Portal account owner must have a role Exception in Salesforce
There are three possibilities for this issue: 1. Running user for creating Account, Contact and User for Experience Cloud site access doesn't have a Role. To fix this issue, assign ....
Tag: Salesforce Experience Cloud
How to hide Embedded Service Chat in Salesforce Experience Cloud Site?
There are several scenarios or use-cases where we want to hide the Chat feature temporarily. If you want to hide the Chat feature temporarily, then follow the below steps: 1. ....
Two Column Display in Salesforce Experience Cloud Contact Support Form
1. Select "Configure global actions for authenticated users". 2. Click "Edit Layout" for the Global Quick Action used in the Experience Cloud Site Builder. 3. Drag and drop the fields ....
How to display First Name and Last Name instead of Nickname in Salesforce Experiece Cloud Site?
To avoid showing Nickname in the Experience Cloud Site, disable Show Nicknames in the Experience Cloud Site Administration.1. Click Workspace from the Experience Cloud Site in All Sites in Setup.2. ....
Log A Call in Salesforce Experience Cloud
1. Make sure the Log a Call quick action is added to the page layout.2. If you are using Record Tab Information tab, make sure Feed is selected in one ....
Session Timeout in Salesforce Experience Cloud (Community)
Check "Session Times Out After" in Profile's Session Settings.We can control Session Time Out on a user profile basis. When the profile is created it takes the default values from ....
How to make users in Experience Cloud see each other in Salesforce?
1. Enable "Site User Visibility" in Sharing Settings.2. Enable "See other members of this site".
How to prompt login when internal users access Experience Cloud Sites in Salesforce?
Enable "Separate Experience Cloud site and Salesforce login authentication for employees." in the Internal User's Profile to prompt login when internal users access Experience Cloud Sites. When this option is enabled, ....
How to add Customer Community or Experience Cloud users to Public Group in Salesforce?
Select "Customer Portal Users" in the Search. This will list all the Customer Community or Experience Cloud users to add it to the Public Group
How to populate Account in Chat and Case from Experience Cloud Embedded Service Chat Component in Salesforce?
1. Create a file with the extension ".js" using the following code. window._snapinsSnippetSettingsFile = ( function() { console.log( "Code from Static Resource loaded" ); let chatAccNm = document.getElementById( "chatAccNm" ).innerHTML; ....