridden with the Lightning Web Component. Blog Post: https://www.infallibletechie.com/2023/12/auto-populate-pre-chat-in-salesforce-messaging-for-in-app-and-web.html
Salesforce Einstein GPT for Service Service Replies
10K views · Dec 12, 2023 infallibletechie.com
Salesforce Einstein GPT for Service: Service Replies feature helps agents to use recommended AI-generated replies. Blog Post: https://www.infallibletechie.com/2023/12/salesforce-einstein-gpt-for-service-service-replies.html
Salesforce Messaging for In App and Web Translation
1K views · Dec 13, 2023 infallibletechie.com
embeddedservice_bootstrap.settings.language can be used for translating Salesforce Messaging for In-App and Web. Blog Post: https://www.infallibletechie.com/2023/12/salesforce-messaging-for-in-app-and-web-translation.html
Salesforce Service AI Knowledge Grounding
8K views · Dec 15, 2023 infallibletechie.com
Salesforce Service AI Knowledge Grounding allows us to use our Knowledge Articles to add more additional context when using Einstein Email, Service Replies, etc features. In this Blog Post, Knowledge Grounding is used in Salesforce Einstein GPT for Service: Service Replies feature. Blog Post: https://www.infallibletechie.com/2023/12/salesforce-service-ai-knowledge-grounding.html
Salesforce Einstein Work Summaries setup for Chat
1K views · Dec 19, 2023 infallibletechie.com
Salesforce Einstein Work Summaries setup for Chat saves time by generating content from the Chat content. It saves the agents time in creating Chat Summary when the chat is ended. Blog Post: https://www.infallibletechie.com/2023/12/salesforce-einstein-work-summaries-setup-for-chat.html
Redirect users when agents are offline in Salesforce Chats
4K views · Dec 20, 2023 infallibletechie.com
We can redirect users to a different page when agents are offline or not available to accept Salesforce Chats. Blog Post: https://www.infallibletechie.com/2022/10/how-to-redirect-users-to-a-different-page-when-agents-are-offline-to-accept-salesforce-chats.html
Survey for Salesforce Messaging for In App and Web
3K views · Dec 21, 2023 infallibletechie.com
In the "Automated Responses" section of the Messaging Channel, use an Auto-Response Messaging Component with Web Page format for "End Conversation" to send a Survey link to the visitors when the session is ended for Salesforce Messaging for In-App and Web. Blog Post: https://www.infallibletechie.com/2023/12/configure-survey-for-salesforce-messaging-for-in-app-and-web.html
Salesforce Einstein BOT No Agent Dialog for Messaging for In...
3K views · Dec 24, 2023 infallibletechie.com
Salesforce Einstein BOT No Agent Dialog for Messaging for In-App and Web feature will be invoked when the Outbound Omni-Channel flow couldn't transfer the Session from BOT since no agents are at capacity to handle the session. Blog Post: https://www.infallibletechie.com/2023/12/salesforce-einstein-bot-no-agent-dialog-for-messaging-for-in-app-and-web.html
Share Knowledge Articles content in Active Salesforce Chat
276 views · Jan 3, 2024 infallibletechie.com
Agents can quickly insert Salesforce Knowledge Articles content when on Active Chat using "Insert Article into Conversation" action. Blog Post: https://www.infallibletechie.com/2023/12/share-knowledge-articles-content-in-active-salesforce-chat.html
Update Amazon Connect username format for users created in S...
5K views · Jan 7, 2024 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2022/12/how-to-update-amazon-connect-username-format-for-users-created-in-salesforce-service-cloud-voice.html
Salesforce Omni Supervisor Raise:Lower Flag Alerts
2K views · Jan 4, 2024 infallibletechie.com
lightning:omniChannelWorkFlagUpdated event can be used to notify the agents when they raise or lower the Flag for the Supervisor assistance. Blog Post: https://www.infallibletechie.com/2023/12/salesforce-omni-supervisor-raise-lower-flag-alerts.html
Salesforce Omni Channel Skill Priority
2K views · Jan 8, 2024 infallibletechie.com
In Salesforce Skill Priority, the Higher priority-value skills are dropped first. Next, the Lower priority-value skills, for example 0 Priority Level value Skills are dropped last. Blog Post: https://www.infallibletechie.com/2023/12/salesforce-skill-priority.html
Logout Link using Salesforce Lightning Web Component for Exp...
345 views · Jan 10, 2024 infallibletechie.com
@salesforce/community/basePath gives us the Experience Cloud Site URL. We can append /secur/logout.jsp to develop Logout Link using Salesforce Lightning Web Component for Experience Cloud Users. Blog Post: https://www.infallibletechie.com/2024/01/logout-link-using-salesforce-lightning-web-component-for-experience-cloud-users.html
Search and attach Knowledge Articles to Salesforce Messaging...
729 views · Jan 11, 2024 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2023/11/how-to-search-and-attach-knowledge-articles-to-salesforce-messaging-session.html
Listen Salesforce Chat End Event from Experience Cloud Site
496 views · Jan 19, 2024 infallibletechie.com
embedded_svc.addEventHandler() can be used for listening onChatEndedByChasitor, onChatEndedByAgent and onChatEndedByChatbot events. Blog Post: https://www.infallibletechie.com/2023/11/how-to-listen-salesforce-chat-end-event-from-experience-cloud-site.html
Manage separate Capacity for Salesforce High and Low Priorit...
