With the new Email-to-Case threading behavior, incoming emails aren’t matched using Ref IDs. Instead, they are matched using a new secure token in the email subject or body. If no match is found, we also check metadata that’s contained in the email headers. Email-to-Case is backward compatible until you turn on Lightning threading. What is […]
Spring 25: Transition to New Email Threading Behavior Read More »
Salesforce will retire legacy Chat products (LiveAgent, Salesforce Chat, Embedded Chat, and Service Chat) on February 14, 2026. Below are the editions affected by this retirement. We can continue using current Chat services and implementations through the announced retirement date. However, all customers will need to migrate to our new Messaging for In-App and
Legacy chat retirement (Messaging for In-App and Web) Read More »
In recent months, there has been considerable excitement surrounding Salesforce Data Cloud and Einstein AI. Adding to the intrigue, at Dreamforce 2023, Salesforce unveiled Free Data Cloud. This announcement has sparked doubled curiosity. Now, all customers with Enterprise Edition or higher can access Data Cloud and Tableau at zero cost. For additional information, please refer
Demystifying Data Cloud for Beginners Read More »
Salesforce developers who have implemented Service cloud with Omni channel features might know this hack very well. This article is for those who have been onboarded into a project that extensively uses chat and chatbot features. In order to test any small change on chat, – need to launch the chat functionality most of the
How do I simulate omnichannel chat in Sandbox? Read More »
For individuals like myself who often find themselves juggling numerous tabs simultaneously—perhaps one for sandbox UAT, another for testing, and yet another for client production instances, among others—keeping track of each tab’s purpose can be quite the challenge. However, an effective and efficient solution lies in leveraging favicons. These small but mighty visual cues provide
Leveraging Colored Favicons in Salesforce: Chrome Extension Read More »
Shield Platform Encryption offers several types of encryption. Users never see encrypted data because it is encrypted immediately prior to database insertion and decrypted immediately following a database query. These encryption types offer varying levels of security and functionality, allowing organizations to choose the most suitable encryption approach based on their specific requirements and use
Shield Platform Encryption: Deterministic encryption scheme considerations Read More »
Salesforce Shield Encryption is a set of security features offered by Salesforce to help organizations protect their sensitive data within the Salesforce platform. Salesforce Shield Encryption includes the following components: This article focused on platform encryption, which allows us to encrypt data at rest. “At rest” means any data that’s inactive or stored in files,
“Safeguarding Secrets with Salesforce Shield Encryption” Read More »
Single sign-on (SSO) is an authentication method that enables users to access multiple applications with one login and one set of credentials. The below artcile covers the fundamentals of Salesforce Single Sign-On (SSO), exploring implementation steps to configure in your organization to enable third parties as authentication providers to login to Salesforce. For example, logging
SSO Made Simple: Streamlining Access to Salesforce Read More »
As we all know, Salesforce Marketing Cloud has many builders and studios to send messages as emails, SMS, and push notifications using Email Studio and Mobile Studio. Also, WhatsApp messages can be sent to subscribers. Recently, with increased popularity, clients are asking for message delivery to the Slack channel. Salesforce has acquired Slack, and there
How to send messages to Slack from Marketing Cloud Read More »
In a typical healthcare or customer-centric organization, individuals’ names, emails, and date of birth are commonly used to identify duplicates. However, many are perplexed by the fact that Salesforce matching rules do not support date fields, which presents a significant drawback in identifying duplicate contacts. How do I get rid of this problem??
How to use date-type fields in the duplicate Matching Rules criteria? Read More »
