Display Objects List in Salesforce Einstein Bot
4K views · Jul 7, 2022 infallibletechie.com
We can display list of objects for selection in Salesforce Einstein Bot. 1. Make sure Objects and Fields permissions are added to the sfdc.chatbot.service.permset Permission Set. 2. We can use Flow or Apex to fetch and return the data to the Flow. Blog Post: https://www.infallibletechie.com/2022/07/display-list-of-objects-for-user.html
Error Handler Dialog missing in Salesforce Einstein BOT
284 views · Jul 28, 2022 infallibletechie.com
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Transfer from BOT to a Queue in Salesforce
1K views · Aug 1, 2022 infallibletechie.com
Using Rule Action, we can transfer Chats from BOT to a Queue in Salesforce. Blog Post: https://www.infallibletechie.com/2022/07/how-to-transfer-from-bot-to-a-queue-in-salesforce.html
Salesforce Article Answers in Einstein Bot
3K views · Sep 14, 2022 infallibletechie.com
Salesforce Article Answers with Einstein Bot helps us avoid transferring Chats to agents when Knowledge articles can assist the customers. Blog Post: https://www.infallibletechie.com/2022/09/salesforce-article-answers-in-einstein-bot.html
Greet Customers without Pre Chat Form in Salesforce Chat
9K views · Nov 6, 2022 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2022/11/greet-customers-without-pre-chat-form-in-salesforce-chat.html
Salesforce BOT to show Picklist Field Values Dynamically
9K views · Dec 16, 2022 infallibletechie.com
Blog Post: https://www.infallibletechie.com/2022/10/salesforce-bot-to-show-picklist-field-values-dynamically.html
Show Knowledge Article in Salesforce Einstein BOT
878 views · Jan 13, 2023 infallibletechie.com
Object Search can be used to search and display Knowledge Article in Salesforce Einstein BOT. Blog Post: https://www.infallibletechie.com/2023/01/show-knowledge-article-in-salesforce-einstein-bot.html
Route Salesforce Chats to BOT when agents are Offline
14K views · Feb 20, 2023 infallibletechie.com
We can route Salesforce Chats to BOT when agents are Offline or Unavailable and route to the queue when agents are available using Omni-Channel Flow. Blog Post: https://www.infallibletechie.com/2023/02/route-salesforce-chats-to-bot-when-agents-are-offline.html
Salesforce Einstein BOT Input Validation
17K views · Mar 7, 2023 infallibletechie.com
Custom Entity with Regex Pattern can be used to validate customer input in Salesforce Einstein BOT. Blog Post: https://www.infallibletechie.com/2023/03/salesforce-einstein-bot-input-validation.html
Set Language in Salesforce Einstein Bot
5K views · May 22, 2023 infallibletechie.com
To set Language in Salesforce Einstein Bot, we use Rule Action "Set Conversation Language" in Salesforce. Blog Post: https://www.infallibletechie.com/2023/05/how-to-set-language-in-salesforce-einstein-bot.html
Check Salesforce Einstein BOT status using API
2K views · Aug 15, 2023 infallibletechie.com
Runtime Base URL in Salesforce Einstein BOT can be used to check Salesforce Einstein BOT status using REST API. Blog Post: https://www.infallibletechie.com/2023/07/how-to-check-salesforce-einstein-bot-status-using-api.html
Send Hyperlink from BOT in Salesforce Messaging for In App a...
2K views · Aug 18, 2023 infallibletechie.com
In order to send URL Link or Hyperlink from the Salesforce Einstein BOT when using Messaging for In-App and Web, use the Enhanced Link component. Blog Post: https://www.infallibletechie.com/2023/08/send-hyperlink-from-bot-in-salesforce-messaging-for-in-app-and-web.html
Salesforce Einstein BOT No Agent Dialog for Messaging for In...
3K views · Dec 24, 2023 infallibletechie.com
Salesforce Einstein BOT No Agent Dialog for Messaging for In-App and Web feature will be invoked when the Outbound Omni-Channel flow couldn't transfer the Session from BOT since no agents are at capacity to handle the session. Blog Post: https://www.infallibletechie.com/2023/12/salesforce-einstein-bot-no-agent-dialog-for-messaging-for-in-app-and-web.html
Display Context Variable in Salesforce Einstein BOT
512 views · Jan 31, 2024 infallibletechie.com
{!$Context.VariableName} should be used to display Context Variable in Salesforce Einstein BOT. Blog Post: https://www.infallibletechie.com/2024/01/display-context-variable-in-salesforce-einstein-bot.html
Query Salesforce Einstein BOT Intent Detection
2K views · Feb 22, 2024 infallibletechie.com
SOQL query on the ConversationDefinitionEventLog object/entity can be used to query Salesforce Einstein BOT Intent Detection. Blog Post: https://www.infallibletechie.com/2023/11/query-salesforce-einstein-bot-intent-detection.html
Handle Salesforce Einstein BOT Question with Dynamic option ...
3K views · Feb 23, 2024 infallibletechie.com
To handle Salesforce Einstein BOT Question with Dynamic option without selection, "Repairing Misunderstanding" should be used. Blog Post: https://www.infallibletechie.com/2024/02/how-to-handle-salesforce-einstein-bot-question-with-dynamic-option-without-selection.html
Salesforce Einstein BOT Object Search
2K views · Mar 8, 2024 infallibletechie.com
Object Search can be used in the Salesforce Einstein BOT to search records. Object Search in the Salesforce Einstein BOT allows us to search records without using Flow or Apex. Blog Post: https://www.infallibletechie.com/2024/03/salesforce-einstein-bot-object-search.html
Launch Salesforce Einstein BOT on click of a Button
6K views · Mar 15, 2024 infallibletechie.com
We have to display and Launch Salesforce Messaging for In-App and Web on a Button Click to launch Salesforce Einstein BOT on click of a Button. Blog Post: https://www.infallibletechie.com/2024/03/launch-salesforce-einstein-bot-on-click-of-a-button.html
Invoke Salesforce Omni Channel Flow from Einstein BOT for Me...
