My Salesforce notes

As the Live chat team is changing overtime and sometime a new Chat user was not set up properly to get them up and run. This post is just a note or reminder for all permission and configuration an admin has to do when assigning Live Agent permission: 1. Check Service Cloud User and Chat User on User Details. 2. In User Detail, assign Live Agent Representative and Sales Console User permission to them. 3. Assign new user in Live Chat queue 4. Add new user to Chat Agent Configurations 5. Add new user to Presence Configurations

I'm sure that many Salesforce admin already encountered the this Process builder error when building automation referencing a field on a related record (aka lookup field): ' The flow failed to access the value because it hasn't been set or assigned ' and came across this Salesforce document . However, it does not help in case of referencing a User lookup field. ------------------------------- Use case: when a lead's ownership is transferred to another user, respective fields are updated based on their profile.  Error element myDecision (FlowDecision). The flow failed to access the value for myVariable_current.Owner:User.ProfileId because it hasn't been set or assigned. --------------------------- Workaround:  Have a condition to check if the record is assigned to a user or a queue before checking their profile id for respective actions. Records owned by user: BEGINS([Lead].OwnerId, "005") Records owned by queue: BEGINS([Lead].Owne...