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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 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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17 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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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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31 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
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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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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 ...
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Displaying recommendations on a Communities page for guest users

I'm trying to get an answer for one of my clients who is looking at using Einstein Next Best Action on a Communities page to display recommendations. They want to know if this feature only works for ...
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17 views

Is it possible to enable chatbot/liveagent for internal users?

I would like to enable chatbot for internal users, but i don't think there is an option out of the box that allow me to do that. How can I show the chat button in the salesforce org?
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Einstein Bot not able to transfer chat with omni routing skill based

I am trying to transfer chat to an agent but enable to do it, I have omnichannel routing.I did all the set up for omni-channel skill based routing.
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How to distinguish the Chat Button with Einstein bot and without bot?

I'm trying to make two picklist, using visualforce and apex controller. In the first chat buttons without Einstein bot in the second one with Einstein bot. This is an example of how it should look: ...
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19 views

Einstein to make sales predictions

I have a customer who wants to be able to predict how much each of their Accounts is going to buy in the upcoming months. They believe that the amounts are determined by a number of factors e.g. past ...
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Connection from Android mobile sdk to the Einstein Vision Services

i am looking for a way to send Rest-Requests to the Einstein Vision Rest-API via Android. The integrated RestRequest class somehow only supports Requests to the Salesforce Platform and doesn't let me ...
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Conditional message in Einstein bot

Is there a way I can just show some message based on some variable value. I have tried to create a rule but in action I could not find message option. I need to display different messages based on ...
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Einstein Bot, open query

How do I have my Bot recognize an open query typed into the Bot? IE: "Submit Deal 555" which will submit that deal for approval. I think i know how to do the following in a convo, but it's not ...
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1answer
54 views

Salesforce Analytics Dataflow - Aggregating datasets?

Assume I have a dataset like such: Cart Data ---------- oId cId iId $$ 1 C1 . 2 1 C1 . 3 1 C2 . 3 2 C1 . 1 3 C2 . 3 3 C3 . 4 4 c4 . 5 4 c4 . 5 5 c2 . 4 6 ...
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Question regaring Oracle Data Integrator and salesforce

We are getting einstein analytics soon and we have oracle data integrator available (version 12.2.1). You can only get ODI in our company by request only so I will be telling them i need ODI do ETL. ...
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14 views

Join 2 datasets in Einstein Analytics with text field instead of vlookup

I heard from developpers that a vlookup field is mandatory in order to join 2 objects in EA. That is causing an issue, as we have the case where we need to make the join on a field that is in text ...
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Einstein Chatbot User access

Is it possible to display/hide chatbot from community for specific users with same profile? I tried to put a condition in theme layout component with profile but both users have same profile. Any ...
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Calculated column in Einstein tab based on groupings

I have an Einstein compare table with groupings and resulting columns- Parent Account Salesperson Account a Sum of a child revenue object then a MAX of a field on the parent Account. I want to do ...
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34 views

Bucket Field in Einstein Analytics Dataflow?

Can we create a bucket field within the Dataflow itself? I know we can do it using Dataset recipe but we can not use it as recipes are not supported in App template. I have Student Object and need to ...
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1answer
132 views

Salesforce Einstein - Create and Train the Dataset - Trailhead Challenge

Trailhead consists of creating a Dataset with the given URL(https://developer.salesforce.com/files/Cats.zip) But how can we create our own Dataset, if we have all the images in Local system.
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99 views

Einstein Analytics - SAQL - Compute expression in Dataflow - Period over Period formula

I have a formula field I need to create in Data flow using a Compute expression. It needs to group by our 'Record_ID' and compare this weeks data to last weeks. The data i want to compare is labeled ...
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39 views

Einstein Analytics

I'm working on managed package where it is deployed to many users. We are now adding new Einstein Analytics Templates and dashboard in the managed packages. If end user don't have analytics enabled or ...
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Einstein Scoring for Custom Object

We want to have Einstein Scoring for our custom Job object. And we would like it to be like Lead Scoring on the screenshot: We plan to develop a custom Lightning Component for that purpose. I ...
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47 views

