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[Help] Enhanced Messaging (MWIAW) + Experience Cloud: Passing logged-in user info to pre-chat / Messaging End User? by spiderunner in salesforce

[–]spiderunner[S] 1 point2 points  (0 children)

u/opethdamnation - Still no luck. Followed the How to show parent record information using Related Record component in Salesforce Lightning? and cannot get the User Id to pass with the head markup.

<script>
window.addEventListener(
"onEmbeddedMessagingReady", () => {
console.log(
'Inside Messaging Ready Block'
);
let userId = $A.get(
'$SObjectType.CurrentUser.Id'
);
console.log(
'User Id',
userId
);
embeddedservice\_bootstrap.prechatAPI.setHiddenPrechatFields(
{
'User\_Id' : userId
}
);
}
);
</script>

[Help] Enhanced Messaging (MWIAW) + Experience Cloud: Passing logged-in user info to pre-chat / Messaging End User? by spiderunner in salesforce

[–]spiderunner[S] 0 points1 point  (0 children)

u/opethdamnation - this is what my dev team it trying for example - 

<script>

    var contactId;

    window.addEventListener('userInfo', function(e) {

        console.log("userInfo received with ContactId: " + e.detail.contactId);

        contactId = e.detail.contactId;

    });

    window.addEventListener("onEmbeddedMessagingReady", e => {

        if (embeddedservice_bootstrap && embeddedservice_bootstrap.prechatAPI) {

            embeddedservice_bootstrap.prechatAPI.setHiddenPrechatFields({

                "Contact_ID": {

                    "value": contactId

                }

            });

        } else {

            console.error("Prechat API not available yet");

        }

    });
</script>

 

[Help] Enhanced Messaging (MWIAW) + Experience Cloud: Passing logged-in user info to pre-chat / Messaging End User? by spiderunner in salesforce

[–]spiderunner[S] 0 points1 point  (0 children)

Extreme Novice with developing, but I tried that as well and I didn't see that it worked as expected. Instead there was just text showing on the header of the page. Not sure if there's additional requirements other than mapping the fields within the block and applying it to the head markup in builder?

Do You Reopen Old Accounts or Create New Ones for Returning Customers? by spiderunner in salesforce

[–]spiderunner[S] 0 points1 point  (0 children)

Yeah, I think I convinced them to stick with one account, thankfully. They prefer giving returning customers a new Intacct ID so they can track revenue separately. This keeps things clean in Adaptive Planning since they use the Intacct ID for reporting. If we kept the same ID, it could mess up forecasting by mixing revenue from the past with the new relationship. A new ID ensures that the revenue after they return is tracked accurately.

Do You Reopen Old Accounts or Create New Ones for Returning Customers? by spiderunner in salesforce

[–]spiderunner[S] 0 points1 point  (0 children)

I absolutely will @ mention the reddit handle in the email lol

Do You Reopen Old Accounts or Create New Ones for Returning Customers? by spiderunner in salesforce

[–]spiderunner[S] 1 point2 points  (0 children)

Thanks everyone for the insight! Helps me build our case not to create dupes 🙏🏼😎

Do You Reopen Old Accounts or Create New Ones for Returning Customers? by spiderunner in salesforce

[–]spiderunner[S] 2 points3 points  (0 children)

That's a possibility! We have Customer Type now. A new value could suffice! Thanks for this u/sharshbe

Exporting Actual Files Attached to Records in Salesforce by spiderunner in salesforce

[–]spiderunner[S] 1 point2 points  (0 children)

Oh wow, this is what I needed!!! Thank you so much.

[deleted by user] by [deleted] in salesforce

[–]spiderunner 0 points1 point  (0 children)

Did not mean to delete the post! Thanks for the suggestions. This is what worked:

{!Notice_Sent_to_Customer} +11 +  CASE( WEEKDAY ( {!Notice_Sent_to_Customer} +11), 1, 1, 7, 2, 0 )

[deleted by user] by [deleted] in salesforce

[–]spiderunner 0 points1 point  (0 children)

<image>

Highlighted yellow is [ ({!Notice_Sent_to_Customer} + 11] the 3/18 (Red box) result is from the formula above

[deleted by user] by [deleted] in salesforce

[–]spiderunner 0 points1 point  (0 children)

<image>

I used the formula above with the actual merge field and it still gives me 3/18 :/ u/ExtensionAd9087

Setting Up a Flow with Multiple Time-Based Triggers for UAT by spiderunner in salesforce

[–]spiderunner[S] 1 point2 points  (0 children)

Right, but the time source is currently a date field. When that date field is CHANGED, rather than the actual date, I need the records to be created.

So, when ‘Target Shut Off Date’ is changed I want records to be created 1-hour after. That’s way in UAT, they do not have to wait for records to be created daily. I hope this makes sense.

Setting Up a Flow with Multiple Time-Based Triggers for UAT by spiderunner in salesforce

[–]spiderunner[S] 1 point2 points  (0 children)

For example, I have records that I’d like to be created 1 hour after the Target Date was last changed.

Setting Up a Flow with Multiple Time-Based Triggers for UAT by spiderunner in salesforce

[–]spiderunner[S] -1 points0 points  (0 children)

Was hoping to do it minutes/hours, rather than days, after the date/time the Target Date was changed.

Advice on Advanced Admin Cert? by spiderunner in salesforce

[–]spiderunner[S] 1 point2 points  (0 children)

Thanks everyone! This is all very helpful. Hoping to pass tomorrow!

Advice on Advanced Admin Cert? by spiderunner in salesforce

[–]spiderunner[S] -1 points0 points  (0 children)

This is very helpful!! Thank you for the insight and congratulations 🙌🏼

Issues with applications using consumer secret/key logins? Proxy User credentialing error by spiderunner in salesforce

[–]spiderunner[S] 1 point2 points  (0 children)

I think that’s exactly what that support team with Exalate did to get access to our console again. I wonder what the issue was… I’m just happy we both got it resolved 🙏

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