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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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8 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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25 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
21 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 ...
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13 views

Last Activity Date - Activity Metrics (Beta)

Two users noticed yesterday that the LastActivityDate (from the new Activity Metrics that now includes emails auto captured by inbox) didn't update, not a single email was "tracked" per that ...
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Opportunity with Tasks in Einstein

I'm trying to create a simple analytic in Einstein - Opportunities with or without Tasks. I've even tried to create an analytic just for Tasks. The data flow runs and finds over 100k records, but ...
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13 views

Field defined as number but recognized as an object

currently I am working on the development of a dashboard to calculate the rate of recognized intents of an Einstein chatbot. I generated a field called "IsSubjectIdentified". When it finally comes to ...
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8 views

Einstein Analytics data binding to boolean value

I am trying to conditionally hide tabs based on the output of a certain table. Currently I am attempting to set the navigationHidden property of the page to false like so: "navigationHidden": "{{cell(...
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12 views

Inbox - how do I prevent from tracking my OWN opens?

I've recently changed to the 'new' Salesforce extension, and done away with the older inbox extension. I've made sure to enable the Inbox features via setup, tracking and the other abilities seem to ...
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10 views

How to have Certain Bots Appear Based on a Users Region/IP Address?

I want two different bots to appear based on an end user's region/IP address. For example, if someone was in the UK, I'd have my UK Bot interact with the person. However, if someone was in the US and ...
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18 views

CSP problem for einstein bot in lightning community

I was able to complete this project on Einstein bot in my trailhead playground. https://trailhead.salesforce.com/content/learn/projects/build-an-einstein-bot/prep-for-einstein-bots In the first unit ...
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37 views

Einstein Split in Journey Builder Error

I am trying to use Journey Builder to apply an Einstein Persona Split to my Journey Builder audience. This is a recurring email campaign that has been set up to be started from a triggered Automation. ...
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23 views

SAQL to generate a field not in a group by statement

I'm a bit of a beginner to SAQL. I have been tasked with maintaining a fairly elaborate dashboard and data flow and have been asked to add some features to it. There is a lens that displays a chart ...
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14 views

Einstein Single user License

We are searching the AI possibilities using Einstein, I searched and found Einstein developer guide though which I am aware of Einstein Language and Vision APIs. I would like to purchase one user ...
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1answer
53 views

Einstein predictive email recommendation(SFMC) on product out of stock when email is clicked?

Here's the scenario on Einstein SFMC Einstein-element is added to email which sell iPhones, customer receive the email and iPhone recommendations in Einstein module - for example iPhone 9 and XS. ...
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2answers
100 views

How to activate Einstein bots in a new sfdx scratch org?

I tried a lot of combinations, but not matter what I do, the "Einstein bots" menu of my generated scratch orgs only targets to "Contact support to activate Einstein Bots" According to the trailhead, ...
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1answer
53 views

Creating Test Class for Einstein Bot Invocable Apex Class to Search Articles

I've created an Invocable Apex Class that allow us to search articles and return the resolution to the bot. The Apex class works as expected in the sandbox. However, I'm struggling to create a test ...
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1answer
22 views

Should emails sent to a PERSONAL email address field display in account's activity feed?

With the standard einstein activity capture, emails sent to contacts automatically get logged on the applicable account. I'm wondering if emails should be logged that were sent to the personal email ...
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1answer
22 views

Token generation for Einstein Sentiment API

I am trying to implement the sentiment api but having issue while generating the access token. I have uploaded einstein_platform.pem file in Files in Salesforce. ContentVersion con = [SELECT Title ...
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12 views

Einstein access token generation

I am using below code to generate the access token for sentiment api on einstein platform. But everytime I am getting value null. ContentVersion con = [SELECT Title ,VersionData ...
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24 views

Einstein Analytics dashboard automatic download of snapshot

Is it possible to automatically generate a pdf/jpeg file in analytics dashboard. Can it be done using salesforce standard or custom(Apex).
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1answer
121 views

How to check “does not contain” in saql?

I have written my saql like q = load "Opportunities"; q = filter q by !('Opportunity.Name' in ["test","TEST ","Test"]); q = group q by 'Opportunity.Name'; q = foreach q generate 'Opportunity.Name' ...
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1answer
83 views

Send at Certain Send Time based on subscriber past attributes?

I was wondering if it was possible to look at open times of subscribers in Marketing Cloud (It has this in the tracking reports (12/17/2018 9:08 AM) per subscriber with email and subscriber key) and ...
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1answer
35 views

Auto log activities to CLOSED opportunities?

Our current way of doing things in SFDC, has customer success working off of the opportunity as opposed to the account object. The opp has information they need, along with the fact its related to ...
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39 views

Einstein Bot crashes on random moments

I created an Einstein Bot in a trailhead environment and everything went great. Apex calls etc. Now I'm creating a new bot in the Sandbox Environment of my client and on random moments, the bot tries ...
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1answer
27 views

How do I assign the Analytics cloud builder permission set license to a user?

I've been trying to use Einstein Analytics. I've enabled analytics but I'm still not getting the analytics studio app in the app menu. I am not able to assign the Analytics cloud builder license to ...
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52 views

How to force a einstein bot snap-in to check if the user has logged in mid chat session

I have an Einstein Bot use case scenario where Users are supposed to start the chat session without a need to login to my salesforce site but later, depending on the confidentiality of the information ...
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2answers
79 views

How to parse this JSON response returned in Einstein Chat-Bot?

