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#Service Cloud121 debatiendo

Hi 

I am trying to create the Case Hierarchy coupling that we have in the Case object. 

Creating an Ultimate Case Hierarchy

There are 8 cases related to the Original Case 

  

The Parent Case number doesn't display all the Related Case 

 

I create a formula field - Case Hierarchy  

 

BLANKVALUE(Parent.Parent.Parent.Parent.Parent.CaseNumber,  

BLANKVALUE(Parent.Parent.Parent.Parent.CaseNumber,  

BLANKVALUE(Parent.Parent.Parent.CaseNumber,  

BLANKVALUE(Parent.Parent.CaseNumber,  

BLANKVALUE(Parent.CaseNumber,  

CaseNumber))))) 

 

but this does not capture all related cases

related Cases.jpg

 

I can't figure out a way to capture on the linkage - any advise who be appreciated 

 

@* Service Cloud * @* Sales Cloud - Best Practices *

 

 

#Service Cloud

2 respuestas
  1. Ayer, 12:55

    The standard Salesforce Case Hierarchy only displays records based on the Parent Case relationship. From your screenshot, the cases are linked in a chain rather than all pointing to the original case, so Salesforce is behaving as expected.

    If the requirement is to show all 8 cases directly under the original case, each record must have the same Parent Case value. If the chained relationship must be preserved, you'll need a custom solution such as an Ultimate Parent Case field populated via Flow or Apex, since formula fields cannot recursively build a complete hierarchy.

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We just enabled enhanced notes in our org and some profiles can't upload images (System Admin can). Wondering if there is specific permission I need to give the profiles in order for them to upload images/files.

 

The images are well in the dimensions and size Salesforce allows stated in the docs

 

Thanks in advance.

#Trailhead #Sales Cloud #Salesforce #Trailhead Community #Service Cloud

 

Users can't upload images in Enhanced Notes

 

image.png

1 respuesta
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I'm trying to understand why case email threading is not appearing on the related Person Account activity timeline.

When I send an email from a Case, the EmailMessage is correctly related to both the Case and the Account, and it appears on the Case record as expected. However, the outbound email does not show up in the Person Account's activity timeline.

Inbound replies do appear on the Person Account timeline, so it seems like there may be a difference in how Salesforce is relating inbound versus outbound emails.

Is there a setting, configuration, or relationship requirement that controls whether outbound Case emails are displayed on a Person Account's activity timeline? Specifically, is there additional configuration needed to ensure outbound Case emails are associated with the underlying Person Contact/Person Account and not just the Case?   

 

@* Sales Cloud - Getting Started * @* Service Cloud * @* Sales Cloud - Best Practices * 

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Morning 

Our company has contacts within an Account who share the same email address. 

We have web forms integrated with SF and we are finding that a Contact is submitting a form and his name name and email address are submitted as part of the form. However, the Case is assigned to another colleague who shares that generic email address. 

 

I thought that Contact names were only populated on a 1-2-1 match and it more than 1 contact shared the same email address then the contact name field would be blank and the user would update the field when taking ownership of the case 

 

#Salesforce Admin  #Salesforce  #Service Cloud

1 respuesta
  1. Ayer, 12:19

    Hi, I am unable to understand the question. Can you mention what is the ask or review your question description? Thanks

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Track Service Rep First Response Time Automatically  A feature in Summer '26 is the above new metric which was designed to "Eliminate complex workarounds, uphold customer satisfaction KPIs, and ensure SLA compliance with a new metric that captures the exact moment a service rep sends their first reply in a messaging session. Service Rep First Response Time is now a value on the MessagingSessionMetricType field of the MessagingSessionMetrics object. Previously, identifying the actual moment a rep sent their first message required complex LWC development or API callouts to the ConversationEntry object."      However, testing of this appears to show the figure measures the time from the Messaging Session being created, to the moment a human agent first replies - so this includes the customer's initial interactions with the bot, customer inactivity time, time sat in the queue etc.  Should it not be the time difference between the first message minus the time it was assigned to the agent, to measure the individual Service Rep's service, similar to the other metrics?   Alternatively would a better design not have been to simply capture the date/time of the first human message and then we could have used formula fields to calculate the two metrics using the existing created, assigned and accepted date/time fields in Omni (1. total wait time to speak to a human & 2. how long the human took to send a message after accepting the MS).      In short, is there an easy way to derive how long a human took to send a message after accepting a MS, as this is what we were hoping "Service Rep First Response Time" metric would show us but it doesn't.    @* Service Cloud * 

3 respuestas
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Has anyone else noticed a sudden change in how Salesforce handles inbound .eml attachments via Email-to-Case recently?

The Setup: We have government customers who, for security compliance, regularly send case details, reproduction steps, and screenshots packaged inside .eml file attachments.

The Issue:

  • Previously: Salesforce successfully ingested the file wrapper and stored it as a clean .eml file under the Files/Attachments related list. Agents could download it, and it would open seamlessly in Microsoft Outlook with all formatting intact.
  • Now: Salesforce appears to be actively stripping or parsing the .eml extension upon ingestion. The file is being split into separate, unformatted .txt and .html files (or the extension is stripped entirely upon download), forcing agents to manually re-append .eml to the filename just to read it.

