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Victor So (Salesforce) が「#ASA」で投稿

#Ask Salesforce Anything TODAY - Thursday 23rd Jan, 2pm Sydney Time (AEDT)

(8:30am IST, 11am SGT, 2pm AEDT, 4pm NZDT, 5pm HST, 7pm PDT, 8pm MDT, 9pm CDT, 10pm EDT.)

 

Welcome back to our returning #Legend Solution Engineer @Jodi Acton who will be joining us today on the call. Thank you as always Jodi!

 

Join the call here:

https://register.gotowebinar.com/rt/1404863991818729219

 

See you all online in a little while!

 

@* Sales Cloud - Getting Started * @* Release Readiness Trailblazers * @* Customer Success * @* APAC Success Central * 

@Rakesh Gupta @Stephen Stanley @Paul Foley @Kirsten Lobley 

Future sessions

19 件のコメント
  1. 2020年3月5日 2:28
    Hi @Kirsten Lobley<mailto:klobley@salesforce.com

    >, thank you for the reply. I will definitely use the new sessions. Which session would be appropriate if I had a non cloud specific session e.g. Automation?

    Thanks!

    Best regards,

    Rachana

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#Ask Salesforce Anything - Starts TODAY 2pm Sydney Time (AEDT)

(8:30am IST, 11am SGT, 2pm AEDT, 4pm NZDT, 5pm HST, 7pm PDT, 8pm MDT, 9pm CDT, 10pm EDT.)

 

Much thanks to @David Black for representing our Solution Engineering team today!

 

Join the call here:

https://attendee.gotowebinar.com/rt/1404863991818729219

 

As always, get your questions ready and post to this thread so we can get right on 'em.

 

@* Sales Cloud - Getting Started * @* Release Readiness Trailblazers * @* Customer Success * @* APAC Success Central * 

@Rakesh Gupta @Stephen Stanley @Paul Foley @Kirsten Lobley 

Future Sessions

9 件のコメント
  1. 2020年1月22日 22:03
    Hi @Victor So

    Hope you are well too! Thanks for getting back to me. You win some, you lose some :)

    I'll be in touch today again with a new set of questions :)

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#Ask Salesforce Anything - Whoop Whoop!!! And we are back! Happy New Year everyone. Hope we're all seeing clearly now in 2020 (I know, dad joke...) and ready for more off-the-cuff, ad-hoc, anything-goes webinars!

 

Today's session, as usual, will kick off 2pm Sydney time (AEDT). For those around the world:

(8:30am IST, 11am SGT, 2pm AEDT, 4pm NZDT, 5pm HST, 7pm PDT, 8pm MDT, 9pm CDT, 10pm EDT.)

 

Muchas Gracias to @Richard Failla for hopping on to support our first #ASA for the year.

 

Join today's session here:

https://attendee.gotowebinar.com/rt/1404863991818729219

 

 Catch you all in the TB Community very soon!

 

@* Sales Cloud - Getting Started * @* Release Readiness Trailblazers * @* Customer Success * 

@* APAC Success Central *

@Kirsten Lobley @Stephen Stanley @Rakesh Gupta @Paul Foley

Check out future sessions here

12 件のコメント
  1. 2020年1月9日 4:06
    @Fahmi Hussaini - If you're not using a connector and you're just doing an HTTP upload to S3, you may need to check if there are any errors coming up on the debug logs. Either way it sounds like your best option will be to get your developer or premier support to take a look, as there are a heap of thing that could affect connectivity between the two systems.
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With the holiday season approaching I'm trying to figure out the best criteria to input into the Case Auto-Response Rule if we want to customise the response to be sent only on certain dates.  ie. 25 Dec, 26 Dec and 1st Jan only.

 

Can someone please point me toward the correct fields to select for the criteria? Thank you.

12 件のコメント
  1. 2019年12月17日 3:51
    @Victor So Thank you so much for taking the time to troubleshoot this request and record your steps! This is quite a steep learning curve for me, as I'm not at all familiar with using formulas, so it make take some digesting on my part. Really appreciate your efforts. Merry Christmas, and thanks again!
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#Ask Salesforce Anything - going live in 1.5 hours. See you soon!

 

Got a question, request or comment that can help you get more out of Salesforce? Well this is the webinar for you! Post on this thread and we'll jump right on it!

 

Shout-outs to @Angus Withey for helping out on today's call!

 

When: 2pm Sydney time. Or around the world:

(8:30am IST, 11am SGT, 2pm AEDT, 4pm NZDT, 5pm HST, 7pm PDT, 8pm MDT, 9pm CDT, 10pm EDT.)

 

Join today's session here:

https://attendee.gotowebinar.com/rt/1404863991818729219

 

Catch ya'll online soon!

