@ericrsmith35 - Bluesky Profile

From Indrajeet Sengupta: Example to implement e-invoicing with Revenue Cloud So for the sake of clarity, we will use an example for Vertex Netherlands to comply with E-Invoicing Let’s prepare the org. The first thing that we do is create fields on the Invoice level to get the org ready. Help article showing how to create custom fields in Salesforce: Here are the fields that we will create on the Invoice Object:

From Indrajeet Sengupta: Example to implement e-invoicing with Revenue Cloud

So for the sake of clarity, we will use an example for Vertex Netherlands to comply with E-Invoicing Let’s prepare the org. The first thing that we do is create fields on the Invoice level to get the org ready. Help…

08.10.2025 09:43 — 👍 0 🔁 0 💬 0 📌 0

From Indrajeet Sengupta: E-Invoicing with Revenue Cloud What is E-Invoicing? Imagine instead of printing an invoice, putting it in an envelope, and mailing it or emailing it, you create it in your accounting software and send it directly to your customer's accounting software in a structured digital format. That's e-invoicing in a nutshell. E-invoicing is the issuance and exchange of invoices in a structured electronic data format, designed for machine-to-machine readability and automated processing.

From Indrajeet Sengupta: E-Invoicing with Revenue Cloud

What is E-Invoicing? Imagine instead of printing an invoice, putting it in an envelope, and mailing it or emailing it, you create it in your accounting software and send it directly to your customer's accounting software in a structured…

08.10.2025 09:32 — 👍 0 🔁 0 💬 0 📌 0

Acceptance Due Date: The Omni-Channel SLA Sensation You Need Learn about routing with the new Acceptance Due Date, where you can set a target date for work to be routed in Omni-Channel, allowing for SLA based routing.

Acceptance Due Date: The Omni-Channel SLA Sensation You Need

Learn about routing with the new Acceptance Due Date, where you can set a target date for work to be routed in Omni-Channel, allowing for SLA based routing.

03.10.2025 19:36 — 👍 0 🔁 0 💬 0 📌 0

Salesforce Agentic Orchestration and Flow Innovation in agentic orchestration is accelerating rapidly, and our automation product teams have been hard at work improving Flow to make it easier than ever to bring agents and human-centered work together. With the Summer ’25 release, we’ve introduced powerful new capabilities that help you embed Agentforce agents into your automations and extract structured data from agent responses. I also have an update on how we’re tapping into MCP to make Flow and Action Platform capabilities available to the full power of all actions —connect any agent technology to the full power of Salesforce actions.

Salesforce Agentic Orchestration and Flow

Innovation in agentic orchestration is accelerating rapidly, and our automation product teams have been hard at work improving Flow to make it easier than ever to bring agents and human-centered work together. With the Summer ’25 release, we’ve introduced…

31.08.2025 20:29 — 👍 0 🔁 0 💬 0 📌 0

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Grow Smart with Agentforce: Treat Your AI Like a Teammate—Not Just a Tool

Part 4 of our Agentforce Series In Part 1, we helped you launch fast with FAQs.In Part 2, we showed you how to scale smart…

https://unofficialsf.com/grow-smart-with-agentforce-treat-your-ai-like-a-teammate-not-just-a-tool/

28.08.2025 20:53 — 👍 0 🔁 0 💬 0 📌 0

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Grow Smart with Agentforce: Boost Accuracy with Advanced Grounding

Part 3 of Our Agentforce Series In Part 1, we helped you launch fast with FAQs. In Part 2, we showed you how to scale smart using…

https://unofficialsf.com/grow-smart-with-agentforce-boost-accuracy-with-advanced-grounding/

20.08.2025 16:41 — 👍 0 🔁 0 💬 0 📌 0

Grow Smart with Agentforce: Turn Escalations into Your Enablement Engine Part 2 of our Agentforce SeriesIn Part 1, we covered how to get your AI agent live fast with FAQs. Now, we’re moving beyond launch. In this post, you’ll learn how to:🔍 Analyze escalations to uncover what your agent should learn next🧠 Use real case data to expand your AI’s knowledge🔁 Set up a repeatable process to improve performance every sprint…

Grow Smart with Agentforce: Turn Escalations into Your Enablement Engine

Part 2 of our Agentforce SeriesIn Part 1, we covered how to get your AI agent live fast with FAQs. Now, we’re moving beyond launch. In this post, you’ll learn how to:🔍 Analyze escalations to uncover what your agent should…