170 views · Jan 22, 2024 infallibletechie.com
If you are having agents working in both Low and High Priority Salesforce Case records and would like to manage separate Capacity, then Capacity Types Not Interruptible and Interruptible can be used. Blog Post: https://www.infallibletechie.com/2024/01/manage-separate-capacity-for-salesforce-high-and-low-priority-cases.html
Salesforce Chat Offline Contact Creation
14K views · Jan 29, 2024 infallibletechie.com
By default, we can create case from Offline Support Form. So, in order to create Contact record, we can capture the Contact details by creating additional fields in Case object and a Flow can be used to check for existing Contact and create a new Contact if no matching Contact record is found. Blog Post: https://www.infallibletechie.com/2023/01/salesforce-chat-offline-contact-creation.html
Update Salesforce Embedded Service Chat Header
310 views · Jan 26, 2024 infallibletechie.com
Lightning Web Component which extends lightningSnapin__ChatHeader can be used to override the Chat Header. Blog Post: https://www.infallibletechie.com/2022/11/update-salesforce-embedded-service-chat-header.html
Display Context Variable in Salesforce Einstein BOT
512 views · Jan 31, 2024 infallibletechie.com
{!$Context.VariableName} should be used to display Context Variable in Salesforce Einstein BOT. Blog Post: https://www.infallibletechie.com/2024/01/display-context-variable-in-salesforce-einstein-bot.html
Salesforce Omni Channel AgentWorkSkill
1K views · Feb 5, 2024 infallibletechie.com
AgentWorkSkill in Salesforce Omni-Channel represents a skill used to route a work item to an agent. This object/entity is mainly used for reporting purpose. It contains the dropped skills also during routing. It is tied to the agent work object/entity. AgentWorkSkill records are created after the AgentWork record creation.
Conversation Catch Up Agent Summaries for Salesforce Messagi...
10K views · Feb 14, 2024 infallibletechie.com
Conversation Catch-Up Agent Summaries for Salesforce Messaging for In-App and Web allows agents to catch up quickly when they receive Messaging Sessions from another Agent or BOT. To enable Agent Summaries, go to Work Summaries in Salesforce Setup, select Conversation Catch-Up and toggle on Agent Summaries.
Salesforce Omni Channel Supervisor Configurations Users Assi...
870 views · Feb 16, 2024 infallibletechie.com
OmniSupervisorConfigUser is the object/entity where Salesforce Omni-Channel Supervisor Configurations Users assignments are stored. So, we have to query the OmniSupervisorConfigUser object/entity to fetch the Salesforce Omni-Channel Supervisor Configurations Users assignment. Blog Post: https://www.infallibletechie.com/2024/02/how-to-query-salesforce-omni-channel-supervisor-configurations-assignment.html
Salesforce Sensitive Data Rules for Digital Engagement Messa...
754 views · Feb 19, 2024 infallibletechie.com
"Configure Messaging" is needed to setup the Sensitive Data Rules. Blog Post: https://www.infallibletechie.com/2024/02/salesforce-sensitive-data-rules-for-digital-engagement-messaging.html
Query Salesforce Einstein BOT Intent Detection
2K views · Feb 22, 2024 infallibletechie.com
SOQL query on the ConversationDefinitionEventLog object/entity can be used to query Salesforce Einstein BOT Intent Detection. Blog Post: https://www.infallibletechie.com/2023/11/query-salesforce-einstein-bot-intent-detection.html
Handle Salesforce Einstein BOT Question with Dynamic option ...
3K views · Feb 23, 2024 infallibletechie.com
To handle Salesforce Einstein BOT Question with Dynamic option without selection, "Repairing Misunderstanding" should be used. Blog Post: https://www.infallibletechie.com/2024/02/how-to-handle-salesforce-einstein-bot-question-with-dynamic-option-without-selection.html
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
Salesforce Chat in the Home Page
988 views · Feb 28, 2024 infallibletechie.com
We can use Salesforce Chat in the Home Page by using the Chat Code Snippet in a Visualforce Page. The Visualforce Page should be added to the Lightning Home Page. Blog Post: https://www.infallibletechie.com/2024/02/salesforce-chat-in-the-home-page.html
Salesforce Einstein Work Summaries setup for Messaging for I...
2K views · Mar 1, 2024 infallibletechie.com
Salesforce Messaging Session Summaries should be enabled for setting up the Einstein Work Summaries for Messaging for In-App and Web. Blog Post: https://www.infallibletechie.com/2024/02/salesforce-einstein-work-summaries-setup-for-messaging-for-in-app-and-web.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
Launch Salesforce Messaging for In App and Web after few sec...
3K views · Mar 6, 2024 infallibletechie.com
We have to control the initEmbeddedMessaging() calling to launch Salesforce Messaging for In-App and Web after few seconds. instead of calling it in onload, we use setTimeout to call the function after few seconds. Blog Post: https://www.infallibletechie.com/2024/03/how-to-launch-salesforce-messaging-for-in-app-and-web-after-few-seconds.html
Display and Launch Salesforce Messaging for In App and Web o...