 

@* Sales Cloud - Getting Started * @* Release Readiness Trailblazers * @* Customer Success * 

@* APAC Success Central *

@Kirsten Lobley @Rakesh Gupta @Stephen Stanley @Paul Foley 

Register for future sessions here!

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Hi #Ask Salesforce Anything 

 

I need a layout page report Open by object and perfil user. Do you have any idea?

9 件のコメント
  1. 2019年12月4日 1:38
    Sure, thanks...
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#Ask Salesforce Anything - Will begin in about 1.5 hours...

 

Bring on your questions, requests, comments ANYTHING! so we can jump right on 'em!

Big-ups to @Lorenzo Logozzo and @David Burke for being part of the team today!

 

When: 2pm Sydney time. Or around the world:

(8:30am IST, 11am SGT, 2pm AEDT, 4pm NZDT, 5pm HST, 7pm PDT, 8pm MDT, 9pm CDT, 10pm EDT.)

 

Join today's session here:

https://attendee.gotowebinar.com/rt/1404863991818729219

 

See you all online very soon!

 

@* Sales Cloud - Getting Started * @* Release Readiness Trailblazers * @* Customer Success * 

@* APAC Success Central *

@Kirsten Lobley @Rakesh Gupta @Stephen Stanley @Paul Foley 

 

Register for future sessions

6 件のコメント
  1. 2019年12月3日 14:00

    Hi Victor SO,

    Please ignore my first email. It turns out we do have the Winter release.

    Please can you assist me in terms of how to do the work around?

    Running the scheduled flow every hour is fine for us.

    Kind regards,

    Sherelle Spence

    Demand Generation Manager

    Eigen Technologies

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Hi,

I am exploring CASE using salesforce lightning. I want a feature to be implemented for auto draft creation when i am opening any case details and trying to response the email. The draft should be automatically rendered to the email and retain all email thread.

 

To get this feature i have enabled 'Enable default email templates' in support setting and selected my new apex class to be executed to pick/choose the template and render in the email automatically. But template is not rendering.

 

So I need a guidance to achieve this implementation.

 

My apex class is as following:

 

global without sharing class SmartTemplateLoader implements Support.EmailTemplateSelector {

    // Empty constructor

    global SmartTemplateLoader() {    }

    // The main interface method

    global ID getDefaultEmailTemplateId(ID caseId) {

        // Select the case we're interested in, choosing any fields that are relevant to our decision

        Case c = [SELECT Subject, Description FROM Case WHERE Id=:caseId];

        System.debug('Case Subject is: ' + c.Subject);

        Smart_Template_Loader__c conf = null;

        List<Smart_Template_Loader__c> confs = null;

        if (c.Subject.contains('Password unlock')) {

            String subject = '\''+ c.Subject + '\'';            

            String query = 'SELECT Template_Name__c FROM Smart_Template_Loader__c WHERE Case_Subject__c ='  + subject;

            System.debug('query is: ' + query);            

            confs = Database.query(query);//[SELECT Template_Name__c FROM Smart_Template_Loader_Conf__c WHERE (Case_Subject__c ='Generic subject')];

            System.debug('confs is: ' + confs);

            if (!confs.isEmpty()) {

            conf = confs[0];

            System.debug('got template: ' + conf.Template_Name__c);

        }

        } else if (c.Subject.contains('Password reset')) {

            String subject = '\''+ c.Subject + '\'';            

            String query = 'SELECT Template_Name__c FROM Smart_Template_Loader__c WHERE Case_Subject__c ='  + subject;

            System.debug('query is: ' + query);            

            confs = Database.query(query);//[SELECT Template_Name__c FROM Smart_Template_Loader_Conf__c WHERE (Case_Subject__c ='Generic subject')];

            System.debug('confs is: ' + confs);

            if (!confs.isEmpty()) {

            conf = confs[0];

            System.debug('got template: ' + conf.Template_Name__c);

        }

        }        

        

        if (conf==null) {

            System.debug('no template!');

            return null;

        }

        

        // get the template ID

        List<EmailTemplate> ets = [SELECT id FROM EmailTemplate WHERE DeveloperName = :conf.Template_Name__c];

        //Return the ID of the template selected

        if (!ets.isEmpty()) {

            EmailTemplate et = ets[0];

            System.debug('Template is: ' + et);

            System.debug('template: ' + conf.Template_Name__c + ' -- id: ' + et.id);

            return et.id;

        }

        

        System.debug('No template with the name: ' + conf.Template_Name__c);

        

        return null;

    }

}

 

Please, help me in this regards.

 

Alok Ranjan

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#Ask Salesforce Anything We have just enabled Inbox with Einstein Activity Capture and the Events that are created in Outlook are not able to be edited.  I need help getting these to be editable and then how do I adjust the reporting to shows these Events created.  Thank you.

2 件のコメント
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