Mytutorialrack

Blogs

Home - Archives for 2025

Invocable Methods in Salesforce
Salesforce

Invocable Methods in Salesforce

In Salesforce, Sometime we need to automate processes like creating records, sending emails, or updating data — not just through buttons and triggers, but from tools like Flows, Prompt Builder, or even external integrations. This is where Invocable Methods become super useful. In this blog post, we’ll take a deep dive into Invocable Methods in

Read More »
Agentforce SDR Agent
Salesforce

Agentforce SDR Agent: A Comprehensive Guide

Agentforce Sales Development Representative (SDR) agent is an autonomous agent that helps you scale your top of funnel efforts, streamline prospect qualification, and generate pipeline around the clock. By handling initial outreach, Agentforce SDR agent gives sales reps more time to nurture relationships. Agentforce SDR agent acts as a user in your organization, with its

Read More »
Call an Aura Component in a Visualforce Page
Salesforce

Call an Aura Component in a Visualforce Page using Lightning Out

Lightning Components for Visualforce is based on Lightning Out (Beta), a powerful and flexible feature you can use to embed Aura Component and Lightning web components into almost any web page. When used with Visualforce, some of the details become simpler. For example, you don’t need to deal with authentication, and you don’t need to

Read More »
Prompt Builder
Salesforce

Unlock AI-Powered Files Analysis in Salesforce with Prompt Builder

Salesforce is constantly evolving, and with the latest update, Prompt Builder just got even more powerful! Now, you can directly upload files to Prompt Templates, and Salesforce will analyze them using AI to give smart, meaningful responses based on the instructions (prompts) you provide. In this blog post, we’ll guide you through step-by-step process ,how

Read More »
Prompt Builder
Salesforce

Prompt Builder Magic: Analyze Documents and Extract Text in Salesforce

With the rise of AI-powered experiences across all the things , businesses are looking for smarter ways to interact with data, automate decisions, and enhance user workflows. Enter Salesforce Prompt Builder — a no-code/low-code tool that brings the power of generative AI directly into your Salesforce org. Simplify your users’ daily tasks by integrating generative-AI

Read More »
Transfer Chat from Einstein Bot to Agentforce Service Agent
Salesforce

Transfer Chat from Einstein Bot to Agentforce Service Agent

In Salesforce, Agentforce conversations are billable per conversation. If a user visits your bot just for basic information, starting the conversation directly with Agentforce can incur costs unnecessarily. To optimize this or cost saving , you can Transfer Chat from Einstein Bot to Agentforce Service Agent ,use Einstein Bot for handling simple tasks and only

Read More »
Service Agent
Salesforce

Transfer/Escalate Chat to Live Agent From Agentforce Service Agent

After you’ve successfully created and deployed your Agentforce Service Agent on an Experience Site or any other platform, you may want to escalate the chat to a live support agent when needed. This blog post will guide you step-by-step on how to set this up in your Salesforce org. Step 1: Verify Agentforce Service Agent

Read More »
Agentforce Service Agent
Salesforce

Configuring the Agentforce Service Agent over Experience Site

Agentforce Service Agent is a massive leap forward in customer service automation. It’s a trusted conversational AI agent that seamlessly supports customer service teams. Unlike traditional chatbots that rely on rigid, declarative dialogs, these autonomous agents use generative AI to operate 24/7 across self-service portals and messaging channels to handle tasks, make decisions, and provide

Read More »
Data Cloud
Salesforce

Ingesting File Attachments from All Salesforce Objects to Data Cloud

Salesforce has released an update to Data Cloud that lets you directly upload files and attachments from any Salesforce object. In this blog post, we’ll explain the whole process step by step. Ingest content documents that you’ve added as file attachments to standard and custom Salesforce objects so that you can index them for search.

Read More »