You all must have come across terms like AI, Einstein, or Einstein chatbot and listened to people saying Bot deployment is easy. However, the challenge is to create a useful and relevant bot for your customers. Today, we are going to tell you everything about the setup process of Einstein Chatbot in Salesforce.

So, let’s begin with this thoughtful solution!

Prerequisites:

Bots rely on technology you use, such as the channel, knowledge articles, Einstein, report and dashboard, etc.

  1. You need to have a Service Cloud license.
  2. Enable chat in your org. From Setup, enter Chat in the Quick Find box, then select Chat Settings. Check Enable Chat.
  3. From Service setup, enable ‘Chat Guided Setup Flow.’
  4. Turn on the permission for ‘Enable Support QuickAction Rest endpoint for Guest Users.’
  5. For offline support, enable guest access to the support API.

Setup Einstein Bot in Salesforce

1. Enable:

enable

2. Now, click New. Give a name and preferred language to your bot. And skip the rest of the steps so we can see how we can set up things manually.

Note: We have named our bot Eve.

3. Here, we are on the Einstein bot builder.

A.

Salesforce Einstein Bot

B. Here you can find all the feature lists of Einstein bot.

B

C. Let’s quickly go over the current screen:

  • These are the prebuilt dialogs.
  • Welcome Message shows up when the customer starts a conversation.
  • Here we can set it to show a menu, Start another dialog, Transfer to an agent, or Wait for customer input, which implies you will use NLP to identify customer intent and start the next dialog.
  • After the Welcome dialog, the bot immediately goes to the Main Menu dialog(if set up).

4. For every dialog we can set the dialog steps, which are built from:

A. Messages—communicate information to the customer using text.

B. Questions—ask for customer input and store that information.

C. Actions—access Salesforce automation tools such as Apex code, Flows, outbound email, or Object Search.

D. Rules—add conditional logic based on customer data and perform actions such as transfers, setting variables, or ending the chat.

E.

E

5. Add a new dialog to display a set of options to your customer

A.

5 108392e82b

B. Now, check show in the Bot options menu

5B

6. Now, set the final piece

A. Add channel and save

6A

7. Now, let’s test

A. From Dialog, active the bot and click preview and select the embedded service on which you want to test this bot.

B.

7B

And, similarly, you can add the next steps to each dialog and prepare a bot conversation.

We have added one to Order-related 🡪 “Order status” to ask customer order number with below pattern only O-12345.

Conclusion

There you have it! Our step-by-step guide to help you set up Einstein Chatbot in Salesforce. We hope that this blog was helpful to you. If you try out this solution, then do share your experiences with us. We will be back with another solution soon to help you succeed with Salesforce. Till then, happy learning! 🙂

Related Articles
Step-by-Step Guide to Integrating Salesforce Doc-Gen with eSigning Tools

In today’s fast-paced digital landscape, streamlining document workflows is no longer a luxury—it’s a necessity.  Integrating a document generation app, like Docs Made Easy, with an eSigning tool, helps businesses automate the entire document lifecycle—from creation to signature—saving time, reducing errors, and boosting productivity. In this guide, we’ll walk you through the key steps, tools, […]

Read More
How to Build a Real Time Chat Application Using LWC and Models API

The Models API plays a significant role in providing access to and facilitating interaction with large language models (LLMs) from various Salesforce partners such as Anthropic, Google, and OpenAI. It enables applications to leverage these models for various tasks, including text generation and other AI-powered capabilities. As a user, you can configure any Salesforce-enabled model […]

Read More
How to Integrate Salesforce Data Cloud with Amazon Redshift

Companies can finally connect Amazon Redshift to Salesforce Data Cloud without using the ordinary username & password authentication systems ever since its collaboration with AWS has happened. Business owners no longer have to be concerned about managing static credentials or breaching data security. By leveraging Salesforce IDP, companies can easily access their data lakehouse in […]

Read More
Trigger Prompt Templates Using Flow, Apex, or REST API

A prompt template is a pre-designed structure in Salesforce, specially designed to create personalized prompts by filling the substitute with particular details of customers, products, and more. This approach strengthens the creation of prompts and lets teams generate data-driven content. Every time a prompt template is used, it automatically merges the data to create a […]

Read More
Step-by-Step Guide on Adding Opportunity Team Members to Slack Channel

Salesforce allows you to improve communication by effortlessly connecting Opportunity Team Members to Slack channels. This step-by-step blog will show you how to enable Opportunity Teams, configure Slack integrations, and automate the process with Salesforce Flow. Real-time Slack notifications may help you streamline communication, increase productivity, and keep your sales team on the same page. […]

Read More
How to Use Transform Element in Salesforce Flow

Salesforce introduced the transform element in their winter ‘24 release. This feature simplifies data processing in flows by eliminating the need for loops and assignment elements. With the Transform Element, you can seamlessly map source data to target data, making your flows more efficient and easier to maintain. Transform element is available for screen flows, […]

Read More
Our Location worldwide
Indian Flag India
3rd Floor, A-10, Pegasus Tower, Sector 68, Noida, Uttar Pradesh 201301 +91-1203117884
United States of America Flag USA
333 West Brown Deer Road Unit G – 366 Milwaukee WI, USA 53217 +1(262) 310-7818
United Kingdom Flag UK
7 Bell Yard, London, WC2A 2JR +44 20 3239 9428
Canada Canada
HIC Global Solutions INC
43 Lafferty Lane, Richmond Hill, L4C 3N8, CA +1(262) 310-7818