Questions tagged [einstein]

Salesforce Einstein is a layer within the Salesforce platform that infuses Artificial Intelligence features and capabilities across all Salesforce Clouds.

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11 views

Create Dataset of Account with or without contacts in Einstein Salesforce

I have created a dataflow where I pull accounts and contacts and apply a augment such that Contact having left source with Key Account.Id while Account having right source with Key Id. Now I am able ...
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17 views

Is Einstein STO activity in journey builder considered a “wait activity” for the purposes of Exit Criteria?

Given that the Einstein STO activity must be immediately followed by an Email activity, I'm wondering how this works with Exit Criteria? Documentation for Exit Criteria says "Journey Builder ...
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how to increase Einstein chat bot message size limit

I am working on Einstein chat bot the message limit is 255 characters but i have long message to add but we can add by '+' symbol but I have long URL to add in the same message so i want to increase ...
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19 views

Is it possible to deploy Einstein Email Insights configurations between orgs with change sets and/or Gearset?

Is it possible to deploy Einstein Email Insights configurations between orgs with change sets and/or Gearset? If so, what are the objects/configurations called?
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13 views

How to get the Contact details in Email from Einsten Bot

I've created an Einstein Chat... when a user enters his name and email as below and closes chat with the further details I want to send email to one of the internal team member and and also to the ...
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sometimes end chat doesn't show the message

I have this problem In this Dialog, the bot should say "Bye!" and in sequence end chat... But sometimes the bot doesn't show "Bye!" and just end chat... Why? Please, help me
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19 views

How to use imagesInEinsteinBot in Messaging?

I am following this guide: https://heysalesforce.org/posts/use-images-and-videos-in-einstein-bot he learns how to customize the text in Einstein Bot and this works in chat but I need to use this ...
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38 views

Send Time Optimization across business units

I have a lot of child business units handling marketing sends on country levels. All of these child business units have Einstein STO turned on. Some links in the mails sent on child business unit ...
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29 views

Einstein Bots - Classic or Lightning Knowledge

I am working on presenting Einstein Service features to our executive team with high focus on Einstein bots. Currently our support team is using Lightning console but Knowledge is still hosted in ...
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Tracking Einstein Product Recommendation Email link click

Hello I am working with Einstein Email Recommendation and was wondering if there is anyway to track whether customers click the product recommendation link provided by Einstein in the email. Currently,...
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24 views

Can't find Einstein Activity Capture in personal settings, to connect calendar

I've enabled Einstein Activity Capture with G Suite for my org and now trying to connect a Google calendar. I've tried to follow the instructions to connect a calendar as described in this article, ...
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Einstein Recommendations - How to Import Offline or Historical Data Feeds?

How does one go about importing an offline or historical data feed of purchases into Marketing Cloud? Reading the documentation I know it can be done: https://help.salesforce.com/articleView?id=sf....
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How to custom inactivity message in Einstein Bot

I would like to show a message after 10 minutes without interaction from the user. How to custom this? Today, the chatbot shows "No Agents are available" and End Chat immediately after ...
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50 views

Einstein Streaming Updates through API not working update_item_secure.json

Apparently Salesforce is retiring the old version of streaming catalog updates this year. So they suggested we switch. I am trying to do the streaming updates for the new API call, but I'm getting a ...
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Error in query bindings

I wanted to create a new binding in order to be able to filter the table by Regions. Could you please help me with the query below? q = load "OpptyLineItems"; q = foreach q generate 'Id' as ...
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63 views

How can you add AMPscript to an asset URL in Einstein Content Selection?

