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@* Digital Engagement *

 

We have a use case where we need to enable an agent to send a six-digit One Time Password (OTP) to a member’s phone directly from Salesforce. The agent should then validate the OTP shared by the member over the call and store the OTP verification result in Salesforce.

We are exploring whether Salesforce Digital Engagement SMS can be used for sending OTP messages as part of this flow.

Has anyone implemented a similar solution using Digital Engagement SMS?

Specifically looking for guidance on:

  •  Whether Digital Engagement SMS is suitable for OTP use cases 
  •  Best practices for generating and sending OTP securely from Salesforce 
  •  Any limitations or considerations (compliance, throttling, delivery reliability, etc.) 

Would really appreciate any insights or lessons learned from your implementations.

4 answers
  1. Today, 9:49 AM

    Hey @ganesh pelluri

    try SMS Magic this is something that can be achieved with just the out of the box capabilities.. so need for any external gateway or API integration..  

    Happy to connect with you if you need further help. 

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I have a requirement to show custom message instead of showing out of the box salesforce message. Is there any way to acheive this using configuration? Is there a way to show custom message when lightning global search doesn't return any results?

 

 

2 answers
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I would like to know a process where I can create a notification functionality over a case queue that I'm handling.    Use case: If a new case has been added to the queue i'm working in, it will give me a notification on my email ID That there is new case in the queue!    email notification should work as I'm getting emails when i assign a new case or do something on the cases within the same queue.  

1 answer
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When case is created from Email-to-Case, a task is getting created automatically for each reply to that Email in Email tab in the Case. How to disable creating tasks for this activity? I've tried below solution:   1. In Email-to-Case configuration, create tasks is unchecked. 2. There is no setting for Disable Email Logging as Tasks in Activity Settings 3. There is no automation (Flow/Process Builder) or Apex which is creating tasks. Still tasks are getting created. 4.Enhanced Email is enabled.   Please provide some insights to disable creating tasks on outbound/inbound email on the Case.    

 

@* Service Cloud * 

3 answers
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Hi everyone,

We are encountering a frustrating sorting discrepancy in the Enhanced Omni-Channel widget inside our console. We've tried two different architectural approaches to solve this, but the UI component behavior remains broken in the same way.

I'm looking to see if anyone has cracked a workaround or if this is an inherent UI limitation when agents have open capacity.

What We Have Tried:

  • Approach 1 (Secondary Routing Priority Field): We initially utilized a custom picklist field (Routing_Priority_Level__c) on the Case object and mapped it as the Secondary Routing Priority Field on the Case Service Channel.
    • Result: This completely failed to influence the "Default Order" view inside the widget. Items were still sorted strictly chronologically.
  • Approach 2 (Queue-Based Prioritization): We then shifted to using two distinct queues with separate Routing Configurations:
    • Queue A (High Priority): Routing Priority set to 1
    • Queue B (Standard Priority): Routing Priority set to 2
    • Result: We verified via Apex that the backend PendingServiceRouting records are correctly evaluating and stamping the priorities (1 vs 2).

The Core Issue: When an agent has open capacity, Omni-Channel pushes both a Priority 1 case and a Priority 2 case to the widget simultaneously.

Once pushed, the widget's "Default Order" view sorts them strictly by the chronological timestamp (newest assignment first). If the Priority 2 case arrives a couple of seconds after the Priority 1 case, it sits right on top of it visually.

If the agent manually switches the widget dropdown view from "Default Order" to "Routing Priority", the sorting immediately fixes itself and Priority 1 moves to the top.

My Questions:

  1. Why does the Enhanced Omni widget's "Default Order" completely ignore both secondary routing fields and core RoutingConfiguration priority values when displaying pushed items under open capacity?
  2. Is there any way (via Service Channel settings, Console properties, or Metadata API) to change the out-of-the-box default view of the widget to "Routing Priority" instead of "Default Order"?
  3. If this is working as designed, how are you preventing agents from mistakenly cherry-picking or working lower-priority records first simply because they arrived a few seconds newer?     

@* Service Cloud * 

2 answers
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We have had several reports of agents having issues with the Omni channel call controls. These agents are actively answering calls via omni channel, but when voice call record opens and they try to reopen the omni channel widget to use the call controls the buttons/numbers are greyed out, and unclickable. They end up stuck with the caller on the phone but unable to transfer. 

 

Similarly, on occasions agents are able to make outbound calls via click to dial for known contacts but the keypad is greyed out/unclickable if they try to dial a number manually.

 

Has anyone else experienced similar issues? 

Thank You 

John

5 answers
  1. Jul 24, 12:58 PM

    The keypad going greyed out is usually just the CCP (Contact Control Panel) trying to establish a connection to Amazon Connect in the background. It normally only takes a few seconds, but if your internet is slow or unstable it can take a bit longer, and during that time the buttons stay unclickable.

    One thing that helps: go into your browser settings and add your Salesforce org URL to the "always keep active" tabs list, so the tab never goes to sleep in the background.  

     

    The keypad going greyed out is usually just the CCP (Contact Control Panel) trying to establish a connection to Amazon Connect in the background.

     

     

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I have inlucded the activity tab on the Case object. But the email action is visible even after adding the email action on the page layout. I have attached the screenshot for reference.  

I don't face this issue on the Account object.  

Help me to fix this issue.  

