Stack Exchange Network

Stack Exchange network consists of 174 Q&A communities including Stack Overflow, the largest, most trusted online community for developers to learn, share their knowledge, and build their careers.

Visit Stack Exchange

Questions tagged [einstein]

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

0
votes
1answer
17 views

Should emails sent to a PERSONAL email address field display in account's activity feed?

With the standard einstein activity capture, emails sent to contacts automatically get logged on the applicable account. I'm wondering if emails should be logged that were sent to the personal email ...
0
votes
1answer
15 views

Token generation for Einstein Sentiment API

I am trying to implement the sentiment api but having issue while generating the access token. I have uploaded einstein_platform.pem file in Files in Salesforce. ContentVersion con = [SELECT Title ...
0
votes
0answers
7 views

Einstein access token generation

I am using below code to generate the access token for sentiment api on einstein platform. But everytime I am getting value null. ContentVersion con = [SELECT Title ,VersionData ...
0
votes
0answers
7 views

Einstein Analytics dashboard automatic download of snapshot

Is it possible to automatically generate a pdf/jpeg file in analytics dashboard. Can it be done using salesforce standard or custom(Apex).
0
votes
1answer
48 views

How to check “does not contain” in saql?

I have written my saql like q = load "Opportunities"; q = filter q by !('Opportunity.Name' in ["test","TEST ","Test"]); q = group q by 'Opportunity.Name'; q = foreach q generate 'Opportunity.Name' ...
2
votes
1answer
39 views

Send at Certain Send Time based on subscriber past attributes?

I was wondering if it was possible to look at open times of subscribers in Marketing Cloud (It has this in the tracking reports (12/17/2018 9:08 AM) per subscriber with email and subscriber key) and ...
0
votes
1answer
22 views

Auto log activities to CLOSED opportunities?

Our current way of doing things in SFDC, has customer success working off of the opportunity as opposed to the account object. The opp has information they need, along with the fact its related to ...
0
votes
0answers
30 views

Einstein Bot crashes on random moments

I created an Einstein Bot in a trailhead environment and everything went great. Apex calls etc. Now I'm creating a new bot in the Sandbox Environment of my client and on random moments, the bot tries ...
0
votes
1answer
20 views

How do I assign the Analytics cloud builder permission set license to a user?

I've been trying to use Einstein Analytics. I've enabled analytics but I'm still not getting the analytics studio app in the app menu. I am not able to assign the Analytics cloud builder license to ...
1
vote
0answers
29 views

How to force a einstein bot snap-in to check if the user has logged in mid chat session

I have an Einstein Bot use case scenario where Users are supposed to start the chat session without a need to login to my salesforce site but later, depending on the confidentiality of the information ...
2
votes
2answers
63 views

How to parse this JSON response returned in Einstein Chat-Bot?

Currently getting raw JSON response - { "coord": { "lon": 73.85, "lat": 18.52 }, "weather": [ { "id": 800, "main": "Clear", "description": "clear ...
0
votes
1answer
36 views

How to remove “Transfer to Agent” default option from chat-bot option menu

I want to remove the option of connecting to agent from options menu of Einstein Chatbot. Is there any way I can achieve this?
1
vote
1answer
54 views

Configure Einstein Chat Bots to show Knowledge Base Articles

I used the Cookbook(http://go.pardot.com/l/349921/2018-06-13/gq59) to get Knowledge Articles into my bot.But it's not working... The problem that I'm having is that my bot seems to have no rights ...
0
votes
0answers
18 views

Is there any way to add wait time for Einstein bot?

