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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13 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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12 views

Einstein analytics - Need to calculate average time an opportunity spends in each stage using dataflow computereleative experssion

Compute relative experssion has offset parameter to get Prev, Next, current and First record so using the Prev offset I can get the previous stage but how to calculate the avg time an opp spends. ...
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12 views

Einstein Bot Omni Channel Pre chat form [closed]

I'm trying to implement a Pre chat form for my orgs new chat-bot but I would like if customers do not have to enter any information until we know what they want to specifically chat with an agent. ...
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1answer
54 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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25 views

Einstein Analytics - Which chart type is suitable for rendering five measures in a lens visualization? [closed]

Requirement is to render five measures in a lens visualization? we can have both either Metric Radar chart or Stacked bar chart as both of them allowed 5 measures so not sure which one to pick if ...
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35 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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12 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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14 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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10 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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9 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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35 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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26 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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41 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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30 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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13 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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28 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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25 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
20 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
74 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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40 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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34 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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32 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
47 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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26 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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93 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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25 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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42 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
109 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
35 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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40 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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28 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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35 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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43 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 ...
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2answers
175 views

Einstein Email Recommendations Catalog Error

I am unsure if this question is 'outside the scope' of this forum, but I have nowhere else to turn to. We've gone back and forth with Salesforce support trying to solve this, but they're no help and ...
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26 views

Salesforce Einstein Dataflow Join

In the dataflow, Is it possible to merge two tables based on the same key in which one table has multiple values? (See attached image) Site Code is the key between the two tables.
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1answer
47 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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2answers
158 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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17 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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51 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
218 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
99 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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1answer
83 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
65 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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58 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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32 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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63 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 ...