We use AMPscript to add our discount codes to our email URLs. We add something like this to the top of our emails: %%[ Var @campaign, @pcode Set @campaignID = "campaigncode" Set @pcode = &...
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49 views

Einstein Bot - How to use variable in Object Search Custom Value

I have two 'Object Search' in my Chatbot. The first Object Search is to find a Product, and I save the result in a custom variable. This works normally. The second Object Search would is to find the ...
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23 views

Einstein bot - Display Dynamic Options Name from Record

I'm trying to display accounts name from a list in a chatbot question, so the contact interacting with the einstein bot can select The accounts are stored in a list Objects variable with the API name: ...
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58 views

How to show variable's value in Dialog Name (Einstein Bot)

please help me I need show the Product's Name in the Menu, i think image talk all: I have a menu, with two options, and the first show a text with a variable, but {!Product} don't works, there is a ...
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83 views

Einstein Email Recommendation Set User Info

I'm trying to figure out how to implement Einstein Email Recommendation - especially how to implement the codes and I'm still confused with the SetUserInfo Code: <script type="text/javascript&...
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26 views

Not able to access Einstein bot on Community

I have created an Einstein Bot. Its preview works as expected in Bot Builder. Then I have added it to Community as Embedded Service Deployment. It was added but my main goal is to make it work even if ...
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29 views

why cannot i use two action apex (Einstein Chat bot)

I have this process: My Welcome, when the process starts, there is an action that calls an apex to generate, save and return the user id to the bot. Then, the user enters the product name, and ...
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26 views

Einstein Sentiment Analysis only giving Neutral & Happy sentiments

I'm very new to Salesforce development & I'm trying to implement Einstein Sentiment Analysis in a project where it gives the sentiment based on a Contact's latest Case Subject & Description. I ...
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34 views

How can i call message passing variable? Einstein bot Salesforce

how are you? Please, help me, i have a Einstein Bot, with dialog's welcome and after he can go to 3 dialog's differents, ABC, DEF, GHI are products, using processing natural language, are dialogs ...
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21 views

Bot Einstein - Link displayed as text

I generated code for Einstein chat bot. But on one Site, Links are displayed as hyperLink and on the other as text. In Local, everything works On my site : Any Idea?
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23 views

Can I deactivate the user who is also the owner of an Einstein Dashboard/ Dataflow. On deactivation, the dashboard was not reflecting updated data

Can I deactivate the User who is also the owner of an Einstein Dashboard/ Dataflow. These dashboards are used by executives and on deactivation, the dashboard was not reflecting updated data. However, ...
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27 views

How to install Einstein module in Salesforce Commerce Cloud?

Does anyone how to install and upload Einstein module on the Salesforce commerce cloud? Till now, i went through trailblazers some documentation but I could not any relevant information on that topic. ...
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10 views

Einstein Chatbot doesn't load on .de domain website

i can test the chatbot in the einstein builder and on visualforce-page, but not on an own website with the code from the embedded service chat code. Is there anything to do?
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18 views

Einstein Activity Capture and Email Change

I have einstein activity capture set up in an org. I wish to change the email id associated with the users and maintain the sync between Salesforce and Gmail. I have changed the email id in the user's ...
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40 views

Einstein Activity Capture-User unable to connect their microsoft exchange account with Einstein

One of my users unable to connect their Microsoft exchange account with Einstein. I have assigned permission set license- Standard Einstein Activity Capture User & permission set-Standard ...
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56 views

How to change the UI of Einstein Chat Bot in Salesforce. Already tried Branding but i want to change more?

I have gone through the bot cookbook. I want to change the complete UI of Salesforce Einstein Bot. I have gone through Snapin Chat Web developer Guide How to change the CSS of Bot ? Please share the ...
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1answer
36 views

Object type of email synchronized with Outlook

I use Einstein Activity Capture to synchronize emails between Office and Salesforce. When I send an email to a contact from Outlook, the email is synchronize with the contact in Salesforce. ...
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1answer
25 views

Tealium Tag Manager and Einstein Cart Triggers

Client uses Commerce Cloud, connected to Marketing Cloud via the Cartridge, and we'd like to configure Abandoned Cart triggers using Einstein. When we asked the client to install the Collect Code ...
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Unable to push salesforce EinsteinBot Version to Sandbox from VS-Code

** <members>*</members> <name>Bot</name> </types> <version>51.0</version> **I'm not able to push the EinsteinBot version XML from Vs-code to ...
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Prediction Builder

is it possible to Create prediction on how much records will get created in particular object in next month on the basis of old data with the help of Einstein prediction builder in salesforce. I want ...
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Why isn't Salesforce Einstein OCR working with public links hosted by my domain?

