Display List of Objects for User Selection in Salesforce Einstein Bot
We can display list of objects for selection in Salesforce Einstein Bot. In the following example, I will be using Flow to retrieve records and Bot to display them. Sample ....
Tag: Salesforce Einstein Bot
Einstein BOTs Salesforce
Salesforce Einstein BOT Versions Limit
It is very very important to understand the Limits before implementing or developing Salesforce Einstein BOT versions. Versions per Salesforce Einstein BOT is only 20. Reference Article: https://help.salesforce.com/s/articleView?id=sf.bots_service_limitations.htm&type=5
How to display list of records retrieved from Flow in Salesforce Einstein Bot?
Sample Flow: Sample Einstein Bot: Output:
Salesforce Einstein BOT is displaying/showing Variable API Name instead of it’s value
Salesforce Einstein BOT will display the API Name of the Variable whenever the value is null or blank. 1. Do a null check before displaying the variable to the customers. ....
Salesforce Einstein BOT Backup Rule
Salesforce Einstein BOT Backup Rule will be triggered when the action doesn't result in any choices to display to your customer. Please check the following simple implementation: Sample Backup Rule Setup: ....
Difference between Call Dialog and Redirect to Dialog in Salesforce Einstein Bot
Call Dialog: Call Dialog retains the context of the conversation and returns the conversation back to the original dialog after the second dialog(called dialog) is completed. Redirect to Dialog: Redirect ....
How to set Debug Logs for Einstein Bot in Salesforce?
1. Open Bot Overview. 2. Under Settings section, check "Bot performs actions as". 3. Set Debug Log for Platform Integration if "Basic Chatbot User" is used. Sample Debug Log for ....
BOT is failing and routing the Chats to Agents in Salesforce
1. Check the Session Logs and troubleshoot the issue. Session log will capture the error. Sometimes, the exception may be from Flow or Apex. 2. Use Omni-Channel routing for Queue-based ....
How to create Case from Einstein BOT only when Chat is transferred to an agent and change the owner in Salesforce?
1. Create a Flow to create Case record. The flow will be called from the BOT when the Chat is transferred to the agent. 2.Create the following trigger on AgentWork ....
How to create Case from Einstein BOT only when Chat is transferred to an agent and change the owner in Salesforce using OmniToolKit?
1. Create the following Apex class.Apex Controller:public class ChatAcceptedController { @AuraEnabled public static void updateCase( String strChatTranscriptId, String strUserId ) { LiveChatTranscript objChatTranscript = [ SELECT Id, CaseId ....