Display Objects List in Salesforce Einstein Bot
ฝัง
- เผยแพร่เมื่อ 5 ก.ค. 2022
- 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:
www.infallibletechie.com/2022... - วิทยาศาสตร์และเทคโนโลยี
Really helpful...
Glad it was helpful!
Instead of using the action to run the flow, could the Object Search feature be used? I'm currently trying to do it that way, but my Object List always returns [EMPTY TEXT] for the options the customer would see. I'm just trying to display up to 3 open cases for the customer to choose which Case they're chatting in about(after they've requested to review a case).
I thought this was a perfect scenario for the object search, but I'm stuck.
I have used Object Search and never had any issues.
www.infallibletechie.com/2023/01/show-knowledge-article-in-salesforce-einstein-bot.html
how can we convert the data in leads object into account object using einstein chatbot? And how we can generate a report to get previous year history?
Sorry. I had never done this.
Hi, I can see the list for selection in Text Preview mode but cannot see the output in the enhanced chatbot. Am I missing something here. All permission looks ok to me.
Not sure. I used Standard BOT.
What if the same user with sfdc.chatbot perm , in the same account has write permission also, in that case what happen through chatbot will he be able edit the account also ?
From the BOT, you should Invoke Flow or Apex to do the DML.
I was able to display the info from the case, so ty, but I need to display the info in Spanish (status displays new instead nuevo), can I fix that in the bot?
I gonna try apply decision in the flow, if u know better pls tell me
I don't think the records can be displayed in different languages
Hello! I didn't understand the variable from "The output from the action is displayed to your customer as choices" (4:36). What should I put in there?
CaseNumber is standard field in Case object. For list of items, I am using it for user selection.
@@Infallible-Techie So I should be using the API of the field, right? I'm using a flow to get Products (Standard Product2 SF Object). So, on that output I should put: {!Name}, as Name is the API for the Product Name field. Problem is that the list becomes: 1. {!Name} 2. {!Name}, etc, without showing the actual name of the record got. I can say for sure that the records are being properly fetched because of the number of records.
I'm thinking this has something to do with the Chatbot Permission Set. I'll check it.
Yes. Make sure the Product Name Field Level security is given to the BOT Running User.
Can you please help me with the message error as I have gave all the permissions to account and contact but it's still printing the variable name
Ashiesh, do a null check. It might be due to Bot Context user is not having access to the records.
Hi is there any way to display the size of the object list? normally in apex, it would be objList.size() to get the integer, but how do I do that in einstein bot list variable?
You have to send the count from apex or flow to the BOT. www.infallibletechie.com/2022/01/how-to-find-count-or-number-of-records.html
@@Infallible-Techie thanks! If you don't mind again...
Is there anything similar to a for loop in einstein? To use in Message Dialog display and access the list variable that way (Question Dialog, dynamic buttons populated from list means, the rest of the options go away when selecting one)
I need to display the object list I returned from the flow in the form of a table, so that all the records returned are visible at the same time. Would a lightning data table work?
BOT builder is not same as Flow builder. So, we have very less options to use.
I have the reques to to show the createdDate(Data/Time) from cases, but as type Date(dd/mm/yyyy), I am not able to achive that
As far as I know, we cannot change it with the standard selection option.
@@Infallible-Techie ty
why the Ritch Content Preview button is disabled.
Activate the BOT to check it.
In my situation if the customer enters a wrong case no, the message shows with the {!AccountRecord.Name}. Hw can I fix it to re route to agent if there is no match?
You have to check whether the value is set before displaying the values.
@ible-Techie can you please guide me how i can do that please? I have tried this by using the variable and checking if it is set but i see no difference :(
Check the Rules used in this www.infallibletechie.com/2024/02/how-to-handle-salesforce-einstein-bot-question-with-dynamic-option-without-selection.html for reference.