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 Activity Capture: Emails are not shared on records

I've got an issue with Einstein Activity Capture. All emails captured from collaborators who have standard permissions (meaning not the "view all data" privilege) aren't shared by default - despite ...
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1answer
17 views

Show derived measure in aggregate bar chart

I want to show a bar chart with list of opportunities and total days it took to close the opportunity. I tried the below query q = load "DTC_Opportunity_SAMPLE"; q = foreach q generate '...
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6 views

Add Einstein's chatbot in a different community

How to add Einstein's chat bot to a community template of "Salesforce Tabs + Visualforce" instead of "Customer Service?"
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20 views

Windowing Function in Einstein Analytics dataflow - SAQL?

Is it possible to use a windowing function in Einstein Analytics dataflow?(trying to use 'Running Total') Currently using computeRelative to group the data by a dimension, ordering it by date (...
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37 views

How to call Intent Api from postman or JavaScript

curl -X POST -H "Authorization: Bearer <TOKEN>" -H "Cache-Control: no- cache" -H "Content-Type: multipart/form-data" -F "data=@C:\Data\weather.csv" -F "type=text-intent" https://...
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17 views

Programmatically: Export Einstein Analytics Dashboard as Image or PDF

is it possible to export an Analytics Dashboard programmatically? Programmatically could be APEX or any API like the Analytics API. The three Options i tried are via "Print Preview": Did not found ...
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1answer
27 views

What is the function of 'Affinities' in Marketing Cloud Personalization Builder

In Marketing Cloud Personalization Builder -> Web Recommendations->Reporting->Contacts When I check a Profile using Email id I can see 'Affinities'? How do I use these Affinities for my Web/Email ...
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27 views

What is the function of 'Multiple Values' in Additional Fields in the Catalog Field Mapping?

When I go to Admin-> Catalog then select the Catalog and go to Field Mapping. Under Additional Fields, there is a checkbox option: 'Multiple Values' What is the function of this 'Multiple Values' ...
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1answer
18 views

Is there a limit on number of Recommendations in Email-Recommendations in Personalization Builder

I am using the 'Email Recommendation Logic'. In that when I select a Layout of up to 4(ie 2*2) it is working fine but when I select more than 4 I don't get any items in the preview and in the email ...
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1answer
22 views

Is there a limit on number of Recommendations in Personalization Builder Web-Recommendations

In the Web Recommendations I am getting up to 5 products when I use the number of range to set a number of items, but In case of more than 5, I don't get the items on the Preview and the Webpage. My ...
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1answer
33 views

Do we have to add '%%context_value%%' field in Scenarios in Web Recommendations that is in Personalization Builder

When I add Scenarios in Web Recommendations, most Scenarios (like Bought-Bought, Click-Bought) have a this '%%context_value%%' string that appears in the Scenario Statement. Do I have to enter any ...
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18 views

To show knowledge Article in Custom Lightning Component From Einstein Bot

I have configured Einstein Bot and Knowledge in my community. Bot is searching correct knowledge article using apex code. I want, when I click the link of knowledge article searched from bot, to show ...
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132 views

BU structure for MultiCloud setup with Einstein (Marketing, Commerce, Sales/Service)

Challenge Are there any Best Practices or Solution Kits that give a guideline for BU setup for global Marketing Cloud setups, where Sales/Service Cloud and Commerce Cloud are involved? The specific ...
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1answer
20 views

Sync old mails with Einstein Activity Capture

I just set up a completely fresh org. I'm using Einstein Einstein Activity Capture to sync mails from Gsuite to Salesforce. However, this only works for emails sent/received after setting up the Org. ...
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1answer
27 views

SFDC Chat Routing Rules

How can I best use SFDC Live Agent with the following business requirement for our chat routing based on product being viewed and the users locale? SFDC Queues/Skills: Country/Language Assigned. ...
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14 views

Einstein Search not working as expected

We have enabled Einstein Search in our org, but when I search of "My open Cases" it's showing as the old search result. I referred to this article. https://www.salesforce.com/blog/2019/09/...
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8 views

Chat bot on Multiple Communities

I've Einstein Bot which is running smoothly on a single community now. but in the future, I want to configure the Bot on multiple Community sites? Is there any way to do that? Any inputs will be ...
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21 views

Unable to setup Einstein Bot in my enterprise edition

I have a enterprise edition with required licences for Einstein bots but I can't see the "Einstein bots" in the setup. In the documentation, it says I need the "Service Cloud" license and the "Chat ...
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1answer
64 views

How to Use User Info?

So I know I can set user info details with this snippet: _etmc.push(["setUserInfo", { "email": "somebody@email.com", "details": { "foo": "bar" } }]); But how do I use these ...
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49 views

How to get the JSON response using Einstein in Web Recommendations?

According to this article, web recommendations can be delivered via JSON response or HTML/JS. It mentions that the JSON response is the best method. However, there is no documentation for getting it. ...
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15 views

Salesforce Einstein - Things need to take care before deploying einstein chatbot in production

I have created einstein chatbot for one of our client and they want me migrate to production org so i'm little bit curious about list of things that needs to be take care before deploying chatbot to ...
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18 views

Einstein bot: Embedded Services, but not linked to community or VisualForce page

We are setting up our Einstein Bot, and for the snap-in we need to create a deployment on either a visualforce site or Community. However, due to security risks we had in the past (we've been hacked ...
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18 views

Is there a way to way to move an Einstein Bot to another playground?

I made a Playground while doing the Trailhead Project called "Build an Einstein Bot" which contains a chatbot I made in the Einstein Bot Builder. Later on I wanted to continue with that chatbot but in ...
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20 views

How to Package and deploy Salesforce Einstein App containing Data Recipes?

We have created a Salesforce Einstein Analytics App containing few dashboards, lenses, dataflows, data recipes and datasets. When we tried to retrieve this app source code in VSCode Salesforce project ...
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48 views

Einstein Bot not able to transfer chat to No Agent flow

As per the new release of Salesforce Winter ’20 for einstein bot in the service cloud Reference: link We have the new feature enabled which is based on the agent's availability i.e. when the user ...
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1answer
48 views

How to Enable Einstein Case Classification in developer org

Could anyone please help me in order to let me know how could I enable Einstein Case Classification in my developer org. I read a lot of documents, Salesforce help page, Release notes but didn't get ...
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1answer
54 views

Einstein Apex AI Tools Visibility/Unavailability

I have recently read an article on Einstein Apex AI Tools in Salesforce developer blog. The article shows how to extract text form image using Apex-AI-Tools in apex code. But when I tried to implement ...
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35 views

Einstein Analytics Dataflow augmenting on 2 dimensions

The context is I am calculating cross selling rates defined by whether a client has purchased both product A and B on the same day. I plan to create 2 datasets: the first dataset (A) is a list of all ...
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17 views

Einstein Lead Scoring - Give certain fields higher weighting?

I am using Einstein Lead scoring and want to know is there a way to give a certain field a higher weighting? So if we know that a certain field has a value of "True" for example, I'd want that field ...
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31 views

How to hide “Open in analytics studio” button when the Einstein Analytics Dashboard is displayed

I am using Einstein Salesforce. I need to use Einstein Analytics Dashboard and add it to a page in Lightning App Builder. However, I need to hide "Open in analytics studio" button when the Dashboard ...
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31 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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1answer
24 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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7 views

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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2answers
84 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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50 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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35 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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1answer
39 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
55 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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27 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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0answers
169 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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28 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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0answers
43 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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1answer
172 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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1answer
38 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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0answers
50 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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0answers
35 views

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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15 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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43 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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20 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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50 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 ...