I have an integration with third party system in asynchronous manner, is there any way to deal async integration in bot or ability to add wait time?
-1
votes
0answers
19 views

Einstein email recommendations: RatingStars function does not work

While creating a new display in Email Recommendations I encounter a problem showing stars product rating. While inserted <p>%%Rating%%</p> returns "5.0" my attempt to add stars ...
0
votes
0answers
18 views

Einstein Platform API Key for Sandbox

Where can I generate/grab the Einstein Platform Api Key for a Salesforce Sandbox? The metamind api document states that we need to register via the signup page. This works for a Developer Org but ...
0
votes
0answers
33 views

Data Manager issue in Einstein Analytics

Uncaught TypeError: Cannot read property 'getTransformName' of null I'm having an issue with certain objects in the Data Manager in Einstein Analytics. I can create a sfdcDigest node but when I try ...
0
votes
0answers
60 views

Not getting response from apex action einstein bot

Below is configuration screenshot - public with sharing class ChatBotTime { public class ChatBotTimeAndTempOutput { @InvocableVariable(required=true) public String city; @...
0
votes
1answer
105 views

chatbot transfer to live agent is showing me no agents are available

I've created a basic chat bot in salesforce and have a transfer to Agent option in it. Here my bot is working fine for all the conversation. but when I click on Transfer to Agent it gives me a message ...
1
vote
1answer
87 views

Einstein Predictive Email Reccomendations (Marketing Cloud) customization by Country

We are trying to implement Marketing Cloud Email Recommendations: we have a global product catalog we would like to upload, the problem is the availability (together with the discount) must not be ...
0
votes
0answers
11 views

Salesforce Einstein: File content must be provided in one of the supported file formats

I have deployed code for salesforce einstein application :https://github.com/muenzpraeger/salesforce-einstein-platform-apex I am trying to create and upload dataset. I have created zip file and ...
2
votes
0answers
35 views

How to get an working automated catalog image generation for einstein email recommendations?

The catalog image generation process of einstein web recommendation is one of the worst possible designed processes i have ever seen. Therefore it would be a pleasure if you can share your experiences ...
1
vote
1answer
98 views

How to display custom Form/Pre chat form before transferring to an Agent in Einstein Bots

I'm using Einstein Bots for knowledge Articles, where in I have a Dialog to transfer to an agent based on some predefined options that the customer has chosen. Everything works, but I would like to ...
2
votes
2answers
426 views

Einstein Bot: get current Community User for Live Agent Pre-Chat

I'm playing around with Einstein Bots and have created a simple bot that is consumed inside a customer community. I'd like to get the current User inside an Apex action used in a bot dialog. The ...
1
vote
0answers
40 views

Use PreChatObjects from liveAgent in Einstein Bot

I have a LiveAgent chat configured for iOS and Android devices, we send some informations like UserName, Email, PhoneNumber etc. using PrechatObject. I am now building an Einstein bot, and I need to ...
1
vote
1answer
101 views

Einstein Bot not working with Omni-Channel Routing

I have successfully implemented Einstein bot with Skill based Routing. But when I change the routing to Omni-Channel I am not getting connected to the Bot. I use snap-ins and fill my Pre-chat page it ...
2
votes
0answers
157 views

Retrieve user's name without Pre-chat form for Einstein Bots

I am creating an Einstein chatbot and I want to greet the user by their name. The Apex class that I have written for this purpose returns "Platform Integration User". An answer to another post says to ...
0
votes
1answer
20 views

How do I disable default user details page on Einstein bots

I want to directly start einstein bot without asking the user to fill in the details form.
1
vote
0answers
146 views

Einstein Bots preview issue

I can't get Einstein Bot running on my Developer org. I followed this instructions http://deepikamatam.blogspot.com/2018/07/einstein-bot-creation-step-by-step.html I saw this issue Why is it that ...
0
votes
2answers
206 views

Sign Up for a Trailhead Playground with Einstein Lead Scoring

By following the below steps from Salesforce Trailhead "Sign Up for a Trailhead Playground with Einstein Lead Scoring", I am able to create a new org with Einstein Lead Scoring. But while verifying ...
0
votes
1answer
208 views

Chat Bot Invocable Actions

I am planning to configure ChatBot with invocable actions. I am not getting the output instead it says "Sorry, I didn't understand that". I tested in console, I am getting the output. Am I missing ...
0
votes
1answer
189 views

Hyperlink in Einstein Bot Dialog message

I'm trying to create a hyperlink in the Dialog message in Einstein Bot. The effect should be same as : <a href="http://www.salesforce.com/">Click here to go saleforce.com</a> Of course, ...
0
votes
0answers
22 views

Quick Action Creation to View Case in External Window

I need to create a Quick Actions in the Salesforce Classic Publisher that has an action type: custom visualforce, on the case object. Link out to an external web page that customer can also access. ...
0
votes
0answers
37 views

Compare Table experts needed!

