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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Einstein bot. Use output variable from previous action as input for the next action

I'm struggling to get the output of a knowledge search action (string list) and feed into a call flow action (next step in the bot) First step: Second step: I've tried to use in the second block the ...
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How to use multivalue fields in computeexpression- TCRM

I have a requirement to build a table chart using the data from 3 different datasets. There are 15 fields in total which are to be displayed in the table Now, these 15 fields are common fields as ...
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How to fix Einstein Email Recommendations (Content Catalog) displaying same results for all users?

I saw a similar unresolved question from a few years ago and SF support have not been able to explain why this might happen, so turning here - you're my last hope! FAQ: DEs for profiles and content ...
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How can I enable to test Einstein GPT for Developers in My org?

Is this even available for Developer Edition org? Can I test it? Either in DE org or in sandbox? Is this available to Partners? Is this available at least as some trial version?
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B2C Commerce Einstein API get Recommendation [closed]

Hello Salesforce developers, please i need to use B2C commerce einstein API to get recomendations, i have this documentation by salesforce (https://developer.salesforce.com/docs/commerce/einstein-...
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Winter 23 Beta - Missing Einstein activity capture

We were added to winter 23 beta and now I can't find Einstein activity capture in the set up quick box. Any ideas?
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Retrieving product recommendation with B2C Commerce Einstein API

I am using B2C Commerce Einstein API https://developer.salesforce.com/docs/commerce/einstein-api/overview for salesforce commerce cloud And I want to retrieve products recently viewed for logged in ...
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Einstein bot: Can't use the Answer field value from Knowledge Object

Does anyone know why I can't use the Answer field from the Knowledge Object? When I try to add it, it gives a strange error: Custom Field Definition ID: bad value for restricted picklist field: ...
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Collect tracking code implemented on the pages but data is not returned on the reporting tab in the web recommendation

Good morning team! I am assisting the customer in the implementation of the tracking collection code for travel data usage according to him, the code has already been implemented in the pages but when ...
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Email captured, sent by non-salesforce user

We are using EAC standard for capturing emails. We have recently experienced that there was captured email on lead record from non-salesforce user (from address was with company domain of our client ...
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Does removing the bounced contact's email address also remove any activities that was captured by EAC?

Prior to deploying EAC in my org,our company had a strict policy of removing inactive contact's email addresses from our database to ensure that we do not send list emails and marketing emails to the ...
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Updating page layout of Einstein Field Recommendation component

I am currently learning about Einstein for Service from Trailhead and SF documentation. It has suite of tools to fuel the service cloud with AI capabilities. Einstein's Prediction in Case ...
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Field with @InvocableVariable(required=false) does not is ignored by einstein bot

I have an apex class like this: 01 public class Example { 02 03 public class HandleInput { 04 @InvocableVariable(required=true) 05 public String id; 06 } ...
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How to set dynamic max value for multiple gauge chart grouped by category in CRM Analytics?

In advance editor option we can do it for a single gauge chart but if we add multiple Gauge chart by grouping them with Trellis, I don't seem to figure out how to do it. The max values need to be ...
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Einstien Recommendations API not working

I am trying to use einstein recommendations collect tracking API. I am referring to https://developer.salesforce.com/docs/marketing/marketing-cloud/guide/pb-collect-tracking.html documentation. But ...
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215 views

OmniChanelFlow with Einstein Bot - transfert to queue

I am having trouble to use the Omnichannel flow with my einstein chat bot. In My Einstein bot: I added an action connected to a flow. This flow define based on specific parameter to which Queue I ...
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Einstein Activity capture events syncing issue

I have implemented einstein activity capture for syncing events and emails. We have internal meetings where attendees are all users in salesforce. These users are not present as contacts in salesforce ...
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Get Dynamic menu in Einstein Bot From An Apex Call

I would like in my einstein bot to make an Apex Call that will return a list of value that will be display to the user so I defined an Input which is the user Email and I defined an output which is a ...
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Error while creating a Salesforce Einstein bot in Trailhead Playground with "Create New Bot" button

I'm new in Einstein and I wanted to learn how Einstein bots work by putting them in action. However, I think I did configure everything necessary (for example enabling the chat feature and Einstein ...
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Einstein bot Multi-language

I want to setup my bot with multi-language. So, I have enable data translations in company. Then, I enable english in translation Language settings, but when I add users, it says: Make sure you give ...
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iqScore vs OpportunityScore.Score

We have a customer who has the Einstein Opportunity Scoring; i.e. they have the field iqScore on the opportunity. They've put this onto a listview but when we query the data via https://somecompnay.vf....
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Einstein Bot set single value from object to variable

Apex action (APEX Invocable Method) in einstein bot accepts an object and also returns an object, is it possible from the method to return a single value? Please check the following syntax that helps ...
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Sync Google Calendar to Salesforce without Einstein Activity Capture?

How can I sync my google calendar to salesforce without using Einstein Activity Capture or Apex? We are using other tools currently that sync emails to Salesforce and don't want to risk any duplicates ...
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Einstein Email Recommendations - Default Values

I have the email recommendations set up and functioning but I have some contacts in the DE I'm using to send off of that do not seem to have any recommendations, I assume they have not had any site ...
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Can Einstein Bot send a message based on Frontend event like button click or hover?

