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Hi everyone,
I’d like to understand whether Zoom Phone, RingCentral, and Agentforce (including Prompt Builder) can be integrated with or used within Salesforce Experience Cloud.
Specifically, I’m looking for information on the following:
- Zoom Phone: Can Zoom Phone be integrated with Experience Cloud for making and receiving calls? Are features such as click-to-call, call logging, and CTI supported for community users?
- RingCentral: Does RingCentral support integration with Experience Cloud? If so, what calling and telephony features are available to external or community users?
- Agentforce and Prompt Builder: Can Agentforce agents be deployed within an Experience Cloud site? Can prompts created using Prompt Builder be used by community users, and what are the available options and limitations?
- Licensing requirements: What Salesforce licenses, Experience Cloud licenses, Agentforce licenses, or third-party subscriptions are required to enable these features?
- Configuration and limitations: Are there any additional setup requirements, supported integration approaches, permissions, or known limitations to consider?
If anyone has implemented these solutions, I’d appreciate details about the recommended approach, licensing costs or requirements, and any practical experience or documentation you can share.
Thanks in advance!
#Salesforce Developer #Salesforce Admin #Agentforce #Salesforce #TrailblazerCommunity #Sales Cloud #Experience Cloud #Digital Experience #Lightning Experience
10月30日 1:31 Hi @Ali Azam
Here’s what I’d go with based on what I’ve seen or read so far:
Zoom Phone and RingCentral: both connectors are built on Open CTI, which is designed for internal users in Lightning apps (the softphone in the utility bar). As far as I know, Experience Cloud sites don’t support the Open CTI softphone. So for community users you’re usually looking at:
- Simple tel: click-to-call links.
- The vendor’s web or embed SDK wrapped in an LWC, with call logging done through Apex or the vendor’s API. Either way, confirm with Zoom and RingCentral, since their packages are licensed for internal users.
Agentforce: yes, a service agent can be deployed to an Experience Cloud site through Messaging for In-App and Web (Embedded Service). This is the cleanest supported path.
Prompt Builder: I wouldn’t expose it to external users directly. Invoke the prompt template from Flow or Apex behind an LWC or an agent action, and control what data goes into the prompt. Watch sharing, FLS and PII for external users.
Licensing: you’ll need Experience Cloud licenses (Customer or Partner Community), Agentforce consumption (Flex Credits or per-conversation pricing), Data Cloud provisioned for Agentforce, and separate Zoom or RingCentral subscriptions. I suggest connecting with your AE to confirm current pricing, as it changes often.
What options are available that meet the MFA requirement for an experience site?
The passkey experience seems overwhelming for use. What else satisfies this requirement without enabling the
Identity Verification Credits add-on license?
#Experience Cloud #MFA #MFA - Getting Started
10月15日 14:14 You mention internal experience stie, is the same applied to an external experience site? @Sandip Patel
Does anyone have advice or know if there is a need for Salesforce add-ons for CDN or caching to support higher traffic volumes in a member portal with 1.5M members? This customer uses Teamsite and Livesite for Content Management System today.
10月10日 11:52 @Patricia Cameron you don't need a separate CDN product for the Experience Cloud site. Salesforce CDN is already a setting on the site. Turn that on for the public pages and the static files.
It will not carry 1.5 million logged-in members. Authenticated pages are built for that user, so the CDN mostly serves guests, images, and files. The org still renders the member session.
Headcount on the member list is not the load. Concurrent sessions and page views are. I would not turn 1.5 million names into a license guess.
TeamSite and LiveSite stay outside that CDN. If the content is still served from there, cache it on that side. Salesforce CDN only fronts the Experience Cloud domain.
If most of the portal is login-only, the win is fewer queries per page, not another cache SKU. I don't know of an add-on that changes how authenticated pages are cached. A new build can use LWR, which handles the public pages better than Aura, but it does not cache a logged-in member page as if it were static.
Basically I need to build a Bulk email functionality. Need to send a single message to multiple emails through AWS ses. But completely clueless from where to begin and how to achieve this.
Is there anyone who has done it or know a little about it. do help me out.
Any help would be appreciated.
Progress so far:-
I've found this documentation. I thik this is something i need to follow.
https://docs.aws.amazon.com/ses/latest/APIReference-V2/API_SendBulkEmail.html
And most probably I need to write batch apex so how can I handle it through batch that also I would like to know from the community. Thanks.
#AWS #Apex #Experience Cloud #Salesforce Developer #Lightning Aura Components
10月7日 11:58 Hi @Kushagra Rajput,
Your direction is right. Here is a simple way to build it.
1. Set up AWS SES first
- Verify your sender email or domain in SES.
- If your SES account is in sandbox mode, you can only send to verified emails, so request production access.
- Create an email template in SES. SendBulkEmail needs a template, even for a simple message.
2. Authentication from Salesforce
Use a
Named Credential with an External Credential of type AWS Signature Version 4. It signs the request for you, so you do not need to write the signing code in Apex.3. The API call
Send a POST request to /v2/email/outbound-bulk-emails (SES v2). One call accepts
up to 50 destinations, so split your email list into groups of 50.4. Use Batch Apex
- Implement Database.Batchable<SObject> and Database.AllowsCallouts. Without AllowsCallouts, the callout fails.
