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#Service Cloud83 discussing

I am currently working on my Superbadge: Report Administration for Agentforce Readiness, and no matter the changes I make, I keep getting this error message:

The Open Opps Accts Ownership report isn't using the correct filters or isn't grouped as specified, by owner and owner active status (not account active status). Make sure you're using a type of filter that crosses objects and restricts the records displayed to only accounts with open opportunities. Review the Help article for resources related to this challenge.

I have followed the resource articles, and still cannot seem to find a solution for this. Has anyone come across this before?

#Service Cloud #Trailhead Superbadges #Agentforce
4 answers
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Hello 

 

We are looking to implement Embedded chat on a local site so that we can test out a new MIAW implementation. 

I have provided the code snippet from the Embedded Chat Deployment to our front end team (which works successfully when internally testing in the pre-provided visualforce test page) but on trying to initiate the chat from external test site, they are receiving an error as follows: 

 

[EmbeddedServiceBootstrap] Attempted to initialize bootstrap multiple times

 oa @ bootstrap.min.js:28

 h @ bootstrap.min.js:30

 (anonymous) @ bootstrap.min.js:182

 initEmbeddedMessaging @ webchat.html:11

 onclick @ webchat.html:28

 

I am looking for just a bit of guidance where I may point my web team to troubleshoot this issue.  Is this error message a "common" thing that might point to salesforce config.  Or would it be more a front end technical error. 

 

Really just looking for guidance or where I might look to troubleshoot this issue when I don't know about front end stuff and they don't know about Salesforce.  Any help appreciated! Thanks 

 

Niall 

 

 

 

#Service Cloud

6 answers
  1. Aug 25, 9:02 PM

    Hi @Kamlesh Regar

     

     

    Checking back through our documentation - I can see that we did receive the same error you have detailed. However, we were receiving the error 100% of the time - though you have reported to be inconsistent, so I am not sure if the same issue will resolve. 

     

    We made 2 changes at the same time and resolved the error so I also could not be confident if 1 of these changes would have resolved or it needed both changes. 

     

    Change 1

     

    We had originally added the salesforce provided script in the head tag instead of the body tag.  The script has now been moved into the body tag. 

     

    Change 2 

    We needed to add the site domain into the "Trusted URL" option within setup menu.  After adding the URL, it was essential that we needed to set the "frame-src" checkbox option to "true"   

    Hi Checking back through our documentation - I can see that we did receive the same error you have detailed. 

    I am not very confident in this area of front end setup, so I really hope this can help solve your issue!

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Hi to all,

In our org we have a lot of cases with internal and customer files that can be too big (around 1GB) and now we are out of file storage limit.

I’m trying to download old and large files but I can’t download it manually because they are a lot.

I paid for the app in the app exchange “Files Downloader” but with the large file it’s so slowly and sometimes crashes. It don’t allow me to download multiple files simultaneously (only the small one can download simultaneously) and it’s so boring.

I tried to export file from Salesforce setup with a scheduled export but it download binary files and it’s not a solution for us.

Anyone have a solution for my problem? I read a lot of articles and I watched a lot of video but without a solution! Thanks

#Service Cloud
10 answers
  1. May 9, 2024, 10:32 PM

    Yes here is how you do it:

     

    1). Use DataLoader and export all of the 'ContentDocument'

    2). In the CSV file that gets extracted, look for the 'LATESTPUBLISHEDVERSIONID' Column

    3). Add another column to the Excel file on the right of 'LATESTPUBLISHEDVERSIONID' and use the formula =CONCATENATE("URL",R2)

     

    Basically what we are trying to do is fill this next column with urls like : 

     

    https://YOUR_INSTANCE_URL/sfc/servlet.shepherd/version/download/LATESTPUBLISHEDVERSIONID

     

    So at the end of it all you should have rows and rows that look like this:

     

    https://YOUR_INSTANCE_URL/sfc/servlet.shepherd/version/download/SOMEVERSION

    https://YOUR_INSTANCE_URL/sfc/servlet.shepherd/version/download/SOMEVERSION

    https://YOUR_INSTANCE_URL/sfc/servlet.shepherd/version/download/SOMEVERSION

    https://YOUR_INSTANCE_URL/sfc/servlet.shepherd/version/download/SOMEVERSION

    https://YOUR_INSTANCE_URL/sfc/servlet.shepherd/version/download/SOMEVERSION

     

    Now all you have to do is get a chrome extension called 'TAB SAFE' which is listed here: 

     

    Tab Save (google.com)

     

    And whatever block of urls you put there, it will down load all of the files. 

     

    If you dont like dealing with excel and are more excel savvy, you can write custom Apex to export the URL's. As long as you can copy paste those URL's in that Chrome extension, it should be able to download all those files.

     

    Let me know if this works for you.  

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Dear Forum  

I have a query that Can we add "Specify the time criteria for this rule" other than 0min or 30 min like (12min,20 min) in esclationn rule. 

 

#Service Cloud  #Trailhead Challenges

1 answer
  1. Aug 22, 10:16 AM

    Short answer: no - native Case Escalation Rules only let you pick 0 or 30 minutes for 'Age Over' (you enter the hours, then choose 0 or 30 from the dropdown). Custom values like 12 or 20 minutes are not possible there; it is a fixed platform limit. 

