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, ....
Tag: Salesforce 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 ....
Pass data to Einstein BOT in Salesforce Messaging for In-App and Web
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. ....
Pass URL parameters to Salesforce Screen Flow in Experience Cloud Site
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. Please check ....
Custom Notification using Salesforce Flow
Using Salesforce Flow, we can send Custom Notifications. Please check the following for steps for your reference. 1. Create a Custom Notification. In this example, I have created one for ....
Open Account record when Case is routed via Salesforce Omni-Channel Flow
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 ....
Salesforce Flow Transform Element Apex-Defined
Salesforce Flow Transform Element with Apex-Defined stores the mapped data from the source data in Apex-Defined format. In the Apex Class, use @AuraEnabled annotation for the variables declaration so that ....
Send Enhanced SMS notification using Salesforce Flow
To send SMS notification in Salesforce Flow for Enhanced Channel, please use "Send Conversation Messages" element. 1. Create a Messaging Component of type Notification. In the Standard Channel, we used ....
Invoke Salesforce Omni-Channel Flow from Einstein BOT for Messaging for In-App and Web
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 ....
How to attach articles attached to the Chat Transcript to Case in Salesforce?
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 ....