Currently getting raw JSON response - { "coord": { "lon": 73.85, "lat": 18.52 }, "weather": [ { "id": 800, "main": "Clear", "description": "clear ...
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1answer
71 views

How to remove “Transfer to Agent” default option from chat-bot option menu

I want to remove the option of connecting to agent from options menu of Einstein Chatbot. Is there any way I can achieve this?
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1answer
138 views

Configure Einstein Chat Bots to show Knowledge Base Articles

I used the Cookbook(http://go.pardot.com/l/349921/2018-06-13/gq59) to get Knowledge Articles into my bot.But it's not working... The problem that I'm having is that my bot seems to have no rights ...
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33 views

Is there any way to add wait time for Einstein bot?

I have an integration with third party system in asynchronous manner, is there any way to deal async integration in bot or ability to add wait time?
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36 views

Data Manager issue in Einstein Analytics

Uncaught TypeError: Cannot read property 'getTransformName' of null I'm having an issue with certain objects in the Data Manager in Einstein Analytics. I can create a sfdcDigest node but when I try ...
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0answers
95 views

Not getting response from apex action einstein bot

Below is configuration screenshot - public with sharing class ChatBotTime { public class ChatBotTimeAndTempOutput { @InvocableVariable(required=true) public String city; @...
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1answer
273 views

chatbot transfer to live agent is showing me no agents are available

I've created a basic chat bot in salesforce and have a transfer to Agent option in it. Here my bot is working fine for all the conversation. but when I click on Transfer to Agent it gives me a message ...
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1answer
196 views

Einstein Predictive Email Reccomendations (Marketing Cloud) customization by Country

We are trying to implement Marketing Cloud Email Recommendations: we have a global product catalog we would like to upload, the problem is the availability (together with the discount) must not be ...
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14 views

Salesforce Einstein: File content must be provided in one of the supported file formats

I have deployed code for salesforce einstein application :https://github.com/muenzpraeger/salesforce-einstein-platform-apex I am trying to create and upload dataset. I have created zip file and ...
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0answers
60 views

How to get an working automated catalog image generation for einstein email recommendations?

The catalog image generation process of einstein web recommendation is one of the worst possible designed processes i have ever seen. Therefore it would be a pleasure if you can share your experiences ...
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1answer
144 views

How to display custom Form/Pre chat form before transferring to an Agent in Einstein Bots

I'm using Einstein Bots for knowledge Articles, where in I have a Dialog to transfer to an agent based on some predefined options that the customer has chosen. Everything works, but I would like to ...
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2answers
675 views

Einstein Bot: get current Community User for Live Agent Pre-Chat

I'm playing around with Einstein Bots and have created a simple bot that is consumed inside a customer community. I'd like to get the current User inside an Apex action used in a bot dialog. The ...
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47 views

Use PreChatObjects from liveAgent in Einstein Bot

I have a LiveAgent chat configured for iOS and Android devices, we send some informations like UserName, Email, PhoneNumber etc. using PrechatObject. I am now building an Einstein bot, and I need to ...
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1answer
147 views

Einstein Bot not working with Omni-Channel Routing

I have successfully implemented Einstein bot with Skill based Routing. But when I change the routing to Omni-Channel I am not getting connected to the Bot. I use snap-ins and fill my Pre-chat page it ...
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0answers
204 views

Retrieve user's name without Pre-chat form for Einstein Bots

I am creating an Einstein chatbot and I want to greet the user by their name. The Apex class that I have written for this purpose returns "Platform Integration User". An answer to another post says to ...
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1answer
22 views

How do I disable default user details page on Einstein bots

I want to directly start einstein bot without asking the user to fill in the details form.
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200 views

Einstein Bots preview issue

I can't get Einstein Bot running on my Developer org. I followed this instructions http://deepikamatam.blogspot.com/2018/07/einstein-bot-creation-step-by-step.html I saw this issue Why is it that ...
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2answers
257 views

Sign Up for a Trailhead Playground with Einstein Lead Scoring

By following the below steps from Salesforce Trailhead "Sign Up for a Trailhead Playground with Einstein Lead Scoring", I am able to create a new org with Einstein Lead Scoring. But while verifying ...
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1answer
267 views

Chat Bot Invocable Actions

I am planning to configure ChatBot with invocable actions. I am not getting the output instead it says "Sorry, I didn't understand that". I tested in console, I am getting the output. Am I missing ...
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1answer
273 views

Hyperlink in Einstein Bot Dialog message

I'm trying to create a hyperlink in the Dialog message in Einstein Bot. The effect should be same as : <a href="http://www.salesforce.com/">Click here to go saleforce.com</a> Of course, ...
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38 views

Compare Table experts needed!

Description: I have a table like below, the Price Change row which contains '300' for 2018 and '600' for 2019 is the sum of values of all products per year. Price Change is a column defined by the ...
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0answers
95 views

Using Einstein Engagement Scoring with IP Whitelisting

I'm looking to enable Einstein Engagement Scoring on an account. According to the list of Prerequisites for Einstein Engagement Scoring, the documentation states: Einstein Engagement Scoring is ...
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1answer
221 views

Limit of dialogs in Einstein bot

Is there a limit on number of dialogs in Einstein Bot? When I added more then 100, next one don't show up in dialog search, but I believe they are there, because I can not create new one with same ...
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1answer
126 views

How do I fix this error I get converting metadata form to source form using sfdx force:mdapi:convert

I've retrieved metadata from my org using sfdx force:mdapi:retrieve. When trying to convert it to source form using force:mdapi:convert I get the following error. An error was encountered ...