On activity tab the email action is not visible

 

image.png

@* Sales Cloud - Best Practices * @* Service Cloud * @* Sales Cloud - Best Practices *

 

 

#Service Cloud

5 answers
  1. Jul 22, 12:50 PM

    Hi @Guru Prasad T the problem is that the Case object is inherently feed-centric, its core activity actions and histories route through the Chatter ecosystem rather than a standalone composer tab. Here's a link to another post where someone else had the same issue. You'll have to use the Chatter components. Hope this helps clarify things!

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Hi Salesforce Community, 

 

We are exploring ways to improve Agentforce responses by using historical Salesforce case data as a knowledge source. 

 

Our goal is for the agent to review previous cases—such as case descriptions, comments, email conversations, troubleshooting steps, resolutions, and closure notes—and use that information to provide more relevant answers for similar customer issues. 

 

We would appreciate insights on the best approach for implementing this. 

 

Has anyone implemented a similar use case? 

 

We would be interested in learning about your architecture, data preparation process, retrieval strategy, security controls, and any lessons learned while using historical support cases with Agentforce. 

 

Thanks in advance! 

 

#Agentforce  #Data Cloud  #Service Cloud

2 answers
  1. Jul 17, 12:50 PM

    Hi Sakshi, 

     

    Thank you for your response and detailed architecture. 

     

    Could you please provide more insight on step 2? 

     

    We have a "Case" and "Case Comment" DS, DLO in our org, and Case DMO which is mapped with "Case" DLO. 

     

    As a second step, I mapped the Case Comment DLO with the existing Case DMO as shown in the screenshot.

    Hi Sakshi, Thank you for your response and detailed architecture. Could you please provide more insight on step 2?Screenshot 2026-07-17 at 6.14.17 PM.pngScreenshot 2026-07-17 at 6.14.28 PM.pngScreenshot 2026-07-17 at 6.17.13 PM.png

     

    When I query it, the "Case Comment Body" and "Case Comment ID" fields appear, but not the other details. Do you know why? Do you think this is possible? 

     

    I also tried creating a new search index and retrievers (returning all fields including subject, description, Case Comment Body, etc) based on it, but it only provides the "Case Comment Body" and "Case Comment ID" value inside the prompt template.

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Description: When I attempt to initiate an outbound message using the standard "Start a Conversation" action button on the Lightning record page, the action fails immediately. This is related to sending outbound message on whatsapp

 

The system returns the following error:

 

"This record doesn't have any associated Messaging Users. Ensure that any Messaging Users are set up properly and that they haven't opted out of Messaging."

 

This occurs even though the target record is correctly linked to an active MessagingEndUser (Messaging User) record, the recipient is opted in, and the agent possesses all necessary outbound messaging permissions.

 please note that we have already verified and ruled out the standard configuration causes:

 

Record Association: Confirmed that the MessagingEndUser record explicitly populates the lookup field for this target record (Account/lead).

 

Consent Status: Verified that the ConsentStatus field on the target MessagingEndUser record is explicitly populated as Implicitly Opted In or Explicitly Opted In (it is not null, blank, or set to Opted Out).

 

User & App Permissions: Confirmed that affected users are assigned Permission Sets containing both the Messaging Agent AND Agent Initiated Outbound Messaging App Permissions.(WhatsApp Agent, WhatsApp Admin)

 

Omni-Channel Routing: Confirmed that the users initiating the conversation are active members of the Queue (or possess the required Skills) associated with the channel’s Outbound Routing configuration.

 

Phone Number & Platform Key Formatting: Confirmed that the phone number on the record matches the MessagingPlatformKey on the Messaging User record.   

 

@* Service Cloud * 

2 answers
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Hello Friends,     Please suggest me to get the live web chat created in the salesforce service cloud, tried in all ways and configured the same in multiple times still no use.    Please provide me with some resources link to get out of this issue.     Many thanks for the support.     

1 answer
  1. Jul 20, 4:23 PM

    Hi Malli, 

     

    If you're using Chat with Your Customers (Enhanced Web Chat)

    in Service Cloud, I'd recommend validating the setup in the following order: 

     

    1. Ensure Messaging and Enhanced Web Chat are enabled in your org.
    2. Verify that your Embedded Service Deployment is active and linked to the correct Messaging Channel.
    3. Confirm that the generated deployment code/snippet is the latest version and is embedded correctly in your Experience Cloud site or Visualforce page.
    4. Check that the Experience Cloud site is published and the domain is accessible.
    5. Make sure the Messaging User, Queue, and Routing Configuration are configured correctly and that agents are online with the appropriate Presence Status.
    6. Open the browser's Developer Console (F12) and check for JavaScript errors or blocked network requests.
    7. Test the deployment in an incognito window to rule out browser cache issues.

    For reference, these official Salesforce resources are very helpful:

    • Enhanced Web Chat Implementation Guide
    • Messaging for In-App and Web Developer Guide
    • Embedded Service Deployment Guide
    • Service Cloud Messaging Setup Documentation

    If you're still facing issues, please share:

    • Whether you're using Enhanced Web Chat (Messaging) or Legacy Live Agent Chat.
    • Any browser console errors.
    • A screenshot of your Embedded Service Deployment configuration.
    • Whether the chat widget doesn't load at all or loads but cannot connect to an agent.

    That information will help narrow down the root cause.

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