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Hi @Jeannine Robitaille

Web-To-Lead and Web-To-Case functionalities in Salesforce, is designed to support reCAPTCHA v2 exclusively. This means that when implementing Web-To-Lead or Web-To-Case, you can only use reCAPTCHA v2 for spam prevention and bot detection. 

At present, reCAPTCHA v3 is not supported natively by the Web-To-X framework. If you wish to use reCAPTCHA v3, it would require a custom implementation involving external verification through APIs or custom code within Salesforce to handle the response generated by reCAPTCHA v3. 

Thanks

Hello @Madan C N

It seems the issue might be due to the user context or permissions when triggering the flow via Agent Action. Ensure that the Agent user has the necessary "Send Email" and other relevant permissions, like "API Enabled." Check the email deliverability settings in Salesforce to ensure emails aren't restricted. Verify that the sender's email address is allowed, and review Apex logs for any issues during email sending. Additionally, confirm if Agent Builder uses a different context that could affect the flow's ability to send emails. If these steps don’t resolve it, consider reaching out to Salesforce support. 

Hello,  

First, you can explore Salesforce’s built-in solution, Files Connect, which allows you to link external file systems like Google Drive. With Files Connect, you can browse, search, and attach Google Drive files to Salesforce records while keeping the files stored in Drive. However, it doesn’t support automatic folder creation or advanced nested folder structures.  

If you have specific requirements, such as automating CSV data exchange between Salesforce and Google Drive, Skyvia could be a helpful option. Skyvia is a no-code integration platform that simplifies the import and export of CSV data. While it doesn’t support folder creation or direct file linking, it can automate data transfers, ensuring that updates in Salesforce are reflected in Google Drive files or vice versa. 

Hope this helps!

thanks Tushar,  

Verify steps and  continue error :( 

One option is to use Skyvia (https://skyvia.com/data-integration/integrate-salesforce-google-drive). It lets you import CSV files from Google Drive into Salesforce by connecting both services and mapping file columns to Salesforce fields. You can schedule the import or run it manually, and it handles data validation and record creation automatically.

Hi @Christopher Pustizzi

To create a button or action on the Account and Contact records to file a complaint, you can follow these steps:

1. Create a Custom Button or Link:
   • Go to Setup.
   • In the Quick Find box, type Object Manager and select it.
   • Select Account or Contact (you'll need to repeat these steps for both objects).
   • Go to Buttons, Links, and Actions.
   • Click New Button or Link.
   • Fill in the details:
     • Label: File a Complaint
     • Name: File_a_Complaint
     • Display Type: Detail Page Button
     • Behavior: Display in new window
     • Content Source: URL
     • URL: /lightning/o/Complaint__c/new?defaultFieldValues=AccountId={!Account.Id},ContactId={!Contact.Id}
2. Add the Button to the Page Layout:
   • Go to Page Layouts under the same object (Account or Contact).
   • Select the layout you want to edit.
   • Drag the File a Complaint button to the Salesforce Mobile and Lightning Experience Actions section.
   • Save the layout.
3. Create a Flow to Handle the Complaint Creation:
   • Go to Setup.
   • In the Quick Find box, type Flows and select it.
   • Click New Flow.
   • Select Screen Flow and click Create.
   • Add the necessary screens to ask the questions you need for the complaint.
   • Use the Create Records element to create a new Complaint record with the information collected.
   • Save and activate the flow.
4. Add the Flow to the Button:
   • Go back to the custom button you created.
   • Update the URL to launch the flow:
     • URL: /flow/Your_Flow_API_Name?AccountId={!Account.Id}&ContactId={!Contact.Id}

By following these steps, you will have a button on the Account and Contact records that, when clicked, will ask a couple of questions and create a new Complaint record. 

Hope it helps 

Hello @Ashish Sharma

AgentForce doesn’t natively offer built-in image scanning capabilities like recognizing a photo’s size, clarity, background color, or file format

to do this using the following:  

To enable this, you'd typically use:

1. LWC (Lightning Web Component) + External API

You can create an LWC file upload component and integrate it with:

• Apex: To get metadata like file name, format, and size.
• JavaScript (LWC): To analyze resolution and basic image properties.
• External AI/ML APIs: For more advanced features like blurriness detection or background color.

2. Use of External Image Analysis APIs

To analyze the photo further, use APIs like:

• Google Vision API
• Amazon Rekognition
• Azure Computer Vision

These can give:

• Clarity score (blurry vs sharp)
• Background color detection
• Object/face detection
• Image dimensions
• Format (JPEG, PNG, etc.)

3. Custom Flow or Apex Class

Once the analysis is done, AgentForce can:

• Automatically read the returned specs.
• Show them in a custom UI panel.
• Or attach them as comments/notes to the image or record.

Thank you all for your input. I ended up creating a formula field that copies the current stage value as text and used that in the formula. Works like a charm. 

Here is what the end result looks like: 

AND( 

ISCHANGED(StageName), 

PRIORVALUE( Current_Stage__c ) = "1: Discovery", 

ISPICKVAL(StageName, "2: Demo"), 

$

<> "System Administrator", 

$

= "Sales Opportunity", 

OR( 

ISBLANK(Compelling_Event__c), 

ISBLANK(Champion__c), 

ISBLANK(Decision_Criteria__c), 

ISBLANK(Buying_Process_Understood__c), 

ISBLANK(Identify_Economic_Buyer__c) 

) 

)