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I am trying to disable by using autocomplete="Off" but its now working can anyone help with this i am using this under lightning record edit form

 

#Sales Cloud  #Service Cloud  #Marketing Cloud  #Analytics  #Nonprofit  #Trailhead  #New Releases  #Integration  #AppExchange

1 resposta
  1. Hoje, 06:57

    Hi Vikrant, autocomplete="off" isn't supported directly by lightning-input-field because it doesn't expose the underlying <input> element's autocomplete attribute. 

    If you need to control autocomplete, you can use lightning-input instead of lightning-input-field and set: 

    <lightning-input

    type="text"

    autocomplete="off"

    name="myField">

    </lightning-input>

      

    If you need to keep lightning-record-edit-form and lightning-input-field, you generally can't reliably disable the browser's autocomplete through the component attribute. 

      

    If you can share which field you're trying to disable autocomplete for and what browser you're testing in, I can suggest a more specific workaround. 

     

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error it is showing is:-

You are missing information needed by the page you have attempted to access. If you believe this is an error, please refresh your screen. If the error persists, please <a href="javascript:openPopupFocusEscapePounds('/HelpAndTrainingDoor?body=%2Fhelp%2Fswitchuserwait.jsp%3FcssJump%3D%2Fsserv%2Fcaseedit.jsp&loc=support', 'Help', 1024, 768, 'width=1024,height=768,resizable=yes,toolbar=yes,status=yes,scrollbars=yes,menubar=yes,directories=no,location=yes,dependant=no', false, false);" title="report (New Window)">report</a> it to our Customer Support team and provide the URL of the page you were requesting as well as any other related information.

Unit:-Prepare your organization

 

#Sales Cloud  #Service Cloud  #Trailhead  #New Releases  #AppExchange

1 resposta
  1. Hoje, 06:52

    Hi Nisha, this can happen if there is an issue with the Classic Email Template folder page or if the required permissions aren't available.  

     

    Please check that you have the “Manage Public Classic Email Templates” permission (or the appropriate email template management permissions) and that you have access to the Classic Email Templates folder functionality.  

     

    Also try refreshing the page or accessing Setup → Classic Email Templates → Create New Folder again from a fresh Salesforce session.  

     

    If the same error persists after verifying the permissions, I recommend creating a Salesforce Support case and providing the URL and exact error message, since the error itself suggests Salesforce Support investigate the page request 

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My org is Enterprise Edition but not available Permission Set License - Messaging for In-App and Web User. 

No Service Channel is for Chat or Messaging Session Objects? 

Then how to configure for In-App and Web? 

Please Guide me on that.

@* Service Cloud *

2 respostas
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Hello! 

I'm looking for a workaround to be able to create a blank Messaging Session in an enhanced SMS channel. I know officially Salesforce does not provide a way to do so but for various business reasons, this is the solution that is needed. High level - based on a record trigger, we need to route a blank Messaging Session to a user via Omni Channel. The scenario covers existing customers with whom we had prior sms conversations as well as new customers with whom we've never communicated via sms. 

Has anyone figured out any ways around this limitation? 

 

#Service Cloud  #Digital Engagement  #Messaging Session

2 respostas
  1. 18 de set., 06:44

    Hi Svetlana,

     

    The short answer is that you cannot manually construct a valid ConversationId via standard Apex/Flow DML because in Messaging for In-App and Web (MIAW) and Enhanced Channels, the Conversation record is managed by Salesforce's backend Service Cloud Real-Time (SCRT2) fabric, not core Salesforce DML. Inserting a raw MessagingSession record without an underlying SCRT conversation context leaves it orphaned and unusable in Omni-Channel.

     

    However, depending on whether you want an automated greeting sent or a completely silent assignment, here are two tested patterns for this use case:

     

    Solution 1: Outbound Messaging Template (Recommended)

    Instead of generating an artificial "blank" session, trigger an outbound template message to initiate a real session.

