Blur file preview Salesforce Messaging
To hide sensitive files to the agents, Blur file preview feature can be used. Open and edit the Lightning record page. In the standard Enhanced Conversation component configuration, enable "Blur ....
Tag: Salesforce Service Cloud
Display Salesforce Conversation Entries in Tabular Format
In this Blog Post, Conversation Entries retrieval is for enhanced messaging channels and not for the standard messaging channels. https://www.infallibletechie.com/2024/03/how-to-get-conversation-entries-for-salesforce-enhanced-channels.html To display Salesforce Conversation Entries in Tabular Format, we can ....
Salesforce Custom Conversation Summary with LLM Model Selection
Salesforce Models API can be used for LLM Model selection for conversation summary. https://www.infallibletechie.com/2025/03/salesforce-models-api.html In this Blog Post, I have used Custom Metadata Type to store the Model Name and ....
Salesforce Case Closed Template
"Notify contact on case close" should be enabled so that the email notification will be sent when the Case is closed. Steps: 1. Create an Email Template. Sample Email Template: ....
Redirect based on specific Salesforce Messaging for Web Message
onEmbeddedMessageSent event can be listened to check whether a specific message was sent. The event payload contains more useful information like the exact message, who sent the message(agent, user, etc), ....
Route WhatsApp to Salesforce Agentforce Agent
In order to route the WhatsApp Messages to the Salesforce Agentforce Agent, we have to make use of Omni-Channel Flow. In the Omni-Channel Flow, use Route Work Flow element and ....
Route SMS to Salesforce Agentforce Agent
In order to route the SMS Messages to the Salesforce Agentforce Agent, we have to make use of Omni-Channel Flow. In the Omni-Channel Flow, use Route Work Flow element and ....
Salesforce Agentforce Agent in Slack
Complete all the steps shared in https://slack.com/help/articles/36218109305875-Set-up-and-manage-Agentforce-in-Slack. 1. Create the Agentforce Service Agent in Salesforce. 2. Install the Slack platform connector to Salesforce Package. 3. Connect the Salesforce Org to ....
Unable to activate Salesforce Agentforce Agent
Exception: Something went wrong. Refresh and try again. Resolution: Please make sure the Einstein Agent User have "Agentforce Service Agent User" Permission Set assigned. Go to Salesforce Setup. Search for ....
Salesforce Einstein BOT for Enhanced WhatsApp
In order to route the Salesforce Enhanced WhatsApp channel messages to the Einstein BOT, we have to make use of Omni-Channel Flow. In the Omni-Channel Flow, use Route Work Flow ....