Description: I have a table like below, the Price Change row which contains '300' for 2018 and '600' for 2019 is the sum of values of all products per year. Price Change is a column defined by the ...
2
votes
0answers
72 views

Using Einstein Engagement Scoring with IP Whitelisting

I'm looking to enable Einstein Engagement Scoring on an account. According to the list of Prerequisites for Einstein Engagement Scoring, the documentation states: Einstein Engagement Scoring is ...
0
votes
1answer
162 views

Limit of dialogs in Einstein bot

Is there a limit on number of dialogs in Einstein Bot? When I added more then 100, next one don't show up in dialog search, but I believe they are there, because I can not create new one with same ...
1
vote
1answer
87 views

How do I fix this error I get converting metadata form to source form using sfdx force:mdapi:convert

I've retrieved metadata from my org using sfdx force:mdapi:retrieve. When trying to convert it to source form using force:mdapi:convert I get the following error. An error was encountered ...
2
votes
4answers
523 views

Calling apex from Einstein Bot always transfers to agent

I am building a bot in my Sandbox and try to call an apex @Invocable method. I am able to set parameters for in and output. However, when invoking the action I am always getting transferred to an ...
0
votes
2answers
171 views

Replication run with Full Extract on Salesforce Objects in Einstein Analytics

How long does it take for any changes that has been made on a certain Salesforce fields or records to get replicated by full extract in Einstein Analytics ? After changing a record value in the ...
1
vote
1answer
363 views

Binding (and Filtering) two listselectors independently with an Einstein Analytics Chart

Description: We are using Einstein Analytics to compare two different dates which share the same values in the same dataset. See the dataset sample image below. The dates are string fields and in the ...
1
vote
2answers
329 views

Chatbots in Salesforce communities

Is there anyway we can use Einstein Agents (chatbots) in Salesforce communities? I have googled around and could not find any.
2
votes
2answers
172 views

Variance Analysis using Einstein -Wave- Analytics

Description: We are using Einstein Analytics to create more insight on products our customers have, this requires creation of Einstein Analytics dataflows, datasets, dashboards and apps. We have a ...
2
votes
0answers
89 views

How do I get my bot to transfer to a live agent?

I have live agent set up with omni channel routing. The default service channel for live agent is set up for live chat transcripts. I have presence status associated with live chat transcripts. I have ...
1
vote
2answers
76 views

How do I version Einstein Bots

Einstein Bots can be versioned, so a new version can be worked on while the previous version keeps running (active bots can't be edited). How do I do this?
1
vote
0answers
320 views

Einstein Trailhead - Impossible to find the Assisted Setup

It's been about one hour and a half that I tried, with three different account made for the trailhead, and nothing's working for me ; I am at this step of this trailhead (one of the first steps !!) ...
0
votes
1answer
26 views

Prediction API in Salesforce Einstein

Is there an API in Salesforce Einstain I could use for Prediction. My case: There are factors A, B, C, D influencing factor X. I'd like to have an API for getting best A and B which maximizes X.
0
votes
1answer
343 views

Do Einstein Opportunity Insights and Activity Capture use Call Data?

Does Einstein Opportunity Insights use standard activities such as Call Log or Email in standard Task objects? The Einstein Opportunity Insights Data Sheet says the following which indicates it uses ...
1
vote
1answer
351 views

How to change Snap-Ins onClick for offline button? [closed]

Here is what I have so far. I have here commented out towards the bottom, some attempts at trying to accomplish what I have in the question. I have tried changing the href for the offline button, I ...
2
votes
1answer
71 views

Unable to send email from Einstein chatbot

The cloud integration user which is a default user created for the Einstein Chatbot is not able to send e mail.The records are being created but email is not received at the receiver.
0
votes
0answers
104 views

Access to ChatKey in Snap-Ins Chat Custom Pre-Chat component

I'm developing a custom Snap-Ins Chat Pre-Chat component based on the code here. Is it possible to get a reference to the ChatKey (the chat session id) that eventually appears in the ...