     

    • How it works:
      1. Trigger an Auto-Response / Outbound Messaging Flow from your record trigger using an approved Messaging Template (e.g., "Hi [Name], an agent is reviewing your account and will connect shortly.").
      2. Because the message is sent via the standard messaging engine, Salesforce automatically creates the Conversation, provisions the ConversationId, and initiates an active MessagingSession.
      3. Route this newly initiated session through your Omni-Channel Flow to the agent queue.

     

    • Why it works: The agent receives an active session in their Omni-Channel widget, the conversation thread links seamlessly (for both new and existing customers), and the SCRT2 backbone recognizes the session.

     

    Solution 2: Agent-Initiated "Start Conversation" Quick Action

    If your business requirement strictly forbids sending an automated outbound text to the customer before the agent connects:

     

    • Use the Standard Enhanced Outbound Capability:
      • Route a custom Task, Case, or Work Order to the agent via Omni-Channel when the trigger condition is met.
      • Embed the "Send SMS" / "Start Conversation" Quick Action on the record page layout.
      • When the agent accepts the work item from Omni-Channel, they click the action to send their first custom message. Salesforce immediately opens the active MessagingSession console tab for the agent.

     

    Solution 3: SCRT2 / Connect REST API Outbound Trigger

    If you have developer resources and need complete headless automation:

     

    • Use the Connect REST API for Outbound Messaging (/connect/conversation/messages / Enhanced Channel API).

     

    • By calling the internal service endpoint rather than attempting an insert new MessagingSession(), the platform spins up the actual conversation payload and routes the resulting session to Omni-Channel as designed.
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This is regarding a forced updated effective Jan 2022. 

I found an article related to it https://help.salesforce.com/articleView?id=sf.icu_migration_how.htm&type=5

 

I just want to get a picture on the steps you took and things you checked and how you did it to adopt to these new changes.  Thank you in advance!

 

#ICU Locale Formats  #Service Cloud  #Automation  #New Releases

1 resposta
  1. 17 de set., 14:07

    Hi Robert,

    For the ICU Locale Format migration, I would recommend treating it as a testing/impact-assessment exercise rather than just changing the setting.

    A few things to check:

    • Review the Salesforce ICU Locale Format Migration documentation and identify which locales your org uses.
    • Test date, time, number, currency, and address formatting for your supported locales.
    • Pay particular attention to Apex, Visualforce, LWC/Aura, integrations, reports, and any custom JavaScript that parses or formats dates/numbers.
    • Test automation such as Flows, validation rules, formulas, and email templates where locale-dependent values are involved.
    • Test integrations carefully if they exchange formatted dates/numbers with external systems.
    • Enable ICU in a sandbox first, run regression testing, and compare the results with the existing format.
    • Document any impacted customizations and update them before enabling it in production.

    The main risk is usually custom code or integrations that assume a specific date/number format rather than Salesforce's locale-aware formatting.

    If you share which Salesforce products/customizations you're using, I can suggest a more specific migration checklist. 

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I would like to change a rating from 5-star to 3-star.  I created a picklist titled, "Grade," and the values are 1,2,3.  Then I have a formula field with the following, 

 

IMAGE( CASE(Grade__c, "1", "/img/samples/stars_100.gif", "2", "/img/samples/stars_200.gif", "3", "/img/samples/stars_300.gif", "/img/samples/stars_000.gif"), "WAS Rating")

 

Even though I only selected 1,2,3 for my picklist and 1,2,3 in the formula, the field still shows 5 available stars.  I want this to show 3 available stars.  Please let me know how I can do this.  

 

Thanks, 

Mike

 

#Service Cloud  #Marketing Cloud  #Analytics  #Trailhead  #Automation

1 resposta
  1. 17 de set., 14:03

    Hi Michael,

    The issue is that /img/samples/stars_100.gif, stars_200.gif, and stars_300.gif are Salesforce's sample images, and those images are based on the standard 5-star rating scale. Changing the picklist values doesn't change the number of stars in the image itself. 

     

    If you want a true 3-star display, you'll need to use your own 3-star image files as a Static Resource and reference those in the formula.

