Messaging Channels | Salesforce Trailblazer Community

2024年2月1日 20:24

Merge Fields in Auto Greeting - Is this Possible?

In legacy chat, you could use a merge field to greet the customer, I can not find anywhere in MIAW to do the same. I know you can create auto-messages in service cloud messaging channels but I can't see how you reference the customers name they entered in the pre-chat form.

I just want to say "Hello [Customer Name], how can I help you today?"

I'm just trying to create feature partity with legacy chat and finding it diffcult to.

Thanks @Sophie Barton @Maria Hamlett

7 个回答

Prakash Acharya (UCSF)
2025年11月6日 23:29
I also want to merge firstname in the system message something like in the screenshot. Logged-in user's firstname is available in MessagingSession record. @Emily Page
Is there any way we can achieve this?

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2023年12月5日 05:45

Messaging for In-App and Web, getting error in Digital experience site.

I was configuring messaging for web for my digital experience site in scratch org with routing type (queue/flow). I setup everything as per salesforce help page.

After publishing the experience site, it won't show component on page.

In console, it shows this error, "Unable to load Embedded Messaging configuration".

I have added CORS, Trusted sites. I retested the setup. I have tried to show messaging component on VF page too but component is not visible.

am I missing something? please help.

Thanks in advanced.

#Messaging Channels #Service Cloud

9 个回答

Wayne Wei (Manulife)
2025年6月10日 08:03
Embedded Service Deployment Settings
I redeploy this settings, and that work for me

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2019年8月20日 23:15

Hello FSL Trailblazers,

We just published a new app on AppExchange to help you setting up Einstein Bot, Messaging and FSL to offer appointment booking via SMS to your customers!

You can now find Rider on the AppExchange: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FMdIiUAL

Using nearly only configuration, this package will help you to understand better how to use Einstein Bot, Messaging & FSL to offer Appointment Booking via SMS amongst other things. You just need to install it, tweak a few small items and should be good to go if you have the right license of course.

Let us know what you think!

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Stephen Izod
2022年6月21日 06:15
Hi @Gary Brandeleer and @* Salesforce Field Service *!

In the documentation for Rider installation, it specifies that we need to utilise Work Types to "Ensure these work types auto-generate Service Appointments." (Link to documentation here: https://quip.com/UV0NAhYfu6aw)

In the org in which we would like to explore Rider Bot, we are not creating Service Appointments through the "Auto-Create Service Appointment" checkbox, but instead using a Flow to create our Service Appointments and assign necessary values.

Would we still be able to use Rider in this scenario? Or do we need to configure our Service Appointments creation to be done via Work Types?

Many thanks in advance for your help!
#Einstein Bots #SMS #Messaging Channels #Salesforce Field Service

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2020年7月20日 09:14

Hi Team ,

Messaging Session issue:

I created a messaging session from case trigger. when i send a message to end user mobile it is not being delivered to them and it is not getting saved in conversation entry.

could you also please let me know how do you generate a proper session key?

Please help!