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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12 views

Einstein Bot - Bot abruptly closing when there is no online agent

I'm new with the Einstein Bot development so I would like some help on it. I've created a Bot that is working quite fine, but, whenever I need to transfer it to an agent and there is no one online it ...
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5 views

Einstein Bot Reading Cookie Into Chat Context

I've been searching for a solution through either Apex or Configuration that would allow my Einstein Bot to read a cookie on the page that my snap-in is deployed onto. For example, when the Chat Bot ...
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Analytics Studio App - Showing only 1 record Sample data

I am trying to create my first Analytics App. After selecting the data for app creation, I am also getting an email for successful App creation. However, I see that it's not doing analytics on the Org ...
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51 views

Einstein Engagement Frequency - How important are unsubscribes to this feature?

We are about to get Einstein Engagement Frequency and I can see one potential hiccup with us using it. We have Salesforce CRM and the Marketing Cloud Connector configured. Our source of truth for ...
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18 views

How to Transfer to a different Chat Button w/ Einstein Bots

I have a chat button on our main website. Right off the bat, the user interacts with our Einstein bot. If they want to talk w/ Support, we want to route the LiveChatTranscript record to a different ...
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27 views

Accessing Einstein Dashboard on a Lighting Page in Winter'20 with getState API

I have a Lightning Page built that contains multiple Lightning components and an Einstein dashboard that can be customized by the user. I can find the name of the dashboard via wave:discover and wave:...
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21 views

Is Send Time Optimization available outside of Journey Builder?

I have a client that is hoping to take advantage of Send Time Optimization for their large communications. I have two questions: Is STO available outside of Journey Builder? If I need to use Journey ...
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1answer
28 views

Einstein Engagement Frequency - what do the resulting data extensions look like and are they accessible?

I've been reading the documentation and watching some demos on the Einstein Engagement Frequency in Marketing Cloud (https://help.salesforce.com/articleView?id=mc_anb_eef_create_de.htm&type=5) ...
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26 views

Einstein in Lightning Components - case object

I have a requirement where when a case is created, based on the case subject I need to show the related knowledge articles in my lightning component using Einstein Einstein bots can do that, but I ...
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18 views

I am not able to add the url of my community page to chat with customers section in service console

I am trying to implement chatbot on my community page so when i am trying to add the url into service console's chat with customer section, but it says "Origins may not contain paths or queries, since ...
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20 views

Einstein Bot with apex invocable action

Can I call two different classes with invocable methods as apex action in einstein bot? I have created two classes and calling them in different dialogs but only first method is showing. can anybody ...
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35 views

Einstein engagement frequency not able to find the data

I have a few years of send history and millions of contacts/subscribers in one of my Business Units... Einstein Engagement Frequency is stating that there is "No data to estimate Einstein Frequency ...
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Einstein Activity Capture not showing on Opportunity

Prior Activity captured by Einstein shows up on Contact and Account but does not appear on the Opportunity when the contact is added to the opportunity. Is this by design or a glich? Does the ...
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45 views

Einstein Bot routing to agent with messaging channel

I have a requirement to use the Einstein Bots not only as a web chat, but would like to have customers initiate the conversation using a text message. So for example someone texts a keyword to a ...
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28 views

Einstein AMPscript string comparison not working

In our localized product recommendation display we want the button text to have the language in which the recommendation is rendered. I've written some Einstein AMPscript to capture the countrycode of ...
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38 views

Einstein Email Recommendations the same for everybody

During our Einstein implementation we noticed that the recommendations are the same for everyone we preview the mail on. However, when I look at the Reporting tab in Email Recommendations and view ...
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Standard Einstein Activity Capture User

What is the purpose of Standard Einstein Activity Capture User? I didn't understand much after viewing the documentation. Can anyone please help?
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13 views

Problem with annotations.csv in Einstein Object Detection

When file "annotations.csv" is uploaded in the correct form, Einstein reads only one, unique label even if there are a couple of them in the same picture. For example when I upload a file like this: ...
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25 views

Einstein for Service

My Customer Service Team is requesting that we add a number of AI-like features to our Service solution. Many of there requests seem to fit the profile of Einstein for Service. In March, a number of ...
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19 views

Get Fields usage in each report type

I would like to know how many fields are being used in each report type. Can we achieve(if Yes, how can we) how many fields are being used in each report type? Note : I am tying to get the solution ...
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33 views

Einstein Bot apex causes 'close chat' message intermittently

I wrote a simple InvocableMethod to increment the amount of times an Einstein chatbot answers a users message. This works sometimes, very inconsistently. Sometimes it fails right away when I call a ...
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142 views

Einstein Email Recommendations Catalog Error

I am unsure if this question is 'outside the scope' of this forum, but I have nowhere else to turn to. We've gone back and forth with Salesforce support trying to solve this, but they're no help and ...
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23 views

Salesforce Einstein Dataflow Join

In the dataflow, Is it possible to merge two tables based on the same key in which one table has multiple values? (See attached image) Site Code is the key between the two tables.
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42 views

Einstein Email Recommodations SFMC - price isn't updated correctly in displays

Because the prices of our products can change every day, we update the price in the Einstein catalogue every day. This update comes through fine. Only it looks like we need to re-publish the ...
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113 views

Einstein localized recommendations not working

We've implemented Einstein Email Recommendations for a client of ours, everything works well except for the localization. We set up our product catalog with the attributes for each country (Product ...
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Scheduling Einstein to pull a report from a Dashboard and Email it out

Title says it all, I want to schedule a report to pulled from a dashboard and then be emailed to a specific person. Does anyone know a way of doing this? Possibly through flow builder?
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46 views

If I select a date how to get the time period between two dates (Start and end)

If I have two dates (Start and End) I want the values that are between the two dates once I select a date. For example if I choose a custom date then it should return the values that are between that ...
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136 views

Einstein ChatBot - Dynamic Choice output: how to use in further action?