13.08.2025 16:45 — 👍 0 🔁 0 💬 0 📌 0

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Grow Smart with Agentforce: Train Your Agent Like a Human

Part 1 of our Agentforce for Service Email Series In this post, you’ll learn how to: ✅ Launch your AI fast using what you already have 📚 Train it like a…

https://unofficialsf.com/grow-smart-with-agentforce-train-your-agent-like-a-human/

07.08.2025 14:34 — 👍 0 🔁 0 💬 0 📌 0

FROM ROHIT GAMBHIR: UNLEASH THE POTENTIAL OF SCHEDULER AND AGENTFORCE Introduction Salesforce Scheduler just got a major upgrade with new capabilities powered by Agentforce and it’s a game-changer for appointment booking. Whether you're helping customers over chat or guiding them through a self-service flow, Agentforce makes it easier for agents to schedule appointments quickly and naturally. In this blog, we’ll walk through a few powerful ways to enhance that experience like making search smarter and conversations more human, so your team can deliver faster, more intuitive service.

FROM ROHIT GAMBHIR: UNLEASH THE POTENTIAL OF SCHEDULER AND AGENTFORCE

Introduction Salesforce Scheduler just got a major upgrade with new capabilities powered by Agentforce and it’s a game-changer for appointment booking. Whether you're helping customers over chat or guiding them through a…

30.07.2025 10:36 — 👍 0 🔁 0 💬 0 📌 0

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Enhanced Approval Requests

I recently had the opportunity to meet with the team responsible for the excellent AppExchange product that handles enhanced approval requests. It is available in both a free and a paid version. Their roadmap includes…

https://unofficialsf.com/enhanced-approval-requests/

18.07.2025 14:06 — 👍 0 🔁 0 💬 0 📌 0

Agentforce and External Services: A No-Code API Integration Guide As a Salesforce administrator, you're always looking for ways to make your org smarter and more efficient. Agentforce has already transformed how you handle sales and service inquiries, but what if your AI agents could access external information from any API to add agentic automation to any task? And what if you could set this up without writing a single line of code?

Agentforce and External Services: A No-Code API Integration Guide

As a Salesforce administrator, you're always looking for ways to make your org smarter and more efficient. Agentforce has already transformed how you handle sales and service inquiries, but what if your AI agents could access…

16.05.2025 23:35 — 👍 2 🔁 0 💬 0 📌 0

Use a Flow to Call a Prompt Get Data Back Disclaimer: This is more of a thought exercise than a valid use case, and contains some anti-patterns. It is meant to give one an example of parsing a prompt's output with Apex. Scenario From a screen flow on the account page, we want to surface a list of the top 5 best products most likely to sell at an account.

Use a Flow to Call a Prompt Get Data Back

Disclaimer: This is more of a thought exercise than a valid use case, and contains some anti-patterns. It is meant to give one an example of parsing a prompt's output with Apex. Scenario From a screen flow on the account page, we want to surface a list of…

22.04.2025 15:53 — 👍 1 🔁 0 💬 0 📌 0

Reporting on Service Cloud channels Reporting on Salesforce Service Cloud can sometimes feel like navigating a labyrinth. While the platform offers immense flexibility, it often leaves users yearning for more guidance. This blog aims to demystify the process, providing you with the insights and tools needed to harness the full power of Salesforce Service Cloud reporting. Simplifying the Complexity Traditionally, we've made it too hard for customers by offering a plethora of options without clear direction, or even making them aware of the options out there.

Reporting on Service Cloud channels

Reporting on Salesforce Service Cloud can sometimes feel like navigating a labyrinth. While the platform offers immense flexibility, it often leaves users yearning for more guidance. This blog aims to demystify the process, providing you with the insights and…

21.04.2025 19:13 — 👍 1 🔁 0 💬 0 📌 0

Flow’s Three Release Roadmap Check out our newly published post covering the things we're working on this year at Salesforce for the Flow family.

Flow’s Three Release Roadmap

Check out our newly published post covering the things we're working on this year at Salesforce for the Flow family.

05.03.2025 01:45 — 👍 1 🔁 0 💬 0 📌 0

From Vijay Pandiarajan: A Lookback at Major 2024 Flow Innovations Check out this great post from Vijay, a VP of Product Management on the Flow team at Salesforce.