     

    For minute-precise escalation, use one of these instead: 

     

    1. Record-Triggered Flow with a Scheduled Path (easiest): add a scheduled path set to run, say, 12 or 20 minutes after your date/time field (or after the case is created / meets criteria), and put the escalation action - reassign to a queue, send an email, update a field - in that path. Scheduled paths accept any custom minute value. 

     

    2. Entitlements + Milestones (the full SLA framework): 'Minutes to Complete Milestone' accepts any number, and Milestone Actions fire at exactly that time - ideal if you are tracking support SLAs. 

     

    Go with the Flow scheduled path if you just need custom timing; use Milestones if you want a proper SLA model on Cases. 

     

    If this helps, please mark it as the Best Answer so it helps the next person - thanks 🙂

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1 answer
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I have inlucded the activity tab on the Case object. But the email action is visible even after adding the email action on the page layout. I have attached the screenshot for reference.  

I don't face this issue on the Account object.  

Help me to fix this issue.  

On activity tab the email action is not visible

 

image.png

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

 

 

#Service Cloud

7 answers
  1. Aug 20, 6:41 PM

    Hey @Guru Prasad T not sure if you resolved this yet but the reason you're seeing this behavior is that the Case object is designed around Chatter feeds. Activities, updates, and related actions are handled through the feed architecture rather than through a separate composer tab. Looks like you need to use Chatter components to achieve the functionality you're looking for

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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.

 

7 answers
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Hi, 

When emails are sent from cases, don't receive any out-of-office messages or failed email messages.  In one case there was a typo error in the email address, but didn’t receive an error message like the one you get when you send an email incorrectly in Outlook. Can Salesforce capture and display Out-of-Office responses or email bounce-back messages for emails sent from Cases? Are there any email settings, Email-to-Case configurations, or deliverability options that need to be enabled to receive these notifications? 

 

Thanks. 

 

#Salesforce Admin  #Salesforce Developer  #Service Cloud  #Case Management  #Email Deliverbility  #Email

2 answers
  1. Aug 18, 6:39 PM

    One important nuance to add to Kundan's answer, because this trips people up on Cases specifically: 

     

    Bounce Management (Setup > Deliverability) flags the Contact/Lead/Person Account record, not the Case. Even with it enabled you will not get a bounce badge on the Case's email message itself, and 'Return bounced emails to sender' delivers the bounce notice to the sending user's own inbox, not onto the Case timeline. It also only kicks in reliably when the recipient resolves to a Contact/Lead/Person Account email, a free-typed typo address that matches no record can bounce with nothing flagged in Salesforce at all. That is most likely why your typo case showed nothing. 

     

    How OOO replies and bounce (NDR) messages actually behave: they are just inbound emails sent back to whatever From/Reply-To you used. If you send from the Case using your Email-to-Case routing address, those replies DO come back into Salesforce, but by default they usually create a brand-new Case rather than attaching to the original, unless threading matches them up (Lightning header-based Email-to-Case threading, or the legacy Ref ID token in the subject/body). So the first thing I would check: search for Cases created from the mailer-daemon or the recipient's mail server around that time. Your OOO and bounce messages are probably sitting there as separate cases. 

     

    If what you actually need is a reliable per-message 'did this bounce?' status shown on the Case, native Case email sending does not expose that. For that, route sending through an external email service/relay that reports bounces via webhook (e.g. SendGrid, or Email Relay with a mail server that returns delivery status), or use Marketing Cloud / Account Engagement for tracked sends. Those give true delivered/bounced status per message. 

     

    Quick checklist: 

    1. Setup > Deliverability: Bounce Management ON (flags Contact/Lead recipients). 

    2. Confirm you are sending with the Email-to-Case routing address as From/Reply-To so replies return to Salesforce. 

    3. Verify Email-to-Case threading (Lightning threading or Ref ID) so OOO/bounce replies attach to the original Case instead of spawning new ones. 

    4. For guaranteed per-message bounce status, use an external relay with bounce webhooks or MC/Account Engagement. 

     

    If this helps, please mark it as the Best Answer so it is easy for the next person to find. Thanks :)

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Does anyone know what could prevent pre-chat values from populating on the Messaging Session?    Chatters are entering the information - you cannot begin a chat without values in the fields and we have seen the greeting, which uses the entered first name, populated in the Messaging Session transcript.    We are missing the First Name, Last Name, Email fields but the Drop down field we have is being captured.  We have a few hidden fields for contact matching and information for our Customer Service group.    The Case registers the person as a Guest. The Initial question entered by the chatter is captured in the case Subject and the conversation is on the Messaging Session related list - Around 17 in the past few months with a case load of 50-100 per day depending on the season.  We have peaks near admission deadline and graduation ceremonies.    Any insight is welcome.   

 

@* Service Cloud * 

9 answers
  1. Aug 18, 10:52 PM

    Hi @Pam Willis-Tozier, what was your workaround/solution to this? Did you update the Pre-Chat Display Frequency to "Every Conversation"? Were there any implications for switching over from "Every Session"?

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All I am trying to add description field on Asset related list it's quite strange the field description (its standard field with type =text area) is not available in available filed section   Ill Appreciate your thought Field Not available to add in related list

 Thanks, intkhab Samani.

1 answer
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