Einstein Prediction Builder is a tool that allows you to create custom AI models directly within Salesforce, enabling you to predict outcomes based on your Salesforce data. This feature is part of Salesforce Einstein, an integrated set of AI technologies that makes the Salesforce Customer Success Platform smarter. Here’s how Einstein Prediction Builder works andContinue reading “Einstein Prediction Builder”
Category Archives: Configuration
Working with Salesforce Email Approval Response
Email approval response allows users to approve or reject approval requests by simply replying to the Approval request email received after the record is submitted for approval. Salesforce Email approval response allows users to approve or reject approval requests by simply replying to the Approval request email received after the record is submitted for approval.Continue reading “Working with Salesforce Email Approval Response”
Files are uploaded as Salesforce Files and not as Attachments
Enabling the ‘Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments’ feature will add any newly uploaded documents from the Notes and Attachments related list in Classic as Salesforce Files. In Salesforce Classic In Lightning Experience Reference: https://help.salesforce.com/s/articleView?id=000380667&type=1
Mass Insert Custom Metadata Type Records
Evaluate Current User for Flow – 15 – 18 digit User ID
Sometimes, you want to compare record’s owner with current owner in flow to proceed but {!User.Id} returns 15 digit id but record Owner field is returns an 18 digit id. So comparing becomes difficult here. So, you will have to use casesafeId as shown below- Check below snapshot to know why you need to useContinue reading “Evaluate Current User for Flow – 15 – 18 digit User ID”
Most Used Git commands using Bitbucket
Most Used Git Commands- Setting User Name Setting Email Setting Code Editor To see global git configuration Creates a brand new Git repository. Adding a remote repository To check all the branches To check what branch we are currently on To check status of current working branch To stage specific file To stage all files Commit withContinue reading “Most Used Git commands using Bitbucket”
Salesforce Chat Agent (Advanced)
This blog assumes you have basic understanding of chat agent configurations. So once you have created ‘Embedded Service Deployments’, you have to ‘Chat Code Snippet share it to the customer portal. Now there is below requirement- For Available Chat Agents- New Contact should not be created. Contact should be searched based on combination of firstContinue reading “Salesforce Chat Agent (Advanced)”