    For example:

    IMAGE(

    CASE(

    Grade__c,

    "1", "/resource/YourStarResource/star_1.png",

    "2", "/resource/YourStarResource/star_2.png",

    "3", "/resource/YourStarResource/star_3.png",

    "/resource/YourStarResource/star_0.png"

    ),

    "Rating"

    )

    Create the appropriate 0-, 1-, 2-, and 3-star images and upload them as a Static Resource. That way the displayed scale is actually limited to 3 stars. 

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I see from this idea exchange item that you can send an email alert when I

 

#Sales Cloud #Service Cloud #Trailhead #Automation #New Releases new note is created a record, but the link is broken. Does anyone know how to accomplish sending email alerts when someone adds a new note? 

 

https://ideas.salesforce.com/s/idea/a0B8W00000GddhfUAB/emailchatter-notifications-on-notes-and-attachments-updates

1 resposta
  1. 17 de set., 14:02

    Hi Bob,

    If you're referring to Enhanced Notes, you can automate this using the ContentNote and ContentDocumentLink objects. 

     

    One approach is to use a record-triggered Flow on ContentDocumentLink to detect when a note is linked to the record, then send an email notification to the appropriate users. 

     

    Keep in mind that ContentDocumentLink is used for linking the Note to records, so you'll need to determine the linked record and recipients before sending the notification. 

     

    If you share which record you want to notify users about (Account, Contact, Opportunity, etc.) and whether you're using Enhanced Notes, I can suggest the exact Flow configuration. 

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We are a bit unique in that we currently are using a custom-built Global Action button for our web-to-case submissions, as opposed to a standard Community form. We have recently experienced a large amounts of web-to-case SPAM attacks, so I was curious if anyone has experienced something similar to this situation, and what resolutions anyone has found.

1 resposta
  1. 17 de set., 14:01

    Hi Kyle,

    For Web-to-Case spam, a few things are worth checking:

    • Enable reCAPTCHA for the Web-to-Case form if your setup supports it.
    • Make sure Require reCAPTCHA Verification is enabled in the Web-to-Case settings.
    • Add server-side validation/rules to reject obvious spam based on email, subject, or other known patterns.
    • Consider using a honeypot field or similar bot-detection approach if you're using a custom form.
    • Review the source/IP patterns in the incoming Cases to identify common characteristics of the spam.
    • If you're using a custom Global Action, verify that it isn't bypassing protections that would normally be present in the standard Web-to-Case flow.

    Since your submission mechanism is custom-built, the exact solution will depend on how the action is generating the Case. If you can share the Global Action/LWC or Apex implementation and how the Community user submits the request, that would help narrow it down. 

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Looking to add a flag to cases that appear to be duplicates from the same user. Has anyone successfully created one? Also interested in any workarounds the community may have identified. Thanks!

3 respostas
  1. 9 de dez. de 2024, 06:38

    Hey @Ife Ramsey,

    Case object are not supported by Duplicate management. For now, this feature only supports accounts, contacts, leads, and custom objects. But, If you really want to use duplicate management directly, you could create a custom object that is linked to the case, replicate the fields you want to check against in that custom object, automate creating/updating that custom object when a case is created, and then use duplicate management against the custom object. This can be completely automated with a flow, no code required. 

    Thanks.

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When case is created from Email-to-Case, a task is getting created automatically for each reply to that Email in Email tab in the Case. How to disable creating tasks for this activity? I've tried below solution:   1. In Email-to-Case configuration, create tasks is unchecked. 2. There is no setting for Disable Email Logging as Tasks in Activity Settings 3. There is no automation (Flow/Process Builder) or Apex which is creating tasks. Still tasks are getting created. 4.Enhanced Email is enabled.   Please provide some insights to disable creating tasks on outbound/inbound email on the Case.    

 

@* Service Cloud * 

6 respostas
  1. 14 de set., 09:05

    For teams handling technical customer-service processes, resources such as industrial service resources can provide useful context around structured workflows.

    If Create Tasks is already unchecked and there’s no Flow, Apex, or Process Builder involved, check the Task’s Created By, creation time, and related EmailMessage record. This can help identify whether the Task is being generated by Enhanced Email or another installed component. Also review the Email-to-Case and Enhanced Email settings together to isolate the source.

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