2K views · Mar 7, 2024 infallibletechie.com
We have to control the initEmbeddedMessaging() calling to display Salesforce Messaging for In-App and Web. embeddedservice_bootstrap.utilAPI.launchChat() can be used to launch Salesforce Messaging for In-App and Web on a button click. Blog Post: https://www.infallibletechie.com/2024/03/display-and-launch-salesforce-messaging-for-in-app-and-web-on-a-button-click.html
Salesforce Einstein BOT Object Search
2K views · Mar 8, 2024 infallibletechie.com
Object Search can be used in the Salesforce Einstein BOT to search records. Object Search in the Salesforce Einstein BOT allows us to search records without using Flow or Apex. Blog Post: https://www.infallibletechie.com/2024/03/salesforce-einstein-bot-object-search.html
Display Image in Salesforce Public Knowledge Article
212 views · Mar 8, 2024 infallibletechie.com
Salesforce Asset files are the alternative to Static Resources. So, the Salesforce Asset files can be used to display Public Image in Salesforce Knowledge Articles. Blog Post: https://www.infallibletechie.com/2024/02/display-public-image-in-salesforce-knowledge-article.html
Salesforce Einstein Copilot Flow Action
1K views · Mar 11, 2024 infallibletechie.com
Salesforce custom Copilot Actions allows us to develop for agents to do their work quickly. Blog Post: https://www.infallibletechie.com/2024/03/salesforce-einstein-copilot-flow-action.html
Launch Salesforce Messaging for In App and Web on button cli...
1K views · Mar 12, 2024 infallibletechie.com
embeddedservice_bootstrap.utilAPI.launchChat() can be used to launch Salesforce Messaging for In-App and Web on a button click. Blog Post: https://www.infallibletechie.com/2024/03/how-to-launch-salesforce-messaging-for-in-app-and-web-on-button-click.html
Launch Salesforce Einstein BOT on click of a Button
6K views · Mar 15, 2024 infallibletechie.com
We have to display and Launch Salesforce Messaging for In-App and Web on a Button Click to launch Salesforce Einstein BOT on click of a Button. Blog Post: https://www.infallibletechie.com/2024/03/launch-salesforce-einstein-bot-on-click-of-a-button.html
Invoke Salesforce Omni Channel Flow from Einstein BOT for Me...
1K views · Mar 19, 2024 infallibletechie.com
Set Routing Type component on the Einstein BOT can be used to invoke Salesforce Omni-Channel. The output from this should be used in the Transfer Dialog to transfer the session from Einstein BOT. Blog Post: https://www.infallibletechie.com/2024/03/invoke-salesforce-omni-channel-flow-from-einstein-bot-for-messaging-for-in-app-and-web.html
Salesforce Conversation Intelligence Rule for Voice
8K views · Mar 20, 2024 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2024/03/salesforce-conversation-intelligence-rule-for-voice.html
Salesforce Messaging for In App and Web Conversation End Eve...
1K views · Mar 25, 2024 infallibletechie.com
Salesforce messageChannel "lightning__conversationEnded" can be used to listen to the Salesforce Messaging for In-App and Web Conversation End Event. Blog Post: https://www.infallibletechie.com/2024/03/salesforce-messaging-for-in-app-and-web-conversation-end-event.html
Salesforce Conversation Intelligence Rule for Messaging for ...
4K views · Mar 26, 2024 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2024/03/salesforce-conversation-intelligence-rule-for-messaging-for-in-app-and-web.html
Salesforce Knowledge Article Smart Link
194 views · Mar 27, 2024 infallibletechie.com
Salesforce Knowledge Article Smart Link makes sure the Window is not refreshed when the Knowledge Article is opened from the another Knowledge Article. Blog Post: https://www.infallibletechie.com/2024/03/salesforce-knowledge-article-smart-link.html
Setup Salesforce Messaging for In App and Web in Google Blog...
573 views · Mar 28, 2024 infallibletechie.com
We can setup or configure Salesforce Messaging for In-App and Web in the Google Blogger/Blogspot Website. Blog Post: https://www.infallibletechie.com/2024/03/setup-salesforce-messaging-for-in-app-and-web-in-google-blogger-site.html
Auto populate Pre Chat Form Fields in Salesforce Messaging f...
450 views · Apr 5, 2024 infallibletechie.com
embeddedservice_bootstrap.prechatAPI.setVisiblePrechatFields() can be used to auto populate Pre-Chat Form Fields in Salesforce Messaging for In-App and Web. Blog Post: https://www.infallibletechie.com/2024/04/auto-populate-pre-chat-form-fields-in-salesforce-messaging-for-in-app-and-web.html
Setup Salesforce Messaging for In App and Web in Google Site
2K views · Apr 8, 2024 infallibletechie.com
Embed Component should be used in the Google Site to host Salesforce Messaging for In-App and Web chat. Blog Post: https://www.infallibletechie.com/2024/04/setup-salesforce-messaging-for-in-app-and-web-in-google-site.html
Promote Articles in Salesforce Search Results
768 views · Apr 10, 2024 infallibletechie.com
Using "Promoted Search Terms", we can easily associate keywords for our Salesforce Knowledge Articles to optimize search results in Salesforce Knowledge. Blog Post: https://www.infallibletechie.com/2024/04/promote-articles-in-salesforce-search-results.html
Capture Browser Details in Salesforce Messaging for In App a...
