Validation in Salesforce Flow
Using Custom Error Flow Component, we can do record validations in the Salesforce Flow. Flow gives more flexibility when compared to the Salesforce Validation Rules. In the record-triggered Flow, the ....
Tag: Salesforce Flow
Track Salesforce Send Conversation Messages
Here is a high-quality, SEO-optimized blog post tailored for a technical audience. How to Track Salesforce Send Conversation Messages: A Deep Dive into ConvMessageSendRequest Managing high-volume messaging in Salesforce requires ....
Lead capturing using Salesforce Agentforce
We can make use of custom Flow Action to create or capture Lead record when using Salesforce Agentforce Agent. To link the Lead to the Messaging Session, we can pass ....
Pass Messaging Session from Agentforce to Flow Action
Standard MessagingSession context variable can be used to pass Messaging Session from Agentforce to Flow Action. https://www.infallibletechie.com/2024/12/context-variables-in-salesforce-agentforce.html Flow Input Variable Configuration for Messaging Session: Agent Action Configuration for passing MessagingSession: ....
Invoke Record Triggered Flow in Salesforce Approval Process
Apex trigger will not be invoked as a result of initiating or completing an approval process. Help Article:https://help.salesforce.com/s/articleView?id=000383878&type=1 Similarly, it is not supported for record-triggered Salesforce Flows. Idea for this ....
Options to Chat with Real Agent or Salesforce Agentforce
In the Omni-Channel Flow, we can decide whether the Salesforce Messaging Session records should be routed to the human Agent or Agentforce Agent. In order to do the decision in ....
Transfer from Salesforce Agentforce to real Agents
We can transfer the Salesforce Agentforce Messaging Sessions to the real human agents to assist further if the Agentforce agent is unable to help on the customer requests. Please check ....
Salesforce Flow Scheduled Paths getting rescheduled
In Salesforce, the Flow Scheduled Paths will get rescheduled due to the following reasons: 1. Number of scheduled flows limit is exceeded. https://www.infallibletechie.com/2022/02/how-to-find-actively-scheduled-flows-in.html 2. The Scheduled Path execution failed due ....
Context Variables in Salesforce Agentforce
In this Blog Post, I have used Pre-Chat fields in the Messaging for In-App and web to capture First Name, Last Name and Email of the visitor. Using Omni-Channel Flow, ....
Invoke Salesforce Agentforce using REST API
To invoke Agentforce Agent without Messaging for Web REST API, please check the following: https://www.infallibletechie.com/2025/02/salesforce-agent-api.html Using Salesforce Messaging for In-App and Web REST API, we can invoke Salesforce Agentforce using ....