I want my einstein bot to send a message to the user if the user is sitting idle for long, or if the user has clicked on some button on website. If the user has hovered over certain element, can we ...
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Einstein chat bot Transfer to agent for only Queue members

I have Query on Einstein Chat bot chat Transfer to agent. My chats want to redirect to a Queue of members. I did setup as per Help document. But I am receiving chats to non Queue members as well. -...
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Einstein product recommendation(SFMC) need training time? If it is what will be the minimum time

I have configured the collect tracking code for a product website and uploaded the catalog(new) through a public URL and it is working fine. There are showing counts of tracking as well in the status ...
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125 views

How to access Einstein Bot's variable used to store response?

Hi! I'm trying to locate where an Einstein Bot variable gets stored so that I can make a report on it. Essentially, once the bot recommends an article, I want to capture and report on whether or not ...
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Cors Prevent Chatbot Einstein Bot to Load

My team developing chatbot using Einstein bot for our website. Currently we cannot load the chatbot except in salesforce preview page. When we try to run chatbot inside our website, it will not loads ...
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No data loaded in Einstein Send Time Optimization

we have been sending emails for almost 4 months. In Setup the STO is Active. However, no data is loaded under Einstein > Send Time Optimization, as it can be seen from the screenshot. Moreover, ...
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Question about Behavorial Triggers Marketing Cloud

I am using behavorial triggers and according to this page https://mateuszdabrowski.pl/docs/config/sfmc-config-behavioral-triggers/#cart-data-layer behavorial triggers query the einstein backend - I ...
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Forgot to add STO hours and activated the journey

I forgot to add STO period and activated the journey, what will happen now ?
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Einstein Web recommendation based on product categoris

I would like to create product recommendation based on categories. My scenario is as follows: When customer views category A, he should only see the recommendations in the email related to Category A ...
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Exception "Exception occurred in direct soap call" while trying to save changes in an Einstein Bot

I get the following exception with Bots: "ui.services.connection.api.ToolingConnectionException: com.sforce.ws.ConnectionException: Exception occurred in direct soap call". It happens in the ...
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Different results executing in Anonymous Window and in Einstein Bot

I have this class: public class Class { public class HandleInput { @InvocableVariable(required=true) public String idAsset; } public class ...
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How to calculate total sum of amount for multiple columns in recipe in Einstein analytics?

In recipe by using aggregation and transformation.I have created sum of amount for each id..in a column wise . I want to add total sum of amount for each row how to calculate by using function sorry ...
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Email recommendations Marketing cloud - Commerce Cloud [closed]

Do I need to have Commerce Cloud in order to use Einstein Email Recommendations? Thanks
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Auto pop up Einstein chat window

Is it possible to pop up Einstein chat window(with a welcome message) in a web site (page load) with out clicking "Chat with an expert" button.
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Einstein Recipes: Similar Items what are "tags" exactly?

I'm working on Article recommendations with Interaction Studio and couldn't find a good documentary on the Einstein algorithms (except https://doc.evergage.com/display/EKB/Add+Ingredients+to+an+...
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Sending file from Salesforce to the Einstein Platform Services API

I'm trying to use the Einstein Platform Services API, specifically the OCR service (https://metamind.readme.io/docs/extract-data-from-custom-forms) to detect key value pairs in a custom form. I would ...
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Search related object record by text field

I have created external text cntp field on account object on lightning. I have to search the related task, email messages whenever I put that cntp on search bar of lightning. I have gone in object ...
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Einstein Email Recommendation | Same recommendation for a user from email sent multiple times

We have configured Einstein email recommendations for users who are part of a journey in marketing cloud. Any user who makes a purchase on the website becomes eligible to enter this journey and ...
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Einstein Recommender Not Showing Any Products

My site has been live for three months now, and Einstein has been turned on since launch. We should have data feeding through, but the recommender on our PDPs is not returning any products. It's a ...
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Sending Google Calendar Invites via Salesforce List Emails

Is it possible to send Google calendar invites through Salesforce where the Google calendar widget pops up just like how when you schedule it through Gmail with the invite it pops up? I've tried ...
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Einstein Recommendations with Local pricing

Reference Post: Einstein localized recommendations not working According to the reference post, Do we just have to add locale_fr-FR_RegularPriceDisplay & locale_fr-FR_SalesPriceDisplay in the ...
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How can I avoid having my behavioral trigger content block show “undefined” for blank/null values in my product catalog?

I’m using a behavioral trigger content block to show product link, price, and size. Certain products don’t have a size in the product catalog, when they show in abandoned cart email an “undefined” ...
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Centering Banner in Einstein Content Selection

Hello I have an email that I am using custom blocks with and I dropped in an einstein content selection block. The issue is this block is left aligned and I am unable to make it centered. On top of ...
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Einstein bot API Unauthorized connected app

[Context] I'm trying to build connect via API to the Einstein Bot API. I carefully, followed the set up mentioned here. https://developer.salesforce.com/docs/service/einstein-bot-api/guide/get-started....
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Whatsapp and Einstein Bots - Am I forgetting some configuration?

I'm participating in a project with a Chatbot integration with Whatsapp via Salesforce. I've never worked with it before so it's been a challenge. We did all the setup up to phone confirmation (which ...
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Can I somehow force Einstein to build it's recommendation lists for all product brands that I have in my product catalog?

I have a custom field named Brand inside my product catalog. Is there a way to have Einstein build it's recommendation lists based on this field, so that every brand would always have recommendations? ...
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