2K views · Apr 15, 2024 infallibletechie.com
In order to capture Browser Details like Browser Name, Browser Language and Browser Platform in Salesforce Messaging for In-App and Web, we can make use of navigator from JavaScript and setHiddenPrechatFields from Salesforce Messaging for In-App and Web. Blog Post: https://www.infallibletechie.com/2024/04/capture-browser-details-in-salesforce-messaging-for-in-app-and-web.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
Salesforce BOT to BOT Transfer Check
118K views · Apr 19, 2024 infallibletechie.com
System Context Variable ReferrerBotId can be used to check whether the BOT was invoked from BOT to BOT transfer. Blog Post: https://www.infallibletechie.com/2024/04/salesforce-bot-to-bot-transfer-check.html
Salesforce BOT to BOT Transfer Check
118K views · Apr 19, 2024 infallibletechie.com
System Context Variable ReferrerBotId can be used to check whether the BOT was invoked from BOT to BOT transfer. Blog Post: https://www.infallibletechie.com/2024/04/salesforce-bot-to-bot-transfer-check.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
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
Manage separate Capacity for Salesforce Case and Messaging S...
878 views · Apr 30, 2024 infallibletechie.com
If you are having agents working in both Salesforce Case and Messaging Session objects/entities and would like to manage separate Capacity, then Capacity Type Not Interruptible and Interruptible can be used. Not Interruptible Capacity Type uses Primary Capacity configured to the agent. Interruptible Capacity Type uses Interruptible Capacity configured to the agent. Blog Post: https://www.infallibletechie.com/2024/02/manage-separate-capacity-for-salesforce-case-and-messaging-session.html
Salesforce Chat Sound Notification to Visitors
4K views · May 2, 2024 infallibletechie.com
For Salesforce Chat Sound Notification to Visitors, we can make use of embedded_svc.addEventHandler() for onAgentMessage and onChasitorMessage events. For playing the Audio or the Notification sound, we can make use of audio HTML tag and play() from JavaScript. Blog Post: https://www.infallibletechie.com/2024/05/salesforce-chat-sound-notification-to-visitors.html
Conversation Entries for Messaging Session in Salesforce Mes...
2K views · May 9, 2024 infallibletechie.com
To get Conversation Entries for Messaging Session in Salesforce Messaging Channels(SMS, WhatsApp, Facebook, etc..), we can query the ConversationEntry object/entity using the Messaging Session Id as the ConversationId. Blog Post: https://www.infallibletechie.com/2024/01/how-to-get-conversation-entries-for-messaging-session-in-salesforce-messaging-channels.html
Change Salesforce Chat No agents are available message
625 views · May 10, 2024 infallibletechie.com
n Embedded Service Deployment, we can update or change or modify the "No agents are available. We can't chat right now. Try again later." using Chat Settings Additional Branding. Blog Post: https://www.infallibletechie.com/2024/05/how-to-change-salesforce-chat-no-agents-are-available-message.html
Salesforce Form Messaging Component
851 views · May 15, 2024 infallibletechie.com
Using Salesforce Form Messaging Component, we can create records. To create Salesforce Form Messaging Component, use "Form" as the Message Type. Blog Post: https://www.infallibletechie.com/2024/05/salesforce-form-messaging-component.html
Salesforce Messaging for In App and Web using Google Tag Man...
569 views · Jun 11, 2024 infallibletechie.com
When we use Google Tag Manager, onload from the script tag will not fire. So, initEmbeddedMessaging() will not be fired to load the Salesforce Messaging for In-App and Web. To overcome this Google Tag Manager limitation, use the following blog post. Blog Post: https://www.infallibletechie.com/2024/06/setup-salesforce-messaging-for-in-app-and-web-using-google-tag-manager.html
Launch Salesforce Messaging for In App and Web on button cli...
1K views · Jun 17, 2024 infallibletechie.com
embeddedservice_bootstrap.utilAPI.launchChat() can be used to launch Salesforce Messaging for In-App and Web on a button click from the Experience Cloud Site. In the Experience Cloud Markup, we will add an event listener to launch the Salesforce Messaging for In-App and Web. We will pass the event to the Experience Cloud Site Markup from the Lightning Web Component on click of a button. Blog Post: https://www.infallibletechie.com/2024/06/launch-salesforce-messaging-for-in-app-and-web-on-button-click-from-experience-cloud-site.html
Display ContactId and RoutableId in Salesforce Einstein BOT
478 views · Jun 24, 2024 infallibletechie.com
{!$Context.ContactId} and {!$Context.RoutableId} should be used to display the Context Variables ContactId and RoutableId in Salesforce Einstein BOT. Blog Post: https://www.infallibletechie.com/2024/04/display-contactid-and-routableid-in-salesforce-einstein-bot.html
Update existing Contact from Salesforce Pre Chat Form
700 views · Jun 24, 2024 infallibletechie.com
If the Salesforce Pre-Chat code finds the existing contact and if you want to update the existing contact with the latest details from the Pre-Chat, we can make use of a Lightning Web Component on the Chat Transcript Lightning Record Page. In the Lightning Web Component, we can use getRecord, getFieldValue and updateRecord. Blog Post: https://www.infallibletechie.com/2024/06/update-salesforce-chat-existing-contact.html
Insert Salesforce Knowledge Article Data Categories Assignme...
