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Hello,

We are looking at still based routing for Voice to hopefully give the agents the ability to move agents between types of calls on the fly in omni channel. Is anyone successfully doing this? Or knows a better way to be more flexible? Currently using routing profiles with mapped queues in Amazon and admins have to update users routing profiles to move queues/take different types of calls.

Thanks

Andy #

#Service Cloud
1 answer
  1. Today, 1:56 AM

    Hi Andy, 

     Amazon Connect doesn't support native skill-based routing; instead, you can simulate it by using queues and contact attributes. In the contact flow, assign a SkillType or similar attribute based on IVR input or CRM data, and route calls to specific queues mapped to those "skills." Since agents can only belong to one routing profile at a time, you can use the UpdateUserRoutingProfile API to dynamically change an agent’s routing profile from a custom UI in Salesforce, allowing supervisors to move agents between call types in real time without logging into Amazon Connect. This provides a flexible, skill-like routing mechanism integrated with Salesforce Service Cloud Voice. 

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2 answers
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    May 19, 8:22 PM

    Hello @Solanlly De Leon Reyes maybe that is a language issue if you have double checked it. So please make sure that both your playground (avatar > settings > language) and your trailhead unit page (scroll down to the very bottom in order to find the language drop down) are in english. Eric

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Hi 

I have a checkbox formula field that becomes true when a certain date field value is equal to today's date. 

I also have a schedule flow that runs everyday against the object that contains the formula field. 

From my understanding, formula field are calculated at runtime when the user open the record. 

However, is it possible to use this formula in a Get Record element of the above flow as a condition in order to get the records based on the formula field value? 

 

Thank you in advance, 

Bests 

 

#Flow

1 answer
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Hello, 

  • we started working with MIAW and want to implement SLA tracking - what is the best solution? (as I understand we can not use entitlement functionality - because it is only for the cases? if not -how can I use it for messaging sessions)
  • we want to prioritise messages in the omnichannel based on related (if we have it) account tier (field on account) - how can we achieve this?  

     

any help would be highly appreciated <3  

 

 

#Service Cloud  #Messaging Session  #Entitlement Management  #Omni Channel  #Embedded Service

1 answer
  1. Today, 1:49 AM

    Hi Lauryna, 

    1.Since Salesforce Entitlements are only supported for

    Cases, SLA tracking for Messaging Sessions (used in Messaging In-App and Web - MIAW) requires a custom solution. This involves creating custom fields to store SLA deadlines and breach indicators on the Messaging Session object. You can then use Flows or Apex

    to calculate and populate these fields when a session is created and to evaluate them over time. Scheduled automation can help track breaches, trigger alerts, and support reporting. This approach allows full flexibility while maintaining SLA visibility for messaging interactions.  

     

    2.  In the Omni-Channel Flow, you can retrieve the related Contact or Account record. From there, fetch the Account Tier field and use a Decision element to route the work item based on the customer's tier. 

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I'd like to add a confidentiality disclaimer to the body of all auto-generated emails that are sent out when someone subscribes to a Salesforce report.  Is it possible to modify or customize this?  If so, could I get instructions on how to do so? 

Thank you for the help! 

 

#Reports & Dashboards

1 answer
  1. Today, 1:45 AM

    Salesforce does not allow customization of the body text or layout of the auto-generated emails that are sent via report subscriptions. You could probably use report descriptions to add a context or maybe look on AppExchange for an alternative solution. 

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I am displaying a collection of records in a data table. When a user selects a record, the details of that record are displayed using a screen action component. The user can then check a box labeled "Add Comments", which reveals a text input where they can enter comments related to the selected record.

After entering their comments, the user clicks an "Action Button" labeled "Save Comments", which triggers an autolaunched flow to save the comments to the selected record.

My current challenge is this: After saving comments and returning to the data table to select a different record, the previously entered comments are still displayed on the screen. I would like to:

  1. Refresh or update the entire record collection displayed in the data table to reflect any new changes (i.e., newly saved comments).
  2. Clear all previously entered values (especially the comments field) from the screen flow when a new record is selected.
  3. Ensure that if the user selects the same record again later, all previously saved comments (including the newly added ones) are correctly displayed.

How can I achieve this functionality in the flow to ensure a clean user experience when switching between records? @Adam White @Eric Smith

1 answer
  1. Today, 1:35 AM

     You can create a flow that begins with a screen that displays a data table, allowing the user to select a record. Once a record is selected, an assignment element sets the SelectedRecord variable and clears or loads the varCommentInput variable depending on whether the selected record has existing comments. Next you create a screen that presents the details of the selected record along with a text input field for comments. When the user clicks the "Save Comments" action button, an autolaunched subflow is triggered. This subflow retrieves the record by its Id, updates the comments field, and optionally retrieves the updated record again. Back in the main flow, a Get Records element can be used to refresh the entire record collection, and an assignment updates the collection variable with the latest data. Finally, the flow loops back to the initial screen to allow the user to select another record. 

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Hi everyone! 

I'm trying to write a SQL query in Salesforce Marketing Cloud to identify invalid email addresses in a Data Extension. 

Does anyone have a sample query or best practices to detect invalid or malformed emails (e.g., missing domain, wrong format, etc.)? 

 

Thanks in advance!

1 answer
  1. Lukas Lunow (CloudWise) Forum Ambassador
    May 19, 9:22 PM
    You could generate batch requests to the ValidateEmail REST endpoint in SFMC: https://developer.salesforce.com/docs/marketing/marketing-cloud/references/mc_rest_address?meta=validateEmail - it will do most comprehensive validation for both syntax, MX (is the domain even able to receive emails) and ListDetective: https://help.salesforce.com/s/articleView?id=000383212&language=en_US&type=1

    However addresses which will fail this validation would also be suppressed at send time (and you would be able to identify them through not-sent tracking extract). So “cleaning” your list beforehand is not really required.

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 I’ve been trying to get in touch with a Salesforce representative to help me determine which package would be the best fit for one of my clients. 

 I need some very basic information, as well as a step-by-step guide on how to purchase the licenses or packages. 

 I already submitted a form on the Salesforce pricing page, but I haven’t received any reply, and the phone numbers listed don’t seem to be working. 

1 answer
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3 answers
  1. Today, 1:19 AM

    More specifically, usage is loaded against usage summaries, which are related to order lines. The consumption schedule(s) mentioned only definee the UOM(s) and rate(s) at which the usage will be billed. 

     

     You can invoice this usage using Salesforce Billing if you have it, or another tool, if you build that customization.

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Hello, I need help. I'm trying to create a flow to save the PDF information in notes & attachments from the quote to the opportunity, but I'm facing some difficulties. Here is the screenshot of the flow I created. This quote I used in the debug has 2 files in notes and attachments, but the flow is not finding them. I appreciate any help in advance.  

How to Transfer SBQQ_Quote Files to Opportunity in Salesforce CPQ

 

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#Salesforce CPQ & Billing

2 answers
  1. Josh Priem (Sojern) Forum Ambassador
    Today, 1:18 AM

    Hello @Nayara Sá

     

    Are you saying when a rep generates and saves an output document you want that saved to the opportunity, or you want to display what's saved on the quote to the opp? 

     

    Thanks!

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