Display Objects List in Salesforce Einstein Bot
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
Transfer from BOT to a Queue in Salesforce
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
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
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
Blog Post: https://www.infallibletechie.com/2022/10/salesforce-bot-to-show-picklist-field-values-dynamically.html
Show Knowledge Article in Salesforce Einstein BOT
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
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-offlin
Salesforce Einstein BOT Input Validation
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
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
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 and Web
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-a
Salesforce Einstein BOT No Agent Dialog for Messaging for In App and Web
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.infa
Display Context Variable in Salesforce Einstein BOT
{!$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
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 without selection
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-
Salesforce Einstein BOT Object Search
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
Launch Salesforce Einstein BOT on click of a Button
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 Messaging for In App and Web
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
Retrieve field values from Salesforce Einstein BOT Object Search
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
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
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
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
{!$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-einst
Salesforce Einstein BOT Copilot Action Answer Questions with Knowledge
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