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How are others handling Video Calls that fail to related to an Account due to prospects joining from their car or a conference room full of people? We have more records unassigned than assigned and getting the Sales Users to related records back to the proper accounts after the fact is proving to be difficult. I thought creating a flow that reviews names that DID log as joined against Contact and Lead records, as well as Video Call subject line would be helpful to at least populate another 10-20% of those blanks. However upon reading more documentation, it looks like SF doesn't support additional flows to match unless we turn off org wide matching.
How have others addressed this issue, or is it truly an Enablement/Sales issue? Perhaps an addon tool like
Otter.ai- or will that also conflict with existing matching?
#Flow #Agentforce #Salesforce Developer #Data Management
Hey Misty,
Your read is accurate: per Salesforce's own docs, Related Record Matching is an org-wide, all-or-nothing setting, when it's on, ECI runs its own algorithm (participant email/domain matching against Contact, Lead, Account) and populates the Related Record field automatically. If you want to run your own Flow-based matching logic instead (your name-against-Contact/Lead + subject line idea), you have to turn Related Record Matching OFF entirely, then a Flow becomes the only thing setting that field. You can't layer a supplemental Flow on top of the native matching to "catch the extra 10-20%", it's one or the other, not additive.
Given that, your options really are:
1. Turn off native matching, build your own Flow to replicate ECI's built-in logic PLUS your extra fallback rules (name-against-Contact/Lead, subject line parsing). This means you inherit responsibility for the baseline matching ECI already does well, not just the edge cases, that's a bigger lift than it initially sounds.
2. Keep native matching on, and instead build a separate Flow/batch job that runs afterward on unmatched records only, checking if Related Record is null, then applying your own supplemental logic to update it. This avoids fighting the native system since you're only touching records ECI already gave up on, not replacing its matching entirely.
3. Turn on Einstein Activity Capture integration alongside ECI, per Salesforce's own guidance, this specifically enhances guest participant matching quality, which sounds directly relevant to your "joining from a car/conference room" problem, worth testing before building custom logic at all.
On
Otter.aior similar tools: since ECI's matching is a Salesforce-side process, not tied to which video/transcription vendor recorded the call, a third-party transcription add-on wouldn't conflict with ECI's matching logic, but it also wouldn't replace or feed into it automatically. It solves a different problem (better transcript quality) than record-matching itself.
Given the scale you're describing, option 2 (supplement only nulls, don't disable native matching) is usually the least disruptive path, worth prototyping that before considering a full matching rebuild.
Reference:
https://help.salesforce.com/s/articleView?language=en_US&id=sales.call_coaching.htm&type=5Hello,
We recently turned on field history tracking for Tasks and we're trying to use the captured data. To do so, I'm querying the related big object, ActivityFieldHistory. However, I'm not able for the life of me to figure out which fields in the table make up the composite key and in which order. I keep getting the error "filters may not have any gaps within the composite key". But there isn't any Salesforce documentation on what fields compose the composite key on this object! Any help is appreciated!
For reference, I'm trying to query based on the ChangedDate field.
Hello all, same issue here. Have you managed to find a soliution / workaround?
Hi everyone,
I'm trying to link a registered namespace to a Salesforce Dev Hub, but the Link Namespace OAuth flow consistently fails.
I have two Salesforce Developer Edition orgs:
Dev Hub org
Namespace org
The namespace is registered in the second Developer Edition org.
From the Dev Hub, I go to:
Setup → Namespace Registries → Link Namespace
Salesforce opens the OAuth login popup, but instead of displaying the login/authorization screen, the popup immediately returns:
error=invalid_request&error_description=missing%20required%20code%20challenge
Troubleshooting already performed
I have tried the following:
@salesforce/cli/2.149.9 win32-x64 node-v24.19.0
I also successfully authenticated both orgs through the CLI:
sf org login web --alias CharityFrontDevHub
sf org login web --alias CharityFrontNamespace
Both appear as Connected with sf org list.
The problem therefore appears to occur specifically when Salesforce's Namespace Registry → Link Namespace flow initiates its OAuth authorization.
Additional observation
The SalesforceDX Namespace Registry Connected App appears to be Salesforce-created/managed rather than an application I created for my project.
I also found references to other users experiencing a similar missing required code challenge error during the namespace linking process.
Has anyone encountered this recently with Developer Edition / Dev Hub orgs?
Is there a known Salesforce-side issue with the Namespace Registry OAuth flow, or is there another configuration that needs to be changed to provide the required PKCE code_challenge?
I'm using this for a package namespace, so I need to get the namespace linked to the Dev Hub before I can proceed with packaging.
Any guidance would be greatly appreciated.
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Has anyone completed the trailhead module of WhatsApp for Agentforce Service?
#Salesforce Developer
Challenge not yet complete in Agentforce Lead Nurturing is not enabled in your org. Make sure you turn it on in the Agentforce for Sales section of Setup. #Trailhead Challenges #Trailhead #Agentforce #Salesforce Developer #Salesforce Admin
Please follow beloe steps in article - https://help.salesforce.com/s/articleView?id=sales.sales_agent_sdr_setup_enable_sdr.htm&type=5
Also agentforce lead nurturing is renamed as Agentforce engagement
Good afternoon everyone, how are you doing?
I'd like some help with a Marketing Cloud Next configuration issue. When we started the initial setup process, we encountered the following error under Basic Settings.
We can't move forward to the rest of the configurations because it says we haven't enabled Marketing Cloud, but as you can see, everything is already enabled. It's been over an hour since we did this and still nothing. Does anyone know what might be causing this?
One quick note: we initially enabled Data Cloud and then moved on to the Basic Settings to continue the process, and that's where we hit this roadblock.
Thanks!
#Trailhead #Salesforce Developer #Salesforce Admin #TrailblazerCommunity #Marketing Cloud #Data Cloud #Data360
Try disabling data cloud and then compete the MC settings first and then data cloud. If that doesn't work then create a new org.
I have been working on automating SMS delivery using the Digital Engagement Channel. Both the Channel and the Messaging Component are defined and active. I am using the "Send Conversation Message" action in a Flow to send the SMS.
The Flow executes successfully, and the ConvMessageSendReq returns a success report. I checked the Conversation and MessagingSession records, and they are populating correctly. I also verified that the running user has the required Messaging User license. Furthermore, I checked for a MessageDeliveryError, and no errors are being logged.
Despite all of this, the message is not being sent to the MessagingEndUser. The MessagingEndUser phone number is properly formatted in E.164 format with the country code.
No ConversationEntry Record is being created.
Where am I going wrong? Did I miss a configuration step, or is there something else I need to check?
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