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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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ChatBot is not recognising Contact if lastname or email contain 'test'?

ChatBot is not recognising Contact if lastname or email contain 'test'? is there any documentation for this ?
Guduli Das Mohapatra's user avatar
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Salesforce Lightning Record Page

Whenever i am going to save the lightning record page of Case there is an error occurring: "The 'Einstein Field Recommendations' component's 'Recommendation Type' property has an invalid value.&...
Abhishek Sharma's user avatar
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Einstein Email Recommendation with Content Builder

I've created a display within Einstein Email Recommendations (using HTML and placeholders/dynamic variables, like src="%%ContentImageLink%%, for example) where it takes dynamic data and populates ...
Rafael's user avatar
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Einstein Activity Capture issues

I am having some issues on fixing the status of users in Einstein Activity, a few users have "Needs attention" status, I already tried on "Resync" and "Reconnect" them ...
Luis Escalante's user avatar
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1 answer
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What is the "time" for the Einstein feature in Marketing Cloud?

What is "time" in the Einstein feature of Marketing Cloud? Is the time used by Einstein (e.g. STO) CST? Or does it depend on the BU time zone?
youkey's user avatar
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2 answers
121 views

Is Einstein 1 Copilot available in Partner Developer Editon?

We have Einstein GPT in our ORG but Einstein Copilot enable option doesn't appear?
Darshan A Patil's user avatar
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20 views

Einstein Content Selection - Content Not Displaying As Per Field Mapping

After setting up a banner content block, and adding our Consumer profile data extension I have successfully created a content block that shows when viewing the Test - Customer Profile DE. As below: ...
DLeo's user avatar
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1 answer
243 views

CRM Analytics - Unable to find error log download in Jobs Monitor

I am trying to load data to CRM Analytics via external data upload using Middleware tools. I got an email saying 10k records failed and 90k records succeeded. Below is the email content "...
Ravi Narayanan's user avatar
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How do we enable Foundation models in Einstein Studio?

I'm investigating the Bring Your Own Model feature of Salesforce Einstein. I can't seem to find where to register our model. I found a Salesforce Help page which says to go to 'Foundation Models' in ...
silverglass's user avatar
2 votes
1 answer
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Can Einstein Studio be enabled in scratch orgs?

We'd like to investigate the Bring Your Own Model feature of Salesforce Einstein. From what I can tell, this is part of Einstein Studio, which is a part of Data Cloud. I can't find any documentation ...
silverglass's user avatar
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45 views

How to invoke Snippet Settings file every time a new bot session is initiated without page refresh?

We have an embedded service chat in Experience cloud community page. We are populating the fields on chat transcript object using the 'snippet' file as mentioned here: https://developer.salesforce.com/...
Sarang's user avatar
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How to Show different options at no agent depending on Menu selection?

When there no agent , the bot routes to this general dialog But for example the users selects Menu Option A --> when it routes to no agent --> I would like to show different options such as for ...
learnram's user avatar
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Einstein chatbot able to take file uploads

I have a requirement for an einstein chatbot which will be able to take file uploads. Can anyone give me some directions? I have been looking for a decent solution for my requirement, but lack of ...
Abhigyan Ghosh's user avatar
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1 answer
53 views

Using Einstein STO outside of Journey Builder

I know Einstein STO is designed to use within Journey Builder, but I also know I can use it to send ad hoc emails via an Automation Studio Send Email event. My question is, once I create that event, ...
PForsyth's user avatar
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1 answer
59 views

PieChart with Multiple Measures

I want to display a piechart based on multiple measures . For ex , Total Revenue will be overall piechart segment length. Total Profit , Total Loss , Total discounts etc will be multiple segments in ...
Ravi Narayanan's user avatar
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147 views

Einstein Bot - Redirect to Dialog using variable

I'm trying to redirect to a Dialog using a variable set by an answer to a Dynamic Question. The options from the Dynamic Question are records from ConversationDefinitionDialog, and I'm using the ...
GFran's user avatar
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494 views

How can I make Einstein Bot to ask a question and store result into variable?

I am trying to build Einstein Bot to ask a question and then store answer into a variable so that it could leveraged for the further actions. I have seen in the documentation that a standard System ...
Patlatus's user avatar
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33 views

Einstein Bot: Capture customer's cookie value and pass to the Live Transcript object

as the title suggests, I am trying to capture a cookie value from the customer and expose it to the Einstein Bot so that it can be stored in a field within the LiveChatTranscript object. So far I have ...
Ishfaq Khan's user avatar
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Einstein Prediction Builder for Loyalty Management objects

I have a client where we are exploring possibilities of Einstein Prediction Builder. They are using Loyalty Management and we would like use those standard Salesforce loyalty objects for predictions. ...
Filip's user avatar
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1 answer
447 views

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 ...
Patlatus's user avatar
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1 vote
1 answer
278 views

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 ...
AlexKEPHD's user avatar
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59 views

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 ...
Gkent Peralta's user avatar
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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 ...
SalesforceHarmony's user avatar
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112 views

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. ...
Muhammad Anas's user avatar
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161 views

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 ...
Alberto Bissacco's user avatar
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123 views

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 ...
SF_user's user avatar
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547 views

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 ...
J Dot's user avatar
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106 views

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 '...
Venkata's user avatar
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13 views

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 ...
Felix Lunemann's user avatar
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1 answer
115 views

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 ...
kl2's user avatar
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1 answer
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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 /...
kl2's user avatar
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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 ...
sdfcwolf's user avatar
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146 views

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 ...
Kate's user avatar
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217 views

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 ...
elia's user avatar
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1 answer
394 views

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 ...
Dara Sue's user avatar
0 votes
1 answer
196 views

salesforce einstein CHATBOT and custom notification

Messaging.CustomNotification notification = new Messaging.CustomNotification(); notification.setTitle('A CASE HAS BEEN ESCALATED!'); notification.setBody('Case # : ' +caseNumber+ ' subject : ' + ...
Gkent Peralta's user avatar
0 votes
1 answer
1k views

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 ...
Rv1's user avatar
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1 answer
515 views

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 ...
Gaurav Sharma's user avatar
1 vote
1 answer
1k views

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.
Guest's user avatar
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0 answers
830 views

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 ...
Dond's user avatar
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0 votes
1 answer
328 views

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 ...
stack20's user avatar
1 vote
1 answer
4k views

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?
Patlatus's user avatar
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0 votes
1 answer
407 views

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 ...
Kira Sign's user avatar
1 vote
1 answer
898 views

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: ...
Yevhen B's user avatar
-1 votes
1 answer
178 views

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 ...
petrick.hymans's user avatar
0 votes
1 answer
923 views

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 ...
Mahmood's user avatar
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1 answer
116 views

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 } ...
Arthur Almeida's user avatar
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1 answer
64 views

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 ...
Rishi Ganesh's user avatar
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0 answers
868 views

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 ...
Ben2pop's user avatar
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1 answer
380 views

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 ...
Ben2pop's user avatar
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