1 Minute Tips

#SalesforceWinter23 – Direct Cases to Qualified Agents with Omni-Channel Flows

#1MinuteTip #SalesforceWinter23 Use automation in Omni-Channel flows to route cases to the right agents. When Email-to-Case generates cases from incoming emails, your Omni-Channel flow can determine where to direct them. Previously, Omni-Channel flows didn’t support case routing unless you created a record-triggered flow.

Salesforce Direct Cases to Qualified Agents with Omni-Channel Flows
Image Source: Salesforce Release Note Article

References & Useful URLs

#SalesforceWinter23 – Einstein Bots Learning Map

#1MinuteTip #SalesforceWinter23 Whether you’re a bot admin or a bot developer, the new learning map identifies the must-see bots content to launch your bot. This learning map guides you through every step of creating an Einstein bot: planning for bot tasks, creating or customizing your new bot, connecting to channels, and extending your bot with new channels and clouds.

Einstein Bot Learning Map

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#SalesforceWinter23 – Access All Omni-Channel Setup Tasks from One Page

#1MinuteTip #SalesforceWinter23 Less searching in Setup, more doing. To learn more about what Omni-Channel components to set up and get a list of all setup tasks, go to the new Omni-Channel setup home. The setup home also provides warnings when items aren’t correctly configured. On that page, you can also view details about and click a link to access every service channel instance defined for your company.

Salesforce Omni Channel Home Page

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#SalesforceWinter23 – Automate Testing of Record Triggered Flows

#1MinuteTip #SalesforceWinter23 Before you activate a record-triggered flow, you can now test it to quickly verify its expected results and identify flow run-time failures. This feature is now generally available.

In Flow Builder, you create, save, and run flow tests. Previously, you debugged a flow manually to troubleshoot failures each time they occurred. Now, you create and save a flow test from a debug run. Then each time you modify the flow, you can run the test.

Salesforce Automate Testing of Record Triggered Flows
Image Source: Winter ’23 Release Overview Deck

References & Useful URLs

#SalesforceWinter23 – Use Partitioned Domains in Non-Production Orgs

#1MinuteTip #SalesforceWinter23 To maximize the availability of your orgs, My Domain uses partitioned domains for new sandboxes, Developer Edition orgs, scratch orgs, and Trailhead Playgrounds.

Partitioned domains include a word related to the org type, which allows Salesforce to gradually roll out service delivery changes. To ensure continued access to all your orgs, update your allowlists for the new domains.

To include your existing Developer Edition org in the Salesforce deployment schedule for that org type, enable partitioned domains.

Here are the partition names by org type:

  • Developer Edition orgs: develop
  • Scratch orgs: scratch
  • Trailhead Playgrounds: trailblaze
  • Demo orgs: demo
  • Free orgs: free
  • Patch orgs: patch

For example, notice the partition name “develop” in my developer edition org below:

Salesforce Partitioned Domains

References & Useful URLs

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