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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How can I generate knowledge base article with salesforce AI?
I have explored trailheads https://trailhead.salesforce.com/content/learn/modules/einstein-for-service-quick-look/deliver-smarter-service-with-artificial-intelligence and salesforce help site, but I ...
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Is It Possible to Apply Filters to Einstein Activity Capture to Prevent Specific Events From Being Synced to External Calendar?
Our org currently has Einstein Activity Capture set up to send Salesforce events to Google Calendar. Not all of our Salesforce events need to be synced to Google Calendar. Is it possible to setup ...
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End Chat System Dialog
I have a quick question: does the attached image exist in the Einstein chatbot? I saw a few examples of this in old YouTube videos, but they were using older releases of the Einstein chatbot. I'm ...
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Does Einstein Lead Scoring work with formula fields?
Aloha Stack Exchange,
I was just wondering, whether Salesforce Einstein Lead Scoring also works with formula fields?
Do you have any experience with this or any refernce to offical Salesforce ...
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57
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Facing Issues in Einstein Next Best Action
I am facing an issue in Einstein Next Best Action, I am unable to get a value of the input variable "isRecommendationAccepted" in my flow while accepting or rejecting the recommendation.
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Salesforce standard object not showing in Einstein search layouts
I'd like to make the object "Return Order" searchable in Salesforce Einstein global search.
Currently, I have access to two other Sandboxes where this type of search is possible, but in ...
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62
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Omni Flow Failing to Route to Chatbot
I have a chat that I want automatically routed to my chatbot as the first step. It is failing to do so each time. I have the messaging channel and the embedded deployment set up. Any reason why this ...
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34
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Display Einstein Activity Capture component of a related object
I have a custom object with a lookup field to an Account record and I would like to display the Einstein Activity Capture data of the Account in my custom object page.
This is the part of my Account I ...
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Providing alternate display text for links in messages from Einstein bots
I'm just starting to learn Einstein bots in Salesforce, and I'm not the SF Administrator at our organization so I don't have a directly line to SF Support. Hoping someone here can help.
Essentially ...
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Window Calculations in SAQL
I'm new to SAQL. I'm seeing a reference example where they are calculating three months ago: sum(sum(A)) over ([-3..-3] partition by Manager_Name order by ('DATA_DT_Year', 'DATA_DT_Month')) as '...
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Which point in time forms the basis for the second STO in a Journey?
Here's the scenario:
I have a Journey with two consecutive newsletters. The duration time is 7 days between the two mailings. Both newsletters should be sent with the help of STO (max range 12h). The ...
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How STO works with the settings "Send at Einstein's optimal default time" in journeys if optimal time falls outside the STO configured window?
If STO setting is configured as "Send at Einstein's optimal default time".
For example, if STO is set for 4 hours and optimal time for subscribers with not enough data falls outside the 4 ...
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Can Einstein STO delay subsequent email activities sent event in a journey?
When Einstein STO is added to a journey, if 12hours are defined for STO activity before email activities in this flow:
email1 → wait 1day → email2 → wait 1day & email3.
If journey is activated /...
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Sync Salesforce contact on iphone rubrica
I'm trying to Sync Salesforce contacts (or a custom obj that is our real contact) and some fields of this obj on the standard iPhone rubrica.
My main goal is: open my iphone standard rubrica and see ...
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How to customise Einstein Opportunity Score Top Positive and Negative
I'm new here and I'm Salesforce business developer with less salesforce technical background.
Recently, we have turn on Einstein Opportunity Score as per the image attached, i m finding the way to ...
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how can i prevent the sent of emails in the weekend and using STO in the same time?
So we want to prevent the sent of the emails that we have in journeys in Marketing cloud to come out on the week-end ( Saturday and Sunday) but queue it to come up on Monday and to come from 6h AM to ...
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Use picture as button in einstein bots
I want to setup a question at the end of a chat to get user feedback. I would like to have three buttons that are a picture. Smile, neutral, and disapointed faces. Is there a way to add choices to a ...
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Getting an 'Intent Disambiguation' Error when deploying a bot with a NEW NLP setup to the next sandbox
We recently deployed NLP to our existing Bot in a sandbox - we've created an intent set, loaded the intent set with utterances, turned on einstein and added the intent set to the different dialogs we ...
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How can I show an image of Recommendation records that are generated from Recommendation Builder on Next Best Action component?
My problem is just described as a title.
I am struggling to show an image of each recommendations. I know it is able to display an image if it is not used Einstein Load node on Strategy Builder.
The ...
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salesforce einstein CHATBOT and custom notification
Messaging.CustomNotification notification = new Messaging.CustomNotification();
notification.setTitle('A CASE HAS BEEN ESCALATED!');
notification.setBody('Case # : ' +caseNumber+ ' subject : ' + ...
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Einstein Bot - is it possible to change the message from “Bot is responding” to “Different text”?
My requirement is to make updates to a message during the time when the bot is typing.
FYI - I am using Einstein Enhanced Bot.
If I uncheck the Typing Indicator checkbox, it only eliminates the ...
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How to pass Einstein Bot 'Snippet File Script' to external websites (other than salesforce communities)
I have created an Einstein chat bot and hosted it on Salesforce communities along with the 'snippet script'. By using it, I'm mapping the pre chat fields with the Contact & Case objects and ...
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Recommendations are not appearing in Einstein Replies component
I have recently setup Einstein Reply Recommendations in one of our sandboxes. The sandbox has enough chat transcripts and I have enabled it with 10 Quick Texts.
The Quick Texts are stored in a folder ...
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Abandoned Cart Behavioral Trigger - Missing Contacts in Data Extensions
I have Einstein Collect Code running and it appears to be capturing all users and associated data. For example, I can look up a specific email address (in Einstein-> Reporting-> Contacts) and ...
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I am getting couldn't build model error in einstein bot
I am getting couldn't build model error in einstein bot. I have 9 intents on every intents i added around 50 utterances.
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Can we change Einstien bot's Input text field as per company branding, using LWC or Aura
I have a SFDC Einstien bot, but the input box used in my bot is a simple text field, i want it to accept voice and use that to communicate with the bot.
So a voice input can be converted to text and ...
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586
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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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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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52
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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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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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287
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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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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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82
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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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293
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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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433
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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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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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258
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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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