Questions tagged [einstein]
Salesforce Einstein is a layer within the Salesforce platform that infuses Artificial Intelligence features and capabilities across all Salesforce Clouds.
351 questions
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Article recommendations
I’m encountering an issue with article recommendations. After successfully building the model, I ran into an error when trying to activate it. The error message states:
“This page has an error. You ...
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UnifiedEmail Full Details
We are attempting to build a bespoke solution to render activity captured by Einstein Activity Capture. The purpose will be to filter which emails are displayed based on criteria within the message.
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Agentforce popup window is blank
I am unable to view Agentforce pop up window on help.salesforce.com website. Are you able to view properly? If I click on the three dots and download the conversation, I can see the default text sent ...
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How to get a list of similar cases using Einstein prompt builder?
The company I work for has some Einstein for Service Add-on licences. I am trying to get some useful information using the Einstein prompt builder, but the results are deeply disappointing. I have ...
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Is there any way to download meta data of Einstein copilot action for replicating in another org?
I want to replicate an existing Einstein Copilot action for multiple Salesforce Orgs as my current setup is like a template and i wantto replicate this for my other clients as a solution? I don't see ...
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Einstein Studio training model doesn't end
I tried to reproduice this tutorial in a partner org DTCO with data cloud. I followed the same step but the data I used where directly inserted in salesforce. Then retrieved as DLO with Data Stream -&...
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Can custom agent actions be pinned as default prompts inside agent(copilot) window
I am working on creating few flex prompt templates which are used as copilot actions. Is there a way to pin these inside the copilot window so that users can be displayed with suggested agent actions. ...
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How is an Einstein Email recommendations block created?
I have watched a thousand videos about Einstein Email Recommendations, read a thousand articles on the subject, but I have not seen any real or fictitious example of how to set up an email with ...
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Color Accessibility Challenges in Einstein for Developers VS Code Extension
I prefer using a light theme in VS Code, because I have red-green colorblindness (Deuteranopia).
I’ve found some themes specifically designed for Deuteranopia that work well for me, but the dark theme ...
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383
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Problem with automated Einstein Case Classification
We have a custom Case field Cause, which is a picklist. This field is a good candidate for Einstein Case Classification. We have created and trained a model for several months. The suggestions seem OK,...
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193
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Einstein Chatbot Timeout
I have an Einstein ChatBot with the ability to transfer conversations to a Live Agent. I would like to customize the timeout settings for the chat. Specifically, I want the chat to timeout if the user ...
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Einstein Email Recommendations not populating
I am implementing Einstein email recommendations and have been following along with the documentation. I have a catalog uploaded and I have the tracking code on my website. Now the tracking code seems ...
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115
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JOIN two dataset adding 1 column in SAQL
I am quite new in salesforce SAQL and I'm wondering how to combine in the simplest way two dataset with the following logic.
I have D1 with almost 10 columns. All are important and one of them has ...
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55
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Unable to connect Einstein File with Salesforce Flow
I am building a proof of concept trying to connect Einstein bot with salesforce flow connected to Mulesoft IDP via external API call. The user will upload a document directly in the chat of the ...
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Can I send Content Selection click data to a DE?
Salesforce Marketing Cloud, Einstein
I send an email to a client with 2 assets and I would like to save in a DE which image the client clicked on. For example: "Do you like movies or series more?&...
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STO (ESTO) Einstein Send Time Optimization sends outdide of the STO Window
we are seeing from a Sunday June 9 email that went thru a 12 hour STO window in Journey Builder that contacts received the email well AFTER that window closed. You can see in the 1st attached image ...
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Salesforce Einstein Discovery Model/story on CRMA dataset combining multiple objects
Hi Team, I wanted to create Einstein discovery(ED) Model for Client Churn. So i created CRMA recipe to gather details from 3+ objects.(Account,Task,ChildCustomObj1 etc.). So when I created model on ...
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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 ?
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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 ...
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495
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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 ...
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107
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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?
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302
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Is Einstein 1 Copilot available in Partner Developer Editon?
We have Einstein GPT in our ORG but Einstein Copilot enable option doesn't appear?
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80
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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:
...
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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
"...
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141
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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 ...
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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 ...
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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/...
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88
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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 ...
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90
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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 ...
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133
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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, ...
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75
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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 ...
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326
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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 ...
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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 ...
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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 ...
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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.
...
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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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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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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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167
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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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141
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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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66
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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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482
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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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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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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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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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1k
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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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470
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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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