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Step By Step Guide To Setting Up Live Web Chat in Salesforce

Salesforce Live Web Chat (previously known as Salesforce Live Agent)
Salesforce Live Web Chat (Source: Salesforce)

Acknowledgement: This step-by-step guide has been contributed by one of the trailblazers – Khyati Mehta.

Salesforce Live Chat / Live Web Chat (previously known as Salesforce Live Agent) is a feature that allows customers to communicate with company via the web through instant message.

These days customers prefer Live Chat over the phone or email to communicate with the company. With Live Chat, communication is in near real time and is stress free.

In this guide we will take a look at how to configure live chat in Salesforce. We will get the basic Live Chat functionality configured and tested in just under 10 minutes and then take a look at some of the additional features and functionalities that Salesforce offers.

How To Send Outbound Message From Flow in Salesforce

Here is a step-by-step guide on how to send Outbound Message from a Flow in Salesforce. Salesforce introduced the capability to send it from Flows in its Winter ’22 Release. Before this the only option to send outbound message was from Workflow Rules.

So, what is an Outbound Message in Salesforce?

Outbound Message is one of the declarative features of Salesforce that you can use to integrate Salesforce with other external systems. The concept is simple. Whenever a record gets created or updated in Salesforce, send a SOAP API message to an external system.

A common use case is to create/update Account records in backend systems like ERP, Order Management System or Logistics System, whenever a new Account gets created or an existing Account gets updated in Salesforce.

And the beauty of this feature is that it is a declarative configuration, that won’t take more than 10-15 minutes.

Step By Step Guide To Incident Management In Salesforce

Step By Step Guide To Incident Management In Salesforce

Salesforce introduced Incident Management in its Winter ’22 Release. The functionality has been baked into its Service Cloud offering and is available to companies without any additional cost. 🙂

We are all familiar with the Case Management functionality of Salesforce. Case Management allows companies to take a structured approach to register, handle and resolve customers issues and complaints.

But what if these complaints are logged because of a wide service disruption? Bad weather can cause delivery delays and major outages. Or a technical glitch can bring your ecommerce site down. Alongside having a structured approach to handle your customer cases, wouldn’t it make sense to have a proper and streamlined approach to handle incidents also?

Comparison of Salesforce REST API Composite Resources [Video]

Do you know that if you choose the right Salesforce API, you can potentially save up to 499 API calls? That will be some performance and governor limit gains, if you just know what the right API will be to use.

In one of the projects that I was involved in, there was a requirement to create 3 levels of parent child records. Record 1 will be parent of record 2, which in turn will be parent of record 3. 

Ignorant about the full landscape of REST APIs that Salesforce provides, the team’s initial design was to make three API calls. Create record 1, get the record id, create record 2, get the record id and then create record 3.

And then they were introduced to Composite API that Salesforce provides, where we could achieve the same requirement with just one single call.

Salesforce Flows – 25 Features Introduced in Spring ’22 Release

Salesforce Flows Winter 22 Release Features

Flows is the present and future of Automation in Salesforce and continues to take more and more Centre stage. Every Salesforce release contains tens of enhancements to Flows. In Spring ’22 Release of Salesforce, we could find about 25 enhancements related to Salesforce Flows.

And here is our top pick from these enhancements:

10 Ways to Learn About Salesforce Spring ’22 Release Features

Don’t Get Left Behind on all the Innovations and New Features

Here are all the different ways in which you can familiarize yourself with Salesforce Spring ’22 Release Features.

1. Sign Up for my “1 Day, 1 Tip, 1 Minute” Email series on Salesforce Release Features

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