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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18 views

Einstein Email Recommodations SFMC - price isn't updated correctly in displays

Because the prices of our products can change every day, we update the price in the Einstein catalogue every day. This update comes through fine. Only it looks like we need to re-publish the ...
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1answer
30 views

Einstein localized recommendations not working

We've implemented Einstein Email Recommendations for a client of ours, everything works well except for the localization. We set up our product catalog with the attributes for each country (Product ...
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6 views

Scheduling Einstein to pull a report from a Dashboard and Email it out

Title says it all, I want to schedule a report to pulled from a dashboard and then be emailed to a specific person. Does anyone know a way of doing this? Possibly through flow builder?
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27 views

If I select a date how to get the time period between two dates (Start and end)

If I have two dates (Start and End) I want the values that are between the two dates once I select a date. For example if I choose a custom date then it should return the values that are between that ...
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1answer
36 views

Einstein ChatBot - Dynamic Choice output: how to use in further action?

As a new learner I followed the Einstein Bot Cookbook guide on dynamic menus. The problem is that I struggle with using the value chosen by the user (which is stored in 'Appointments' object) for next ...
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2answers
57 views

Einstein Vision issue when Creating the DataSet

I am trying to create a data-set using Einstein Vision API by following this trail. So i have successfully created the dataset by providing the following URL: https://developer.salesforce.com/files/...
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7 views

Live Agent Chat - Routing by Region

I'm trying to figure out the best solution here and haven't had much luck from what I can find online or from talking with Salesforce. We're using Live Agent embedded on our company website as our ...
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1answer
22 views

Einstein Email Open Split Error

I am trying to create a journey that has an email open likelihood split at the beginning but I am getting an error each time. I am wondering if this is due to there being no email step beforehand, or ...
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12 views

Einstein Dashboard Account Default

So I am trying to implement a dashboard for my sales account that has specific data based on which account the dashboard is inserted to. My problem is that I am not sure how to specify which data is ...
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8 views

How to send an email with an einstein bot?

Hi I tried to send an email with an einstein web-chat bot , i had no luck ... Thanks for the help i attach the setting as a pic
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27 views

Einstein Voice?

So I am trying to play around with Einstein voice on mobile. I have added Einstein Assistant and Einstein Insights however I can't get the features to even show up in app. I am adding it via the ...
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22 views

Place embed einstein bot in other website (not in force.com)

Firstly, i have used the Einstein Bot embed code to VF page, it work perfectly. (the embed code is generated by Salesforce automatically, in Snap-in). Now, my customer wanna insert embed code into ...
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21 views

How to split the data displayed in Einsten Bot from an Apex function

I have an Einsten Bot that calls an Apex method to retrieve data and display it as buttons. That part is working fine, but I need to be able to handle the data if the list of items returned is greater ...
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26 views

Add screen flow action in Einstein bot

I have been trying to add Screen flow action in Einstein bot but unable to add it because it showing 'No Invocable action found'. I have gone through to this below link in which autolaunched flow ...
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1answer
35 views

Not able to call an action on Einstein Bot Builder

I have been trying to add an action to my Einstein bot with a flow that I have recently created. However, when ever I click on flows it always shows me "No Invocable Actions Found" I am not sure on ...
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10 views

Einstein Dashboard: choosing (radar/metric) chart scales and polygon colours

I would like to do some simple (or so I thought) readability tweaks on a radar chart made on an Einstein Analytics dashboard. For starters, I would like to be able to set the axes scales manually. I....
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21 views

How to check if any agent is online in einstein bot in apex

I have created 2 bots, and after having some conversation with users I need to transfer the chat to the Agent. So for this, I am calling apex as an action from Einstein bot setup and doing this query ...
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33 views

Is it possible to save/persist data from an Einstein Dataset back to Salesforce?

We are building a Lightning application that will be used to show Einstein consolidated data to users. We want to either consume this data directly from Einstein (we know we can do that with Wave SDK ...
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19 views

Einstein block language switch

We are having problems with the language switch in our PI Einstein block and the locale. First, I would need to know why the locale doesn't work properly. We have added a locale variable to our ...
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21 views

Marketing Cloud - email predictive content link broken after clicking multiple times

we implemented an abandoned cart journey builder which triggers an email. It contains a predictive content which recommends 4 products. Each product links the relative web page. The problem is ...
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19 views

How to create an auto increment field in Einstein Analytics

I want to add to my dataset an autoincrement field but I don't know how to. Is there any way to do this in the dataflow? Thanks in advance.
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1answer
66 views

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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1answer
61 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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18 views

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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1answer
129 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
53 views

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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1answer
40 views

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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16 views

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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33 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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1answer
101 views

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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30 views

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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1answer
23 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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16 views

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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33 views

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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18 views

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
127 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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27 views

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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22 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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11 views

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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11 views

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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1answer
88 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
147 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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241 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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1answer
60 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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0answers
35 views

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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188 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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12 views

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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12 views

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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49 views

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
110 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 ...