Questions tagged [service-cloud-console]
A Salesforce console is designed to boost productivity for users in fast-paced environments.
352
questions
0
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27 views
Open subtab one after the other in Lightning Service Console using Workspace API
Is there any limitation of opening multiple subtabs as below using Workspace API? It doesn't throw any error but simply it doesn't open the second subtab for new task while all the console logs get ...
1
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1answer
31 views
Automating entitlement Management
I am working on an entitlement management project and the company wants to make sure that every case has an entitlement process associated to it:
I looked at some of the APEX solutions as seen in ...
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39 views
Record is not getting created from Pre-Chat form
Pre-Chat form has a feature that tries to match the information entered, with existing records. If no match found, a record will be created and Chat transcript is associated with that record.
For ...
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20 views
Campaign member track from marketing cloud
I have an integrated account, and I wanted to know if through the salesforce cmarketing cloud connect it was possible to update the campaign member of a campaign in salesforce from cloud marketing, ...
2
votes
0answers
25 views
Integrate external routing for omni channel (connected app vs. API)
We are building a managed package ISV app for a customer that wants to route Service cloud Cases based on its own algorithm (their backend). I am quite new to Service Cloud and OmniChannel but found ...
0
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0answers
12 views
Cannot find “Enable Email Drafts” in support settings
I have to send emails from Salesforce. But there is some custom field on EmailMessage that I need to populate first and then send the email. Therefore, I am inserting EmailMessage record first and ...
0
votes
1answer
31 views
Which ID do I need to use as Subscriber Key in Marketing Cloud to keep in sync with Service/Sales Cloud?
I'm currently about to start an IP warm-up for Marketing Cloud and I have done the following:
Imported my warm-up dataset to Service Cloud (to obtain Contact ID)
Exported the dataset from Service ...
0
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1answer
29 views
Am I able to define what I want to sync via Marketing Cloud Connect?
If I have multiple datasets in Salesforce, am I able to sync only subsets of this to Marketing Cloud via Marketing Cloud Connect?
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0answers
11 views
Case page in service console scrolls down to Related Account Cases standard component
I have enabled drafts for email action on case object. When I click in the email body and type something and then click outside anywhere then the page automatically scrolls down to the **Related ...
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15 views
WorkspaceAPI :closeTheTab : Facing issue while closing the tab if closeTheTab is used to disable close event and Component error causes tab to persist
I have used workspace API in lightning service console to open child components in other tabs:--
Once a click openComponent button on parent, another tab opens with another component.
Do init of ...
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0answers
22 views
Lightning component in the service console tab replacing all the tabs with the latest opened record
I'm opening a lightning component from a custom button in the Account page as per below code. And this code is executing in the Service console.
var evt = $A.get("e.force:navigateToComponent");
...
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44 views
Remove cases from Omni channel routing
In my current Omnichannel implement, I'm using both chats and Cases to route work to agents. Now we don't want to use Omnichannel for Cases, we just want to use chats.
For this, I tried to delete the ...
1
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0answers
24 views
Reduce Load time of Service Console in Lightning
I would like to reduce the load time of the service console because of which agents are annoyed.
I have one lighting component which gets data from server with soql and then data is bind to wrapper ...
0
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0answers
18 views
Lightning Service Console - need a mini detail component?
In classic service console, we have our page layouts that drive the record details. On the left side of the page, there is a small "component" that uses the OOTB mini page layout stuff and custom ...
0
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0answers
29 views
Javascript Error when trying to use apex:actionFunction on service console
I have a visualforce component I am working on that simply has a table of data that is shown on a page layout within the service console. When you click on a link in the table, it opens a subtab using ...
0
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0answers
29 views
Create New Account from Service Console - Custom component
I have overridden standard action of New Account creation with a Custom Lightning Component. From all the Apps we were working until now which had Standard Navigation, create new Account as well as ...
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0answers
31 views
Salesforce Liveagent retrieve and display chat history on chat window
I've implemented a custom chat window using visualforce due to requirements not available out of the box, it works quite well but the next challenge is to display the chat history when the customer ...
