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          Contact Request Considerations

          Contact Request Considerations

          Review the following considerations for setting up and working with contact requests in Agentforce Service (formerly Service Cloud).

          Required Editions

          View supported editions.

          Setup Considerations

          • Flows created from the Customer Contact Requests page in Setup don’t appear in the list of flows on the Flows page.
          • You can create contact request flows directly in Flow Builder, but we recommend that you use the guided setup experience on the Customer Contact Requests page in Setup.
          • If you customize the Reason picklist values after the flow is created, you must manually update the picklist values in Flow Builder. Updates to field values aren’t synced with the flow.
          • Contact request flows don’t support pause actions on flow screens. If you enable the Pause action in Flow Builder, the action is ignored at run time.
          • To use a contact request flow provided in an AppExchange package, update the contact request owner to user in your org. To update the owner, use Flow Builder or the Cloud Flow Designer. Specify a user that has at least read permission on the contact request object.

          Service Rep Considerations

          • By default, all Standard User and System Administrator profiles have access to the object. Make sure that your service rep profiles have at least read access on the contact request object.
          • To save service rep time, when they relate a contact request to a new record, we populate relevant fields with information from the contact request. For example, when a service rep relates a contact request to a new case, we populate the Status, Priority, Case Origin, Web Phone, Subject, and Description fields on the case record. For new accounts, we populate the Phone field. For new opportunities, we populate the Description field.
           
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