450 views · Jul 5, 2024 infallibletechie.com
To insert Salesforce Knowledge Article Data Categories Assignment using Apex, we have to make use of knowledge__DataCategorySelection object/entity. Blog Post: https://www.infallibletechie.com/2024/03/insert-salesforce-knowledge-article-data-categories-assignment-using-apex.html
Route Salesforce Messaging for In App and Web Sessions using...
3K views · Jul 22, 2024 infallibletechie.com
In order to route Salesforce Messaging for In-App and Web Messaging Sessions via Skills, Omni-Channel Flow should be used. Blog Post: https://www.infallibletechie.com/2024/07/how-to-route-salesforce-messaging-for-in-app-and-web-sessions-using-skills.html
Salesforce Einstein BOT Copilot Action Answer Questions wit...
995 views · Jul 31, 2024 infallibletechie.com
Salesforce Einstein BOT Copilot Action: Answer Questions with Knowledge will help answering questions from the visitors based on the information from the relevant Knowledge articles. Blog Post: https://www.infallibletechie.com/2024/07/salesforce-einstein-bot-copilot-action-answer-questions-with-knowledge.html
Replace an actual agent’s name in Salesforce Messaging for...
1K views · Aug 11, 2024 infallibletechie.com
In the Salesforce Presence Configuration for the Omni-Channel configuration, we can make use of Agent Alias to replace or mask or hide an actual agent’s name in Salesforce Messaging for In-App and Web. Blog Post: https://www.infallibletechie.com/2024/08/replace-an-actual-agents-name-in-salesforce-messaging-for-in-app-and-web.html
Greet using agent detail in Salesforce Messaging for In App ...
2K views · Aug 12, 2024 infallibletechie.com
We can merge fields in the Salesforce Messaging Component to greet using the agent’s name in Salesforce Messaging for In-App and Web Session. Blog Post: https://www.infallibletechie.com/2024/08/greet-using-agent-detail-in-salesforce-messaging-for-in-app-and-web-session.html
Greet using agent detail in Salesforce Messaging for In App ...
2K views · Aug 12, 2024 infallibletechie.com
We can merge fields in the Salesforce Messaging Component to greet using the agent’s name in Salesforce Messaging for In-App and Web Session. Blog Post: https://www.infallibletechie.com/2024/08/greet-using-agent-detail-in-salesforce-messaging-for-in-app-and-web-session.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
Salesforce Work Summaries for Email
806 views · Sep 27, 2024 infallibletechie.com
For Salesforce Work Summaries for Email, Einstein Email Summaries component should be added to the Lightning Record Page. Email-to-Case should also be enabled. Blog Post: https://www.infallibletechie.com/2024/09/salesforce-work-summaries-for-email.html
Listen Salesforce Omni Channel Logout
241 views · Oct 27, 2024 infallibletechie.com
ightning:omniChannelLogout can be listened in the Salesforce Lighting Aura Component to listen to the Salesforce Omni-Channel logouts. Blog Post: https://www.infallibletechie.com/2024/10/listen-salesforce-omni-channel-logout.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 data from Chat to Einstein BOT in Salesforce
3K views · Nov 8, 2024 infallibletechie.com
embedded_svc.settings.extraPrechatFormDetails can be used to pass data from Chat to Einstein BOT in Salesforce. Blog Post: https://www.infallibletechie.com/2024/11/pass-data-from-chat-to-einstein-bot-in-salesforce.html
Salesforce Agentforce Apex Agent Action
4K views · Nov 11, 2024 infallibletechie.com
@InvocableMethod annotation helps to invoke apex class and method from the Salesforce Agentforce Apex Action. @InvocableVariable annotation can be used to pass multiple parameters from the Salesforce Agent Action to the Apex Class. Blog Post: https://www.infallibletechie.com/2024/11/salesforce-agentforce-apex-agent-action.html
Opportunity Booking using Salesforce Agentforce
803 views · Nov 13, 2024 infallibletechie.com
We can handle Opportunity and Opportunity Product creations using the Salesforce Agentforce. In this Blog Post, I have used Apex Agent Action to handle the record creations. Blog Post: https://www.infallibletechie.com/2024/11/opportunity-booking-using-salesforce-agentforce.html
Opportunity Booking using Salesforce Agentforce
803 views · Nov 13, 2024 infallibletechie.com
We can handle Opportunity and Opportunity Product creations using the Salesforce Agentforce. In this Blog Post, I have used Apex Agent Action to handle the record creations. Blog Post: https://www.infallibletechie.com/2024/11/opportunity-booking-using-salesforce-agentforce.html
Pass data to Einstein BOT in Salesforce Messaging for In App...