1K views · Mar 19, 2024 infallibletechie.com
Set Routing Type component on the Einstein BOT can be used to invoke Salesforce Omni-Channel. The output from this should be used in the Transfer Dialog to transfer the session from Einstein BOT. Blog Post: https://www.infallibletechie.com/2024/03/invoke-salesforce-omni-channel-flow-from-einstein-bot-for-messaging-for-in-app-and-web.html
Retrieve field values from Salesforce Einstein BOT Object Se...
2K views · Apr 17, 2024 infallibletechie.com
Salesforce Auto-Launched flow can be used to retrieve field values from Salesforce Einstein BOT Object Search. Blog Post: https://www.infallibletechie.com/2024/04/retrieve-field-values-from-salesforce-einstein-bot-object-search.html
Salesforce BOT to BOT Transfer Check
118K views · Apr 19, 2024 infallibletechie.com
System Context Variable ReferrerBotId can be used to check whether the BOT was invoked from BOT to BOT transfer. Blog Post: https://www.infallibletechie.com/2024/04/salesforce-bot-to-bot-transfer-check.html
Salesforce BOT to BOT Transfer Check
118K views · Apr 19, 2024 infallibletechie.com
System Context Variable ReferrerBotId can be used to check whether the BOT was invoked from BOT to BOT transfer. Blog Post: https://www.infallibletechie.com/2024/04/salesforce-bot-to-bot-transfer-check.html
Salesforce Form Messaging Component
851 views · May 15, 2024 infallibletechie.com
Using Salesforce Form Messaging Component, we can create records. To create Salesforce Form Messaging Component, use "Form" as the Message Type. Blog Post: https://www.infallibletechie.com/2024/05/salesforce-form-messaging-component.html
Display ContactId and RoutableId in Salesforce Einstein BOT
478 views · Jun 24, 2024 infallibletechie.com
{!$Context.ContactId} and {!$Context.RoutableId} should be used to display the Context Variables ContactId and RoutableId in Salesforce Einstein BOT. Blog Post: https://www.infallibletechie.com/2024/04/display-contactid-and-routableid-in-salesforce-einstein-bot.html
Salesforce Einstein BOT Copilot Action Answer Questions wit...
995 views · Jul 31, 2024 infallibletechie.com
Salesforce Einstein BOT Copilot Action: Answer Questions with Knowledge will help answering questions from the visitors based on the information from the relevant Knowledge articles. Blog Post: https://www.infallibletechie.com/2024/07/salesforce-einstein-bot-copilot-action-answer-questions-with-knowledge.html
Pass data from Chat to Einstein BOT in Salesforce
3K views · Nov 8, 2024 infallibletechie.com
embedded_svc.settings.extraPrechatFormDetails can be used to pass data from Chat to Einstein BOT in Salesforce. Blog Post: https://www.infallibletechie.com/2024/11/pass-data-from-chat-to-einstein-bot-in-salesforce.html
Pass data to Einstein BOT in Salesforce Messaging for In App...
2K views · Nov 17, 2024 infallibletechie.com
Using Hidden Pre-Chat Hidden fields, we can pass data to the Omni-Channel Flow. Next, in the Omni-Channel Flow, we can update the Messaging Session record with the Pre-Chat Hidden Fields. Finally, using Context Variable in the Einstein BOT, we can use Context Variable and map it to a Custom Variable in the Dialog and use it. Blog Post: https://www.infallibletechie.com/2024/11/pass-data-to-einstein-bot-in-salesforce-messaging-for-in-app-and-web.html
Pass data to Einstein BOT in Salesforce Messaging for In App...
2K views · Nov 17, 2024 infallibletechie.com
Using Hidden Pre-Chat Hidden fields, we can pass data to the Omni-Channel Flow. Next, in the Omni-Channel Flow, we can update the Messaging Session record with the Pre-Chat Hidden Fields. Finally, using Context Variable in the Einstein BOT, we can use Context Variable and map it to a Custom Variable in the Dialog and use it. Blog Post: https://www.infallibletechie.com/2024/11/pass-data-to-einstein-bot-in-salesforce-messaging-for-in-app-and-web.html
Pass data to Einstein BOT in Salesforce Messaging for In App...
2K views · Nov 17, 2024 infallibletechie.com
Using Hidden Pre-Chat Hidden fields, we can pass data to the Omni-Channel Flow. Next, in the Omni-Channel Flow, we can update the Messaging Session record with the Pre-Chat Hidden Fields. Finally, using Context Variable in the Einstein BOT, we can use Context Variable and map it to a Custom Variable in the Dialog and use it. Blog Post: https://www.infallibletechie.com/2024/11/pass-data-to-einstein-bot-in-salesforce-messaging-for-in-app-and-web.html
Create Case via Salesforce Enhanced SMS Channel
2K views · Jan 31, 2025 infallibletechie.com
Salesforce Einstein BOT can be used to create Case only when Agents are unavailable. Blog Post: https://www.infallibletechie.com/2025/01/create-case-via-salesforce-enhanced-sms-channel.html
Create Case via Salesforce Enhanced SMS Channel
2K views · Jan 31, 2025 infallibletechie.com
Salesforce Einstein BOT can be used to create Case only when Agents are unavailable. Blog Post: https://www.infallibletechie.com/2025/01/create-case-via-salesforce-enhanced-sms-channel.html