As a new learner I followed the Einstein Bot Cookbook guide on dynamic menus. The problem is that I struggle with using the value chosen by the user (which is stored in 'Appointments' object) for next ...
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84 views

Einstein Vision issue when Creating the DataSet

I am trying to create a data-set using Einstein Vision API by following this trail. So i have successfully created the dataset by providing the following URL: https://developer.salesforce.com/files/...
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58 views

Live Agent Chat - Routing by Region

I'm trying to figure out the best solution here and haven't had much luck from what I can find online or from talking with Salesforce. We're using Live Agent embedded on our company website as our ...
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1answer
46 views

Einstein Email Open Split Error

I am trying to create a journey that has an email open likelihood split at the beginning but I am getting an error each time. I am wondering if this is due to there being no email step beforehand, or ...
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12 views

Einstein Dashboard Account Default

So I am trying to implement a dashboard for my sales account that has specific data based on which account the dashboard is inserted to. My problem is that I am not sure how to specify which data is ...
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35 views

How to send an email with an einstein bot?

Hi I tried to send an email with an einstein web-chat bot , i had no luck ... Thanks for the help i attach the setting as a pic
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30 views

Einstein Voice?

So I am trying to play around with Einstein voice on mobile. I have added Einstein Assistant and Einstein Insights however I can't get the features to even show up in app. I am adding it via the ...
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34 views

Place embed einstein bot in other website (not in force.com)

Firstly, i have used the Einstein Bot embed code to VF page, it work perfectly. (the embed code is generated by Salesforce automatically, in Snap-in). Now, my customer wanna insert embed code into ...
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26 views

How to split the data displayed in Einsten Bot from an Apex function

I have an Einsten Bot that calls an Apex method to retrieve data and display it as buttons. That part is working fine, but I need to be able to handle the data if the list of items returned is greater ...
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72 views

Add screen flow action in Einstein bot

I have been trying to add Screen flow action in Einstein bot but unable to add it because it showing 'No Invocable action found'. I have gone through to this below link in which autolaunched flow ...
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76 views

Not able to call an action on Einstein Bot Builder

I have been trying to add an action to my Einstein bot with a flow that I have recently created. However, when ever I click on flows it always shows me "No Invocable Actions Found" I am not sure on ...
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20 views

Einstein Dashboard: choosing (radar/metric) chart scales and polygon colours

I would like to do some simple (or so I thought) readability tweaks on a radar chart made on an Einstein Analytics dashboard. For starters, I would like to be able to set the axes scales manually. I....
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57 views

How to check if any agent is online in einstein bot in apex

I have created 2 bots, and after having some conversation with users I need to transfer the chat to the Agent. So for this, I am calling apex as an action from Einstein bot setup and doing this query ...
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42 views

Is it possible to save/persist data from an Einstein Dataset back to Salesforce?

We are building a Lightning application that will be used to show Einstein consolidated data to users. We want to either consume this data directly from Einstein (we know we can do that with Wave SDK ...
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22 views

Einstein block language switch

We are having problems with the language switch in our PI Einstein block and the locale. First, I would need to know why the locale doesn't work properly. We have added a locale variable to our ...
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27 views

Marketing Cloud - email predictive content link broken after clicking multiple times

we implemented an abandoned cart journey builder which triggers an email. It contains a predictive content which recommends 4 products. Each product links the relative web page. The problem is ...
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30 views

How to create an auto increment field in Einstein Analytics

I want to add to my dataset an autoincrement field but I don't know how to. Is there any way to do this in the dataflow? Thanks in advance.
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120 views

Einstein Email Recommendation Content Creation

We want to build a single block of code to be used across a number of Email activities, and we want to "force" one of the variables. Let's assume that we are selling recipes and I want to trigger an ...
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1answer
69 views

Einstein Dataset Creation issue - Invalid File Format

I am trying to create a dataset and train as per the below trailhead topic(https://trailhead.salesforce.com/content/learn/projects/build-a-cat-rescue-app-that-recognizes-cat-breeds/cat-recognition-app-...
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42 views

Custom (re)ordering and modification of legend in origami charts of Einstein Analytics

Custom (re)ordering of legend/bar segments in Einstein Analytics Above is the current workaround solution for custom (re)ordering of legend bar segments in Einstein Analytics. I've managed to attain ...
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1answer
222 views

Einstein Bot get value from dynamic Menu

I have been created a dynamic menu by using an apex action that retrieves information from my Assets. It works fine, but my question is how to capture the value when the user clicks above some option ...
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1answer
117 views

Einstein bot & routing by skills

I am trying to configure the Einstein chat bot to route the customer to the right agent after choosing the department in a menu. Where do I configure this routing? Where in the bot do I say if the ...
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1answer
57 views

Can I send data to Salesforce Analytics / Einstein as JSON and not CSV?

The Salesforce Analytics / Einstein API documentation says that in order to upload actual data to the datasets you need to prepare CSV files and JSON is used only for metadata. Is there any way to ...