0
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0answers
33 views
All 'To' recipients automatically moved to the 'CC' field when using 'Reply All' from Lightning Service Console for email-to-case
If I send an email from Outlook to an email services address (an email-to-case flow) which has 3 email addresses in the 'To' field, when I select 'Reply To' on the corresponding case record, those 3 ...
1
vote
2answers
47 views
Pre-Define value for ToAddress When Sending email from Case - Email Action?
I am working on the on service cloud so it is very important for our agents to send email from case and they always use it to send emails.
For that I have created email action and added this to ...
0
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0answers
34 views
Hyperlink to open a record detail page in lightning-datatable is not working in classic console
I using the below component in lightning out.The below code is working fine in non-console classic view and I want the same thing to be worked in Classics console view.Tried multiple ways but didn't ...
0
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0answers
22 views
Create Contact Record with custom contact key [duplicate]
We connected our MC instance with Service cloud person account records but when it is synched, the contact key of the contacts are the contact Id. Can I assign a custom field (MasterID) as the source ...
0
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0answers
19 views
Salesforce Lightning Knowledge Component (Standard) Not Refreshed From Custom Component
In Lightning Record Page - We have used Standard Lightning Knowledge Component.
When CSP Edit/Save (OOB) Data in Salesforce Standard Details View, Salesforce Standard Lightning Knowledge Component ...
0
votes
0answers
58 views
Case popup on inbound calls using open CTI
I am trying to integrate Purecloud with Salesforce, Its has two option
1. Standard CTI Soft phone
2. Embedded framework
In Standard we can leverage the standard phone functionality, we can't ...
0
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0answers
12 views
How to identify page is loaded in lighting console?
Is there any way to check a page loaded in lightning console in a lighting componen
3
votes
0answers
24 views
How to stop incoming EmailMessage from opening duplicate cases?
We have about 15 email addresses that are set up as email-to-case address that folks can use to create a case with our customer service team. The problem that we've been running into more and more ...
5
votes
1answer
61 views
Is there a way to disable notifications from SF updates?
please see the screenshot below for an example of what I'm talking about, this keeps popping up for our Service Agents while they are on calls and getting in the way. Is there a way to disable or ...
0
votes
1answer
84 views
Is there any way to get the number of pending chat request on omni channel?
I have a requirement to get the number of pending chat request in the omni channel.
I have set the presence configuration capacity to 5 so that an agent can have only 5 chat requests. if a case is ...
1
vote
0answers
18 views
Reply button from Social Customer Service not appears in the Case
I have enabled Social Customer Service and installed starter pack and noticed that the buttons "reply" and "follow" does not appears. What can be the problem? In the image the example of trailhead.
0
votes
1answer
31 views
How to track if user has inputted any text on the Salesforce Chatter Email Publisher
How do we know when user has made any inputs on the Email Publisher? When user made any changes to this field, and accidentally closes the tab on the Service Console, there will be no pop up message ...
0
votes
1answer
59 views
Service Console Tab Name
I have called flow in the URL button. When I click on the button, a new tab is opened and flow is initiated but the tab name is displayed as Task. Is there any way to change the tab name in Service ...
1
vote
1answer
58 views
Is there are any ways an agent can see the number of pending chat requests on omni channel? [duplicate]
I am facing a scenario where an agent can see 4 cases in the omni channel. The agent can not see if there are any pending cases in the queue unless the agent closes one case down from four.
Simply, i ...
0
votes
1answer
45 views
Automatically logging with some other user if open service console with system admin
System Admin is automatically logging with some other user when we a=try to open lighting service console.
and getting error : "We're sorry to report that something has happened to your session. Log ...
0
votes
0answers
18 views
Service console- Refresh a subtab that is not current
When I have multiple sub-tabs open in a console, how do I refresh the details tab based on the action of other sub-tab. Salesforce provides a way to refresh primary tab using sforce.console....