2K views · Nov 17, 2024 infallibletechie.com
Using Hidden Pre-Chat Hidden fields, we can pass data to the Omni-Channel Flow. Next, in the Omni-Channel Flow, we can update the Messaging Session record with the Pre-Chat Hidden Fields. Finally, using Context Variable in the Einstein BOT, we can use Context Variable and map it to a Custom Variable in the Dialog and use it. Blog Post: https://www.infallibletechie.com/2024/11/pass-data-to-einstein-bot-in-salesforce-messaging-for-in-app-and-web.html
Pass data to Einstein BOT in Salesforce Messaging for In App...
2K views · Nov 17, 2024 infallibletechie.com
Using Hidden Pre-Chat Hidden fields, we can pass data to the Omni-Channel Flow. Next, in the Omni-Channel Flow, we can update the Messaging Session record with the Pre-Chat Hidden Fields. Finally, using Context Variable in the Einstein BOT, we can use Context Variable and map it to a Custom Variable in the Dialog and use it. Blog Post: https://www.infallibletechie.com/2024/11/pass-data-to-einstein-bot-in-salesforce-messaging-for-in-app-and-web.html
Pass data to Einstein BOT in Salesforce Messaging for In App...
2K views · Nov 17, 2024 infallibletechie.com
Using Hidden Pre-Chat Hidden fields, we can pass data to the Omni-Channel Flow. Next, in the Omni-Channel Flow, we can update the Messaging Session record with the Pre-Chat Hidden Fields. Finally, using Context Variable in the Einstein BOT, we can use Context Variable and map it to a Custom Variable in the Dialog and use it. Blog Post: https://www.infallibletechie.com/2024/11/pass-data-to-einstein-bot-in-salesforce-messaging-for-in-app-and-web.html
Invoke Salesforce Agentforce using REST API
2K views · Nov 18, 2024 infallibletechie.com
Using Salesforce Messaging for In-App and Web REST API, we can invoke Salesforce Agentforce using REST API. Blog Post: https://www.infallibletechie.com/2024/11/invoke-salesforce-agentforce-using-rest-api.html
Invoke Salesforce Agentforce using REST API
2K views · Nov 18, 2024 infallibletechie.com
Using Salesforce Messaging for In-App and Web REST API, we can invoke Salesforce Agentforce using REST API. Blog Post: https://www.infallibletechie.com/2024/11/invoke-salesforce-agentforce-using-rest-api.html
Salesforce Messaging for In App and Web Message Translation
516 views · Nov 19, 2024 infallibletechie.com
lightning:conversationNewMessage can be used to fetch the visitor messages. Using Translation API, we can translate the message and show it to the Agents to assist. Blog Post: https://www.infallibletechie.com/2024/11/salesforce-messaging-for-in-app-and-web-message-translation.html
Salesforce Messaging for In App and Web Message Translation
516 views · Nov 19, 2024 infallibletechie.com
lightning:conversationNewMessage can be used to fetch the visitor messages. Using Translation API, we can translate the message and show it to the Agents to assist. Blog Post: https://www.infallibletechie.com/2024/11/salesforce-messaging-for-in-app-and-web-message-translation.html
Hide Chat Icon and display Text in Salesforce Messaging for ...
555 views · Nov 28, 2024 infallibletechie.com
embeddedservice_bootstrap.settings.hideChatButtonOnLoad = true; can be used to hide the Salesforce Messaging for In-App and Web chat icon when the Page loads. embeddedservice_bootstrap.utilAPI.launchChat() can be used to launch the Salesforce Messaging for In-App and Web Chat Widget. Blog Post: https://www.infallibletechie.com/2024/11/hide-chat-icon-and-display-text-in-salesforce-messaging-for-in-app-and-web.html
Hide Chat Icon and display Text in Salesforce Messaging for ...
555 views · Nov 28, 2024 infallibletechie.com
embeddedservice_bootstrap.settings.hideChatButtonOnLoad = true; can be used to hide the Salesforce Messaging for In-App and Web chat icon when the Page loads. embeddedservice_bootstrap.utilAPI.launchChat() can be used to launch the Salesforce Messaging for In-App and Web Chat Widget. Blog Post: https://www.infallibletechie.com/2024/11/hide-chat-icon-and-display-text-in-salesforce-messaging-for-in-app-and-web.html
Handle Date data type in Salesforce Agentforce
4K views · Dec 2, 2024 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2024/11/handle-date-data-type-in-salesforce-agentforce.html
Handle Date data type in Salesforce Agentforce
4K views · Dec 2, 2024 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2024/11/handle-date-data-type-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
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
Hide Chat Icon and launch Messaging on Button Click in Sales...
1K views · Dec 4, 2024 infallibletechie.com
embeddedservice_bootstrap.settings.hideChatButtonOnLoad = true; can be used to hide the Salesforce Messaging for In-App and Web chat icon when the Page loads. embeddedservice_bootstrap.utilAPI.launchChat() can be used to launch the Salesforce Messaging for In-App and Web Chat Widget. Blog Post: https://www.infallibletechie.com/2024/12/hide-chat-icon-and-launch-messaging-on-button-click-in-salesforce-messaging-for-in-app-and-web.html
Hide Chat Icon and launch Messaging on Button Click in Sales...
