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Showing posts from September, 2024

Messaging channels and Messaging for In-App and Web - Salesforce

Messaging channels and Messaging for In-App and Web -  Salesforce 1. For    Service Cloud   We will get by default.  The below link will give an object diagram : https://developer.salesforce.com/docs/service/messaging-object-model/guide/messaging_object_model.html 2. Digital Engagement for Sales Cloud -   Messaging for In-App and Web ( for this feature ) https://resources.docs.salesforce.com/latest/latest/en-us/sfdc/pdf/sales_core.pdf   page 596 3.   Messaging Object Model https://developer.salesforce.com/docs/service/messaging-object-model/guide/messaging_object_model.html Channel-Object Linking

How to know flow - process builder - work flow - More details about flows In salesforce

The below soql give more details about the flow  select id,ApiName,Label, RecordTriggerType, TriggerOrder,  TriggerObjectOrEventLabel,ProcessType  from FlowDefinitionView 

Troubleshooting Steps When Quick Action Does Not Appear - Button - Link | Salesforce Platform

1. Senarion: Object is the case, work order -> is feed tracking enabled  -> then the buttons became tabs -> if you dont like this , Need to disable feed on that object . 2. Scenario:   Is Thant quick action added in the Salesforce Mobile and Lightning Experience Actions. 3. Scenario: Need to check whether the record type Assignment at least one selected or not. If you have multiple record types.

Raise a case with Managed package - If any error while getting errors

 Provide minimum details to support to get us from managed package company : In order to help us better serve you, please ensure we have the following pieces of information to help resolve your case. 1. Org id with login access to your environment (see bottom of email for instructions on granting login access) 2. Name of the setting you are having issues with / or description of problem 3. URL to a record where the issue exists 4. Expected correct result(if possible) 5. Steps to reproduce the issue(if possible) Giving access : GRANT LOGIN ACCESS Steps: If you are using the legacy setup user interface, please use the following steps: 1. Login to your application as a user with administrative privileges. 2. Click on your name in the top right-hand corner. 3. Click "Setup". 4. Under Personal Setup, expand "My Personal Information". 5. Click "Grant Login Access". 6. Provide access to CompanyName, by selecting an "Access Duration" value and clicking ...

Salesforce Release Updates Winter ’25 - steps - path

Salesforce Release Updates Winter ’25 - steps - path  Setup - > search   ->  Release Updates - > explore the update