I am currently working on integrating Einstein OCR functionality to detect the content of a certain .pdf or .jpg file. The issue I'm facing regards the inability of the API to access documents that ...
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Emphasize purchased products & wishlisted products in Einstein Recommendation

We now have a use case where we need to get Einstein recommendation to emphasize products the customer has added to wishlist & previously purchased, before logics that personalize based on product ...
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1answer
105 views

New behavioral triggers Abandoned Cart block showing one product twice with regular and sales price

We are using the new Behavioral triggers block and we are having an issue... Most of the time, the product is showing twice. It appears to be showing the Master and Variant from the catalog. But I ...
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29 views

Einstein Bot License and Access Doubt

I had a requirement of setting up Einstein Chatbot for various storefronts and I had few questions which as posted as below: If a Einstein Chatbot is placed on various storefronts (CloudCraze/B2B ...
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34 views

Einstein Web Recommedation reporting buggy for clicks and purchases

We are using web & email recommendations out of Salesforce Marketing Cloud and have trouble with the reporting tab on the web recommendations. It shows weird values for Influenced % and ...
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1answer
161 views

Einstein Engagement Frequency understanding

I am having issues understanding how the Einstein Engagement Frequency dashboard work. I see we have a high % of consumers who are oversaturated but I cannot see the reason why (apart from the number ...
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1answer
218 views

Einstein dataflow sync node error

I am trying to create a data set for Campaign object in our sandbox but get an error on Sync Campaign (Replication) when the dataflow runs: Something went wrong while executing the Sync_Campaign node: ...
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89 views

API for Einstein Content Selection

I want to automate pushing new assets to Einstein Content Selection. Is there a way to do that like an API? Also I’m wondering if there is a way to mark assets that are already in SFMC Content Builder,...
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105 views

FIle Transfer in Chat (Einstein Bot)

when i am requesting file from the visitor using einstein bot the user uploads a file under 5mb but it does not show up in the agent chat it shows waiting for visitor.attaching what i am seeing.what ...
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47 views

Auto Popup live chat option

For one of my clients, I'm implementing live chat with the Einstein Chatbot. I'm want to auto open the chat option with some predefined text like Need any help Currently, all the users have to click ...
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100 views

Einstein Activity Capture doesn't sync followed contacts

Hello, I use Eintein Activity Capture to sync contacts, emails and events with Oulook (I have more thant 100 000 contacts in Salesforce). In the advanced sync settings tab, I checked "Sync ...
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96 views

Contacts are not synchronized with Einstein Activity Capture

Hello, I test Einstein Activity Capture to synchonize contacts and emails between Salesforce and Outlook in a sandboxe. I followed the trailhead (https://trailhead.salesforce.com/en/content/learn/...
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62 views

Einstein Analytics - SAQL - Compute expression in Dataflow - Convert date field to Quarter Year (“ie Q1 YYYY”)

I am trying to create a new column that is able to take a date field and essentially turn it into a text string that indicates the quarter and year based on the date being pulled (i.e., if the month ...
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96 views

Disable contact birthday events with Einstein Activity Capture

is there a way to disable contact's birthday event with Einstein Activity Capture? Every day, I get a lot of event notifications in Outlook because of contact's birthdays. Thanks
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Einstein Analytics dashboard picklist value is not showing

we have a dashboard with 3 datasets, but in the dashboard while choosing a picklist value we are not able to see the 4th value, all recordtypes have access to that field. What could be the other ...

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