Global Filter einstein analytics

I created an einstien analytics dashboard last year and so far everything is working fine. I created a new dataset using one of the dataflow and created a step using this new dataset and updated one ...
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How to get the mapping between 'Group' Object and The object where the Einstein analytics dashboard information stored

I have developed some Einstein Analytics Dashboard and shared those dashboards among Public groups. Now I want to view the information 'Which dashboard are shared among which public groups' to prepare ...
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Salesforce Einstein score calculation logic

I was playing with this: https://trailhead.salesforce.com/content/learn/projects/prioritize-leads-with-einstein-lead-scoring/test-new-leads-with-einstein?trail_id=get_smart_einstein I created a lead ...
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Einstein Bot after-hours support

I'm trying to get Einstein bot to display a closed message when someone asks to be transfered to a human and we're outside the hours of 9-5 and/or no agents are available. Right now, if someone asks ...
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1answer
63 views

Does personalisation builder tracking code uses contacts quota available to do user level tracking?

I want to implement personalization builder tracking code on my website for einstein recommendations. Though there will be user visiting to my website against which contact key is already not ...
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Last Activity Date - Activity Metrics (Beta)

Two users noticed yesterday that the LastActivityDate (from the new Activity Metrics that now includes emails auto captured by inbox) didn't update, not a single email was "tracked" per that ...
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Opportunity with Tasks in Einstein

I'm trying to create a simple analytic in Einstein - Opportunities with or without Tasks. I've even tried to create an analytic just for Tasks. The data flow runs and finds over 100k records, but ...
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Field defined as number but recognized as an object

currently I am working on the development of a dashboard to calculate the rate of recognized intents of an Einstein chatbot. I generated a field called "IsSubjectIdentified". When it finally comes to ...
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1answer
47 views

Einstein Analytics data binding to boolean value

I am trying to conditionally hide tabs based on the output of a certain table. Currently I am attempting to set the navigationHidden property of the page to false like so: "navigationHidden": "{{cell(...
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Inbox - how do I prevent from tracking my OWN opens?

I've recently changed to the 'new' Salesforce extension, and done away with the older inbox extension. I've made sure to enable the Inbox features via setup, tracking and the other abilities seem to ...
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How to have Certain Bots Appear Based on a Users Region/IP Address?

I want two different bots to appear based on an end user's region/IP address. For example, if someone was in the UK, I'd have my UK Bot interact with the person. However, if someone was in the US and ...
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53 views

CSP problem for einstein bot in lightning community

I was able to complete this project on Einstein bot in my trailhead playground. https://trailhead.salesforce.com/content/learn/projects/build-an-einstein-bot/prep-for-einstein-bots In the first unit ...
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1answer
75 views

Einstein Split in Journey Builder Error

I am trying to use Journey Builder to apply an Einstein Persona Split to my Journey Builder audience. This is a recurring email campaign that has been set up to be started from a triggered Automation. ...
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1answer
42 views

SAQL to generate a field not in a group by statement

I'm a bit of a beginner to SAQL. I have been tasked with maintaining a fairly elaborate dashboard and data flow and have been asked to add some features to it. There is a lens that displays a chart ...
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Einstein Single user License

We are searching the AI possibilities using Einstein, I searched and found Einstein developer guide though which I am aware of Einstein Language and Vision APIs. I would like to purchase one user ...
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1answer
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Einstein predictive email recommendation(SFMC) on product out of stock when email is clicked?

Here's the scenario on Einstein SFMC Einstein-element is added to email which sell iPhones, customer receive the email and iPhone recommendations in Einstein module - for example iPhone 9 and XS. ...
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2answers
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How to activate Einstein bots in a new sfdx scratch org?

I tried a lot of combinations, but not matter what I do, the "Einstein bots" menu of my generated scratch orgs only targets to "Contact support to activate Einstein Bots" According to the trailhead, ...
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1answer
78 views

Creating Test Class for Einstein Bot Invocable Apex Class to Search Articles

I've created an Invocable Apex Class that allow us to search articles and return the resolution to the bot. The Apex class works as expected in the sandbox. However, I'm struggling to create a test ...
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1answer
22 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 ...
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1answer
32 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 ...
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19 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 ...
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39 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).
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1answer
270 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' ...
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1answer
178 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 ...
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1answer
61 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 ...
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54 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 ...