- Run it with a scope of 50, so each execute makes one SES call.
apex
public class BulkEmailBatch implements Database.Batchable<SObject>, Database.AllowsCallouts {
public Database.QueryLocator start(Database.BatchableContext bc) {
return Database.getQueryLocator('SELECT Email FROM Contact WHERE Email != null');
}
public void execute(Database.BatchableContext bc, List<Contact> scope) {
List<Object> entries = new List<Object>();
for (Contact c : scope) {
entries.add(new Map<String, Object>{
'Destination' => new Map<String, Object>{ 'ToAddresses' => new List<String>{ c.Email } }
});
}
Map<String, Object> body = new Map<String, Object>{
'FromEmailAddress' => 'sender@yourdomain.com',
'DefaultContent' => new Map<String, Object>{
'Template' => new Map<String, Object>{ 'TemplateName' => 'YourTemplate', 'TemplateData' => '{}' }
},
'BulkEmailEntries' => entries
};
HttpRequest req = new HttpRequest();
req.setEndpoint('callout:AWS_SES/v2/email/outbound-bulk-emails');
req.setMethod('POST');
req.setHeader('Content-Type', 'application/json');
req.setBody(JSON.serialize(body));
HttpResponse res = new Http().send(req);
// check res.getStatusCode() and log failures
}
public void finish(Database.BatchableContext bc) {}
}
Run it with Database.executeBatch(new BulkEmailBatch(), 50);
5. Things to remember
- Check the response for each entry (the API returns a status per email), and log failures.
- Respect your SES sending rate limit.
- Handle bounces and unsubscribes (SES configuration sets with SNS can help).
Hope this helps. Share where you get stuck and I can help further.
We have uploaded one excel file in my sandbox and want it to be downloadable by community users. We are using Customer Community license and have a custom profile for our community. I have a LWC on one of my community pages and I am trying to query the Id of the ContentDocument record for that file. The file is located in Asset folder. Below is the link that I am generating in my JS based on the Content Document Id.
this.templateFileURL = `/sfc/servlet.shepherd/document/download/${idOfDocument}`;I am using the url generated above in the 'href' attribute of 'a' tag in html. Whenever I am trying to download the file by logging in as a community user, I get the below message.
top.location='https://my-org-instance.sandbox.my.site.com/ex/errorduringprocessing.jsp'
I am not able to figure out what this error means and the strange thing is while querying for the ContentDocument in my apex, if I am using Title of the document in my WHERE clause then no document is found and if I query based on Id of the document then I can see the document being found but I end up getting the above error in community. This is very confusing because if the file is not accessible to community user because of any missing permissions, then it should not be found even when using Id in my query?
Also, I am not able to share the file with the community user in Share option on the file as the list doesn't show community user when I search for it. I have checked for all the permissions that I could find and I am not able to figure out the issue here. Can someone please tell if they know the work-around here & what is the exact way to query for content document also as I can not query it based on Id? Any help is much appreciated.
Tom Bassett (Vera Solutions) Forum Ambassador
2022年12月19日 18:08 Hello,
I would suggest storing this as a static resource which would make accessing the file easier when accessing via a Experience Cloud Site
sendResetEmail({ username: this.username.trim() })
.then(() => {
this.isLoading = false;
this.submitted = true;
this.successMessage = 'If an account exists for that username, a reset link has been sent to the associated email.';
this[NavigationMixin.Navigate]({
type : NAV_TYPE.WEB,
attributes : { url: PAGE.CHECK_PASSWORD.url }
});
})
.catch(() => {
this.isLoading = false;
this.errorMessage = 'Something went wrong. Please try again later.';
});
@AuraEnabled
public static void sendResetEmail(String username) {
Boolean result = Site.forgotPassword(username);
if (!result) {
AuraHandledException ex = new AuraHandledException('DIAGNOSTIC: Site.forgotPassword returned false for username: ' + username);
ex.setMessage('DIAGNOSTIC: Site.forgotPassword returned false for username: ' + username);
throw ex;
}
}
}
And from documentation It is mention if u are ousing other VF page it will return false.Buit i am not receiving any amail. How to fix it
#Experience Site #Experience Cloud #Digital Experience #Salesforce Developer
9月29日 17:36
so currently I'm making my own chatbot app, I'm training my own AI using machine learning and NLP for that app but how am I supposed to implement that AI model into Salesforce.. basically I want to make a UI and provide a database for that app, so what kind of salesforce technologies can help me to make a UI and to provide an overall backend + any additional tips?
#Sales Cloud #Salesforce Developer #Service Cloud #Experience Cloud #Integration #CRM Configuration #Automation
10月2日 10:54 For a chatbot interface, I would keep the first screen very simple. Give users a few clear options and an obvious place to type their question. A visible route to human support is important too. Then test the interface with ordinary users. Their confusion will quickly reveal what needs changing.
I need to deploy the head markup for an experience cloud site using Aura framework. I deployed Experience Bundle using Copado but that didn't move the changes. Can you tell which metadata needs to be deployed for the head markup to be moved between environments?
9月29日 14:17 @Matt Brown yes, doing another round of deployment just to be sure. Keep you posted if this fails again!
Trying to save one email for multiple policies, but noticed that this doesn't work perhaps overlooking a step.
Select an email
Select SF app
Save on one policy
Try logging same email on another policy
Notice on the policy this is not saved
Can you please check?
Salesforce email can't be saved multiple times?
9月28日 11:08 --->>>
how will the Trigger know which other policies the message should link to. But it hints to a solution.
Maybe if the conversation is still open with Support, then also ask them if it is possible to control this from the Salesforce Outlook Add-In which you are currently using. Is there a way to specify more policies (or other entities) to upload the email to?
Could you please Guide me on this ?