1K views · Dec 4, 2024 infallibletechie.com
embeddedservice_bootstrap.settings.hideChatButtonOnLoad = true; can be used to hide the Salesforce Messaging for In-App and Web chat icon when the Page loads. embeddedservice_bootstrap.utilAPI.launchChat() can be used to launch the Salesforce Messaging for In-App and Web Chat Widget. Blog Post: https://www.infallibletechie.com/2024/12/hide-chat-icon-and-launch-messaging-on-button-click-in-salesforce-messaging-for-in-app-and-web.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
Change the Salesforce Messaging for In App and Web Chat Icon...
430 views · Dec 27, 2024 infallibletechie.com
embeddedservice_bootstrap.settings.chatButtonPosition can be used to change the Salesforce Messaging for In-App and Web Chat Icon Position or Location. Blog Post: https://www.infallibletechie.com/2024/12/change-the-salesforce-messaging-for-in-app-and-web-chat-icon-position.html
Change the Salesforce Messaging for In App and Web Chat Icon...
430 views · Dec 27, 2024 infallibletechie.com
embeddedservice_bootstrap.settings.chatButtonPosition can be used to change the Salesforce Messaging for In-App and Web Chat Icon Position or Location. Blog Post: https://www.infallibletechie.com/2024/12/change-the-salesforce-messaging-for-in-app-and-web-chat-icon-position.html
Draft Salesforce Knowledge Articles with Generative AI
808 views · Jan 2, 2025 infallibletechie.com
Salesforce Einstein Knowledge Creation feature can be used to create or draft Knowledge Articles. Blog Post: https://www.infallibletechie.com/2025/01/draft-salesforce-knowledge-articles-with-generative-ai.html
Draft Salesforce Knowledge Articles with Generative AI
808 views · Jan 2, 2025 infallibletechie.com
Salesforce Einstein Knowledge Creation feature can be used to create or draft Knowledge Articles. Blog Post: https://www.infallibletechie.com/2025/01/draft-salesforce-knowledge-articles-with-generative-ai.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
Pass Pre Chat to Salesforce Messaging for In App and Web RES...
1K views · Jan 16, 2025 infallibletechie.com
When we invoke the Salesforce Messaging for In-App and Web REST API, routingAttributes can be used to pass the Pre-Chat field values. Blog Post: https://www.infallibletechie.com/2025/01/pass-pre-chat-to-salesforce-messaging-for-in-app-and-web-rest-api.html
Pass Pre Chat to Salesforce Messaging for In App and Web RES...
1K views · Jan 16, 2025 infallibletechie.com
When we invoke the Salesforce Messaging for In-App and Web REST API, routingAttributes can be used to pass the Pre-Chat field values. Blog Post: https://www.infallibletechie.com/2025/01/pass-pre-chat-to-salesforce-messaging-for-in-app-and-web-rest-api.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
Salesforce Agentforce action Answer Questions With Knowledge
942 views · Jan 20, 2025 infallibletechie.com
Salesforce Agentforce action “Answer Questions With Knowledge” helps the AI Agent to answer and help customers for their inquiries. Blog Post: https://www.infallibletechie.com/2025/01/salesforce-agentforce-action-answer-questions-with-knowledge.html
Salesforce Agentforce action Answer Questions With Knowledge
942 views · Jan 20, 2025 infallibletechie.com
Salesforce Agentforce action “Answer Questions With Knowledge” helps the AI Agent to answer and help customers for their inquiries. Blog Post: https://www.infallibletechie.com/2025/01/salesforce-agentforce-action-answer-questions-with-knowledge.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
Salesforce Agentforce assist using Files Content
558 views · Jan 22, 2025 infallibletechie.com
In Salesforce Agentforce, we can use Einstein Data Library to upload files. "Answer Questions With Knowledge" standard action will make use of the content of the uploaded files to assist the customer. Blog Post: https://www.infallibletechie.com/2025/01/salesforce-agentforce-assist-using-files-content.html
Salesforce Agentforce assist using Files Content
558 views · Jan 22, 2025 infallibletechie.com
In Salesforce Agentforce, we can use Einstein Data Library to upload files. "Answer Questions With Knowledge" standard action will make use of the content of the uploaded files to assist the customer. Blog Post: https://www.infallibletechie.com/2025/01/salesforce-agentforce-assist-using-files-content.html
Invoke Salesforce Prompt Template using Apex
209 views · Jan 23, 2025 infallibletechie.com
Salesforce Connect API can be used to invoke Prompt Template using Apex. Blog Post: https://www.infallibletechie.com/2025/01/invoke-salesforce-prompt-template-using-apex.html
Invoke Salesforce Prompt Template using Apex
209 views · Jan 23, 2025 infallibletechie.com
Salesforce Connect API can be used to invoke Prompt Template using Apex. Blog Post: https://www.infallibletechie.com/2025/01/invoke-salesforce-prompt-template-using-apex.html
Remove Salesforce Messaging for In App and Web Components fr...
2K views · Jan 24, 2025 infallibletechie.com
embeddedservice_bootstrap.utilAPI.removeAllComponents() can be used to remove all the Messaging for Web components from a page on our website. Blog Post: https://www.infallibletechie.com/2025/01/remove-salesforce-messaging-for-in-app-and-web-components-from-a-web-page.html
Remove Salesforce Messaging for In App and Web Components fr...