Troubleshooting Done: We checked File Type Security settings (/lightning/setup/FileTypeSetting/home), but .eml isn't a standard option available to modify download behavior. I also pulled up a historical case from right before the platform behavior changed, and verified that the exact same

type of inbound email previously imported perfectly as a single .eml file. 

 

This feels like a recent backend regression or a quiet change to the platform's file-scanning/MIME-type engine. Related to Summer 26 release. (Maybe this: https://help.salesforce.com/s/articleView?id=release-notes.rn_experiences_files_malware_scanning.htm&release=262&type=5

) ? 

 

I’ve reopened a case with Salesforce Support. Is anyone else seeing this behavior in their orgs, or has anyone found a workaround that doesn't involve forcing agents to manually rename extensions all day? 

 

Appreciate any insights!

1 respuesta
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We created a new email-to-case configuration and new organization-wide email address in a sandbox. The configuration was done by our Release Management user (which doesn't have the System Administrator profile).    End users received their respective verification emails but were unable to complete the verification process. They clicked on the link in the email which opened up a browser window with the Verify Email Address button. After clicking on the Verify Email Address button, the browser screen appeared to be refreshing or reloading for several minutes and never displayed a confirmation message. We confirmed the verifications were still pending in setup.    We worked with multiple users and retriggered the verifications multiple times (ensuring that links in the email were only clicked on once) but the only way we could get a successful verification was if the person retriggering the verification and clicking on the link in the email had the System Administrator profile.    I submitted a Salesforce Support case to inquire if there was a process change. The resolution indicated that there might be an issue with a Summer '26 patch and timing of user verification of email addresses on their own user record in our sandboxes. We did some light experimentation in other sandboxes but still couldn't get the verifications completed without a System Administrator. Given the resolution we had been provided, it seemed that we shouldn't encounter the issue in production so we moved forward and created the email-to-case and organization-wide email address in production.    Unfortunately, we had the same issue in production so someone with the System Administrator profile both retriggered the verification emails and clicked on the verification link in those emails.   

Has anyone else encountered this behavior?    TL;DR, someone with the System Administrator profile had to trigger the verification email AND click on the verification link in that email in order to successfully verify new email-to-case and organization-wide email addresses.

 

4 respuestas
  1. 13 jun, 5:59

     Thanks for sharing this experience. We have observed similar behavior in sandbox environments where email address verification appears to remain pending unless the process is completed by a user with System Administrator permissions. Given the information from Salesforce Support, this may be related to a platform issue rather than a configuration problem. It would be helpful to know if others have seen the same behavior in Summer '26 sandboxes or if it has been resolved in production environments. 

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I just did the migration for knowledge to Lightning in our sandbox. How do users handle Article Management in Lightning Knowledge? Specifically archiving. Salesforce's documentation is pretty bad for this, or I'm bad at searching for it. The Article Management tab doesn't seem to exist in lightning. I also can't see the archive button in Lightning, even though the button is on the page layouts. Additionally, when looking at the Article Management tab in classic mode, I can see the archive button but when I click it on an article I get "The article was not archived because of insufficient privileges or a conflict." I'm the only one touching knowledge in our sandbox so there shouldn't be a conflict; I have modify all on Knowledge and Manage Articles permissions so I don't know what privileges would be missing. This is supremely frustrating, any advice would be greatly appreciated!

4 respuestas
  1. 21 oct 2022, 12:02

    Hi @Adam Ronhovde, To show the archive button on lightning you have to edit the page layout to include the button. To enable those buttons you have to edit the Knowledge LSF Permission Set - App Permissions on Service Setup. 

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I noticed that the activity timeline in my case object only shows outbound emails, and inbound emails are missing. Could someone please advise how to display inbound emails too? 

2 respuestas
  1. 16 jun, 4:23

    misma duda, como se puede recibir el correo que me res´ponde el cliente en noticias en tiempo real ????

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Hi everyone,

I’m working with Omni-Channel + Messaging (Enhanced Messaging) in Salesforce.

Currently, when no agents are available, the chat request stays waiting in the queue indefinitely. I want to limit this waiting time.

Requirement:  If no agent comes online within 5 minutes, I want the customer to automatically receive a message like “No agents are available right now. Please contact us later.”  After this, the chat should end or be removed from the queue.

Question:  Is there any built-in feature, setting, or recommended approach to implement a timeout for queued chat requests in Enhanced Messaging?  If not, what workaround or best practice is suggested?

Thanks in advance!   

4 respuestas
  1. 16 nov 2025, 16:33

    Hi Yashi,

    In omni channel flow you can calculate thr wait time . Then what you'll do is if the wait time is greater than 5 mins you can give a custom message and that'll be sent to agent.

    I did something similar. If agent is unavailable send a message. It worked.

    Flow element name - Check Agent Availablity.

    Thanks

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