From Vijay Pandiarajan: A Lookback at Major 2024 Flow Innovations

Check out this great post from Vijay, a VP of Product Management on the Flow team at Salesforce.

05.03.2025 01:15 — 👍 0 🔁 0 💬 0 📌 0

Spring ’25: Omni-Channel Standard Reassign Action Hi Salesforce friends!! I am super excited to share an awesome new feature by the Omni-Channel team in Spring ’25 release: the new ‘Reassign’ standard action. This new standard action allows reps to reassign work to different queues, agents, skills, or even invoke an Omni-Channel flow with just a few clicks. Let’s dive into the details: The new Reassign Action simplifies the setup process and accelerates time-to-value for Omni-Channel.

Spring ’25: Omni-Channel Standard Reassign Action

Hi Salesforce friends!! I am super excited to share an awesome new feature by the Omni-Channel team in Spring ’25 release: the new ‘Reassign’ standard action. This new standard action allows reps to reassign work to different queues, agents,…

28.02.2025 12:36 — 👍 0 🔁 0 💬 0 📌 0

Announcing Live Monitoring of AI Agent for Supervisors Revolutionizing Service Oversight with the Live AI Agents View Autonomous AI agents are revolutionizing the service industry, transforming how businesses engage with their customers. But for many service leaders, one critical question remains: What are the AI Agents actually saying to my customers? With the new AI Agents tab in the Service Cloud Supervisor experience, supervisors gain unprecedented visibility into and control of the real-time conversations that Agentforce agents are having with customers.

Announcing Live Monitoring of AI Agent for Supervisors

Revolutionizing Service Oversight with the Live AI Agents View Autonomous AI agents are revolutionizing the service industry, transforming how businesses engage with their customers. But for many service leaders, one critical question remains:…

21.02.2025 00:46 — 👍 0 🔁 0 💬 0 📌 0

Sample Use Cases for Flow Launcher & Datatable I've written an article on the Flow Launcher from the App Exchange and included a few use cases showing how to use Datatable Row Actions to launch pop-up screen flows to do things like edit records or add new records to a Datatable. Get the complete story here.

Sample Use Cases for Flow Launcher & Datatable

I've written an article on the Flow Launcher from the App Exchange and included a few use cases showing how to use Datatable Row Actions to launch pop-up screen flows to do things like edit records or add new records to a Datatable. Get the complete…

18.02.2025 21:37 — 👍 1 🔁 0 💬 0 📌 0

Flow Product Team Survey: Application Lifecycle Management Hey folks! The Flow product team wants to hear from you on making flows even better with Application Lifecycle Management (ALM) processes. We’ve created a short 3-5 minute survey that will give you the opportunity to rank what is keeping you from adopting it more widely in organizations with strict compliance, CI/CD, or development needs. If you like, you can also opt-in to Salesforce Research to provide even more input 1 on 1 with our researchers. Here is the survey:

Flow Product Team Survey: Application Lifecycle Management

Hey folks! The Flow product team wants to hear from you on making flows even better with Application Lifecycle Management (ALM) processes. We’ve created a short 3-5 minute survey that will give you the opportunity to rank what is keeping…

13.02.2025 02:35 — 👍 0 🔁 0 💬 0 📌 0

What’s new for Datatable and other UnofficialSF components I’ve released a new version of the Datatable component (4.3.5). In addition to the Remove Row Action, I’ve added a new Standard Row Action and improved reactivity with a new single “Actioned Row” output. When a row is “actioned”, you can fire off other reactive screen components like Flow Launcher or Screen Actions. This lets you now do almost anything you want when clicking on a row action.

What’s new for Datatable and other UnofficialSF components

I’ve released a new version of the Datatable component (4.3.5). In addition to the Remove Row Action, I’ve added a new Standard Row Action and improved reactivity with a new single “Actioned Row” output. When a row is “actioned”, you can…

28.01.2025 21:17 — 👍 1 🔁 0 💬 0 📌 0

A new version of Datatable has been released (v4.3.3) I have released a new version (4.3.3) of the Datatable component that adds a new feature and squashes some outstanding bugs. The latest addition lets you specify column filters that will match reco…

Check out the latest enhancements to my Datatable component for #Salesforce #Flow
unofficialsf.com/a-new-versio...

22.11.2024 17:27 — 👍 8 🔁 2 💬 1 📌 2

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