2K views · Jan 24, 2025 infallibletechie.com
embeddedservice_bootstrap.utilAPI.removeAllComponents() can be used to remove all the Messaging for Web components from a page on our website. Blog Post: https://www.infallibletechie.com/2025/01/remove-salesforce-messaging-for-in-app-and-web-components-from-a-web-page.html
Track Salesforce Send Conversation Messages
758 views · Jan 29, 2025 infallibletechie.com
If you want to track the Salesforce Send Conversation Messages invocations, then query ConvMessageSendRequest object/entity. Blog Post: https://www.infallibletechie.com/2025/01/track-salesforce-send-conversation-messages.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
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 Messaging for Web REST API using Python
583 views · Feb 14, 2025 infallibletechie.com
Salesforce Messaging for Web REST API helps us to connect to the Messaging Services via REST API. Check the following link for getting started with the Salesforce Messaging for Web REST API. https://www.infallibletechie.com/2024/11/salesforce-messaging-for-in-app-and-web-rest-api.html Blog Post: https://www.infallibletechie.com/2025/02/invoke-salesforce-messaging-for-web-rest-api-using-python.html
Invoke Salesforce Messaging for Web REST API using Python
583 views · Feb 14, 2025 infallibletechie.com
Salesforce Messaging for Web REST API helps us to connect to the Messaging Services via REST API. Check the following link for getting started with the Salesforce Messaging for Web REST API. https://www.infallibletechie.com/2024/11/salesforce-messaging-for-in-app-and-web-rest-api.html Blog Post: https://www.infallibletechie.com/2025/02/invoke-salesforce-messaging-for-web-rest-api-using-python.html
Salesforce Messaging for Web API Retrieve Conversation Trans...
1K views · Feb 19, 2025 infallibletechie.com
The Salesforce Messaging for Web REST API offers an endpoint that allows us to export or download the conversation transcript. To do so, you need to provide the Conversation ID and include the Authorization header with the Bearer followed by the access token. This is necessary for a successful GET request to retrieve the Conversation Transcript. Blog Post: https://www.infallibletechie.com/2025/02/salesforce-retrieve-conversation-transcript-messaging-for-web-api.html
Query Salesforce Omni Channel Supervisor Configurations Prof...
890 views · Feb 26, 2025 infallibletechie.com
OmniSupervisorConfigProfile is the object/entity where Salesforce Omni-Channel Supervisor Configurations Profiles assignments are stored. So, we have to query the OmniSupervisorConfigProfile object/entity to fetch the Salesforce Omni-Channel Supervisor Configurations Profiles assignment. Blog Post: https://www.infallibletechie.com/2024/02/how-to-query-salesforce-omni-channel-supervisor-configurations-profiles-assignment.html
Salesforce Agentforce Service Planner
244 views · Mar 13, 2025 infallibletechie.com
Salesforce Agentforce Service Planner Lightning Component is an assistive agent that helps service representatives to resolve the cases faster with real-time case summaries and step-by-step resolution guidance or suggestions. Blog Post: https://www.infallibletechie.com/2025/03/salesforce-agentforce-service-planner.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
Pass Messaging Session Id in Salesforce Messaging Component
3K views · Apr 8, 2025 infallibletechie.com
$Parameters.MessagingSessionId can be used to pass Messaging Session Record Id while using Messaging Component. Blog Post: https://www.infallibletechie.com/2025/04/pass-messaging-session-id-in-salesforce-messaging-component.html
Salesforce Agentforce to Agent transfer Business Hours Check
8K views · Apr 10, 2025 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2025/04/salesforce-agentforce-to-agent-transfer-business-hours-check.html
Agents are not available Salesforce Messaging for Web
931 views · Apr 17, 2025 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2025/04/agents-are-not-available-salesforce-messaging-for-web.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
Accessing Salesforce Omni Channel from Mobile
16 views · Apr 23, 2025 infallibletechie.com
Service Representatives can access Salesforce Omni-Channel from their Mobiles using Omni Inbox. Blog Post: https://www.infallibletechie.com/2025/04/accessing-salesforce-omni-channel-from-mobile.html
Create Salesforce Case from Slack
458 views · Apr 23, 2025 infallibletechie.com
Slack for Service can be used to create Salesforce Case directly from the Slack application. Blog Post: https://www.infallibletechie.com/2025/04/create-salesforce-case-from-slack.html
Monitor Salesforce Agentforce Service Agents
396 views · Apr 24, 2025 infallibletechie.com
Salesforce Omni Supervisor tab can be use to track and monitor the Agentforce Service Agents. Blog Post: https://www.infallibletechie.com/2025/04/monitor-salesforce-agentforce-service-agents.html
Agentforce Data Library in Salesforce Prompt Builder
288 views · Apr 25, 2025 infallibletechie.com
We can make use of Agentforce Data Library in the Salesforce Prompt Builder or Template. We have to refer the Agentforce Data Library Retriever in the Prompt Template to invoke it. Blog Post: https://www.infallibletechie.com/2025/04/agentforce-data-library-in-salesforce-prompt-builder.html