1
vote
1answer
296 views
New tab in browser (Lightning Service Console App)
We have an application that pulls URLs from configuration and creates buttons for such user defined URLs. Because we are in a console navigation environment, every time these URLs are internal, ...
0
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0answers
20 views
I need specific users to be service cloud user
I wanted some users are service cloud users.One of the approach we found is to create a permission set with app permission**(Service Console (standard__LightningService))** as below
but then i found ...
0
votes
0answers
31 views
Show Knowledge Article for the specific profile
I need help for the Knowledge Article Visibility.
I have 1 Knowledge licence and I want to categorized those Article base on the User Profiles, I am using "Default Data Category Visibility" setting ...
0
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0answers
77 views
Getting Internal server issue in Console when performing search based on mail ID - Live agent
Under Live agent, getting Internal server issue when performing a search for Contact record based on mail ID field value from Pre-chat form.
Below is the error:
An internal server error has ...
0
votes
1answer
263 views
Omnichannel Supervisor Dashboard: Change queue feature
As per the documentation (https://help.salesforce.com/articleView?id=omnichannel_supervisor_change_queues_skills.htm&type=5), Omnichannel Supervisor can change the Agent's queue using the "Change ...
0
votes
1answer
132 views
Live Agent Chat - Routing by Region
I'm trying to figure out the best solution here and haven't had much luck from what I can find online or from talking with Salesforce.
We're using Live Agent embedded on our company website as our ...
1
vote
0answers
64 views
Salesforce Lightning - Reply, Reply All From Custom Email Related List Lightning Component [closed]
We have custom requirement where we need to build custom email related list similar to standard. please see below screenshot -
Question - How can we use standard "Reply" and "Reply All" feature of ...
0
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0answers
39 views
on demand email to case in salesforce creating duplicate case when user replies
When the user replies to mail then it's creating a new case.
In auto response added a subject and case thread id but mail is not appending as a replay(as New mail).
In EmailMessageTrigger querying ...
0
votes
0answers
17 views
Populate fields in service console for new record
I have a custom object called Refund under the Case object and there are fields called company name, address, Refund amount Address under the REFUND Object.
My service cloud users want the Fields ...
0
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0answers
109 views
Live Chat Transcript status “In Progress”
I have rundom cases with Live Chat Transcript with "In Progress" status and Request time but no Start, End Time.
What can be the cause?
0
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0answers
9 views
Record update alert on Service Console
I have support agents working with the service console and I want to give them a graphical indication that a case has been updated or a new post was added to it.
I would like the indication to show up ...
0
votes
1answer
100 views
How to update Aggregate Result in developer console?
I want to mark checkbox(true) for duplicate__c field whose default value is false in Account.
Unfortunately my debug is working fine but i cant update duplicate__c field as true
My querry is
//...
0
votes
1answer
23 views
Email to Case Enabling
My org doesn't have email to case enabled and currently Form Assembly is being used to capture cases from our company's website into salesforce.
There's a requirement where service cloud end users ...
0
votes
0answers
15 views
Transfer chat (live agent) to another solution
We have a very specific situation where we need to transfer/route an on going chat to another chat solution. It's required to get the current conversation and send to the other solution. Obviously I'm ...
0
votes
0answers
33 views
Live Agent Custom Details hold the old value until the browser session timeout
I use the live agent in Lightning experience.
And transfer the user input to prechat page by "liveagent.AddCustomDetail()" method.
But I found that I can't modify the live agent's Custom Details ...
5
votes
1answer
2k views
LWC: Invalid event type “WireContextEvent” dispatched in element
Updated the question:
We are using custom Lightning Console App. Here is a simplified version of our LWC to explain the problem. Any idea?
sampleWireContextEventWarning.html
<template>
...
1
vote
0answers
232 views
workspaceAPI.isConsoleNavigation() doesn't work
I'm trying to determine if lightning component is used in console or not and I tried to use this example https://developer.salesforce.com/docs/atlas.en-us.api_console.meta/api_console/...
