How to allow agents to decline requests in Salesforce Omni Channel
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
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 Omni Flow
We can easily check Pre Chat information using Omni-Flow to route the records based on the values entered by the visitors.
How to quickly setup Forecasting in Salesforce
Just by Toggling on Enable Forecast in Salesforce Setup, we can easily enable Forecasting in Salesforce and Forecasts the Opportunities.
Two Columns Layout for Contact Support Form in Salesforce Experience Cloud Site
If the business wants to use Two Columns Layout for Contact Support Form in Salesforce Experience Cloud Site, then updating quick action related to it is the solution.
How to avoid Password Lockout in Salesforce?
If multiple integrations uses single integration user account and the account gets locked due to incorrect username and password from one integration, then all integrations will fail during Password Lockout period.
Idle Connection Duration in Salesforce Chat Deployment
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
Temporarily Disable or Hide Chat in Salesforce Experience Cloud Site
If you want to hide the Chat feature temporarily, then disable "Display chat button".
Avoid opening records opened in previous session in Salesforce Console App
"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 Presence Configurations Salesforce
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 using report
For formula reference and additional information, please check this https://www.infallibletechie.com/2022/04/how-to-find-number-of-chats-completed.html.
Salesforce Recurring Tasks
Salesforce Recurring Tasks makes the users life easy if they want to setup repetitive tasks.
How to Troubleshoot Salesforce Service Cloud Voice Omni Channel Login Issue?
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/downlo
How to add screen pop in Salesforce Omni-Channel Flow?
Screen Pop in Salesforce Omni-Channel Flow helps to open additional records when the records are routed via Omni-Channel widget.
How to Setup Sneak Peek in Salesforce Chat
Sneak Peek feature in Salesforce Chat allows agents to view what the visitors are typing.
Show Full name instead of Nickname in Salesforce Experience Cloud Site
To avoid showing Nickname in the Experience Cloud Site, disable Show Nicknames in the Experience Cloud Site Administration.
Salesforce Simple Flow Orchestration
Salesforce Flow Orchestration makes complex business processes to complete step by step. No coding is required.
Route Cases using Status field using Omni Flow in Salesforce
Queue and a simple Omni-Flow can be used to Route Cases using Status field.
How to set Owner for records created by Guest User in Salesforce Experience Cloud
Guest User cannot own records any more in Salesforce Experience Cloud. We have to specifically mention who will be owner of the records created in Guest User Mode.
Related Lists missing in Salesforce Lightning
Related Lists will be displayed based on the Related Lists added in the page layout. But, in Lightning Experience, we can use Related List - Single component on the Lightning Record Page. So, other related lists will be missing.
Check failed Scheduled Flows Jobs in Salesforce
Troubleshooting or debugging failed Scheduled Jobs is crucial in Salesforce Development practices.
Pass Record Id to Flow in Salesforce
recordId variable should be created in Flow to Pass Record Id to Flow in Salesforce. The variable name is case sensitive.
Use different ringtone or sound for Incoming Chat Messages in Salesforce
https://www.infallibletechie.com/2022/02/how-to-setup-browser-notification-and.html
Skills Based Routing Chats in Salesforce
Skills-Based Routing configuration for Salesforce Incoming Chats
Queue Based Routing Chats in Salesforce
Queue-Based Routing configuration for Salesforce Incoming Chats