How to enable Flex Card Designer in omnistudio salesforce org

 Solution: Go to Setup --> Object Manager --> Omni UI Card object --> Lightning Record Pages and click on 'Vlocity Card Designer'

click on view as shown below

 The lightning page gets opened as shown below

Click on Activation and then assign to org default 

 click on 'Next' and then save.

That's it. The flex card designer is ready now 

Output:

Before:

After:

knowledge setup or enable knowledge articles in salesforce

Go to setup --> Service Setup and Clink on Knowledge Setup

The following screen appears 

Click on Start

Select the user/people and click on Next

Add data category if needed and click on Next

Click on Finish 

The knowledge setup is done successfully.

Note: After you enable Lightning Knowledge, you can’t disable it.

How to enable or turn on Agentforce in salesforce

Solution: Go to Setup --> Einstein --> Einstein Generative AI --> Agents and enable the toggle icon of 'Agentforce' as shown in images below 

How to enable or turn on Einstein in salesforce

Solution: Go to Setup --> Einstein --> Einstein Setup and enable the toggle icon of 'Turn on Einstein' as shown in images below 

Objects in Salesforce and their extensions

 

Object Type	Object Name	API Name (Extension)	Explanation
Standard Objects	Account	Account	No suffix
Custom Objects	Any custom object	Custom_Object__c	End with __c (e.g., Invoice__c).
Big Objects	LargeDataObject	LargeDataObject__b	End with __b, used for handling large data sets.
External Objects	External Data Object	External_Object__x	End with __x, used for integrating with external data sources.
Platform Events	Custom Event	Custom_Event__e	End with __e, used for event-driven architecture.
Metadata Objects	Custom Metadata Type	Custom_Metadata__mdt	End with __mdt, used for storing metadata configuration.
Settings Objects/Custom Seetting	Custom Settings	Custom_Setting__c	End with __c, used for custom settings.
Data Lake Object (DLO)	Data Lake Object	Data_Lake_Object__dlm	End with __dlm
Data Model Object (DMO)	Data Model Object	Data_Model_Object__dmo	End with __dmo
Engagement Object	Engament Object	Engagement_Object__e	End with __e

metadata to retrieve the Einstein prompt templates in visual studio code salesforce

 Solution:

<?xml version="1.0" encoding="UTF-8" standalone="yes"?>

<Package xmlns="http://soap.sforce.com/2006/04/metadata">

    <types>

        <members>Test_Prompt</members>

        <name>GenAIPromptTemplate</name>

    </types>

    <version>63.0</version>

</Package>

Output:

Note: Test_Prompt is the api name of the respective prompt template.

Call the prompt template from Apex Salesforce

 

Solution: You can call the prompt template from Apex as shown in example below

Note: Test_Template is the sample flex template created and Lead is the object associated with it.

                                       

public class PromptTemplateController {

    public static void callPromptTemplate() {

        Map<String, String> property = new Map<String, String>();

        List<Lead> lstLead = [Select id,name from Lead];

        property.put('id', lstLead[0].id); // parameters to the prompt template

        ConnectApi.WrappedValue propertyValue = new ConnectApi.WrappedValue();

        propertyValue.value = property;

        Map<String, ConnectApi.WrappedValue> inputParams = new Map<String, ConnectApi.WrappedValue>();

        inputParams.put('Input:Lead', propertyValue); // Property is the API Name we gave to the input

        

        ConnectApi.EinsteinPromptTemplateGenerationsInput executeTemplateInput = new ConnectApi.EinsteinPromptTemplateGenerationsInput();

        executeTemplateInput.additionalConfig = new ConnectApi.EinsteinLlmAdditionalConfigInput();

        executeTemplateInput.additionalConfig.applicationName = 'PromptBuilderPreview';

        executeTemplateInput.isPreview = false;

        executeTemplateInput.inputParams = inputParams; 

        String promptTemplateName = 'Test_Template'; //prompt template api name

        

        ConnectApi.EinsteinPromptTemplateGenerationsRepresentation generationsOutput = ConnectApi.EinsteinLLM.generateMessagesForPromptTemplate(

            promptTemplateName,

            executeTemplateInput

        );

        if(generationsOutput != null && generationsOutput.generations != null){

            ConnectApi.EinsteinLLMGenerationItemOutput response = generationsOutput.generations[0]; 

            String res = response.text;

            System.debug('Response:::'+res);

        }

    }

}

call the method from the Developer console using the code below

PromptTemplateController.callPromptTemplate();

Output:

Send an email using apex class salesforce

 

Solution: Use sendEmail method as shown in the example below

public class EmailController {

    public static void sendEmail() {

        List<String> lstToAddress = new List<String>();

        lstToAddress.add(UserInfo.getUserEmail()); //Add email to whom email needs to be sent

        Messaging.SingleEmailMessage email = new Messaging.SingleEmailMessage();

        email.setToAddresses(lstToAddress);

        email.setSubject('Test Email'); // Give subject of the Email

        String body='Email Content'; // content of the email

        email.setPlainTextBody(body);

        Messaging.sendEmail(new Messaging.SingleEmailMessage[]{email});

        System.debug('Email Sent');

    }

}

Call the method from developer console using below code

EmailController.sendEmail();

Output:

Go through the resource https://developer.salesforce.com/docs/atlas.en-us.apexref.meta/apexref/apex_classes_email_outbound_single.htm to learn more details.

Get the api name of the prompt template in salesforce

 

Solution: Open the respective prompt template by navigating from setup --> Prompt template --> click on prompt template.

Click on the Settings icon and find the API Name of the prompt template

How to add a custom button on the record detail page in salesforce

Problem: As an example, want to show a custom button on the account record detail page

Step 1: Create a custom button of type 'Detail Page Button' on the detail page object i.e. Account

Go to Setup --> Object Manager --> Account --> Buttons, Links and Actions section --> click on 'New Button or Link' as shown in the image below

Create a custom Button as shown below by making sure you select display type as 'Detail Page Button'.

Step 2: Go to the page layout of the detail page. In this example, associated account page layout.

Add the button to the 'Account Detail' section as shown in the image and save the layout.

Save the account page layout and then refresh the account record.

The custom button will now appear as shown in the image below 

How to add a custom button on the related list of a record detail page in salesforce

 Problem: As an example, want to show a custom button on the contact related list of the account record.

Step 1: Create a custom button of type 'List Button' on the associated related list i.e. contact.

Go to Setup --> Object Manager --> Contact --> Buttons, Links and Actions section --> click on 'New Button or Link' as shown in the image below

Create a custom Button as shown below by making sure you select display type as 'List Button'.

Step 2: Go to the page layout of the detail page. In this example, associated account page layout.

Click on the settings icon of the associated contact related list and the following screen appears.

Select the respective button in the custom Button section as shown in the image and click on ok.

Save the account page layout and then refresh the account record.

The custom button will now appear as shown in the image below 

How to update/insert salesforce record with data present in Map which is dynamically generated in apex salesforce

 Problem: We have the Map which will store the field api name and its respectively value which is created at run time.

We need to insert/update respective record with this map data dynamically without hardcoding.

Solution:

Map<String,string> dataMap = new Map<string,string>{'Name'=>'Test'};

Schema.SobjectType targetType =Schema.getGlobalDescribe().get('Account');

Sobject obj = targetType.newSobject();

for(String fieldName : dataMap.keyset()) {

obj.put(fieldName,dataMap.get(fieldName));

}

insert obj;

System.debug('Account: '+obj);

Output: