Contact Request Flow in Salesforce
Salesforce Customer Contact Requests is another cool feature to enhance your customer’s experience in dealing with your company. It lets your customers submit a request for someone to get back to them. This way, there is no need for the customers to call your company, be kept on hold, and wait endlessly.
This document is Covered by
- Create a Contact Request Flow
- Add Contact Request Flow to the Community
- Allow Guest Users to Submit Contact Requests
- Test Contact Requests
Create a Contact Request Flow
Go to Setup and search Customer Contact Requests
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Click New Flow
Provide the Name, Description and Click Next
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Click arrow to move Selected Reason
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Assign a user or a Queue to own request
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Flow is created
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Add Contact Request Flow To Community
Go To Digital Experience and open the community
Click Builder
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Click Component
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Select Contact Request Button and Flow and Drag on the page
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Fill out the button Label and connect the Contact Request Flow also adding styles
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You can customize the button as per your wish
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Then publish the site
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Allow Guest Users to Submit Contact Requests
Go the settings
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Enable the public cccess
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Copy the Community Url
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Click The Guest Profile link
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Enable the paused flow
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Click Settings and click the Activate Community From the Administration
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Create a Sample Contact Request
Open the community URL in another browser
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Click the button “Request Help”
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Go to Setup and Type Contact Request
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Contact Request is Created
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