Get Salesforce Records in Einstein Bots based on Responses || Einstein Bot Tutorial Part 7

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  • เผยแพร่เมื่อ 15 ก.พ. 2024
  • In this video learn how to :
    1) Show Salesforce Records inside Einstein Bot
    2) How to pull salesforce Records in Einstein Bots
    3) How to Pass values from Flow to Einstein Bot.
    4) How to Pass values from Einstein Bots to Flow

ความคิดเห็น • 13

  • @laggavenkatagiri8464
    @laggavenkatagiri8464 5 หลายเดือนก่อน +1

    Best Video !!!!!!

  • @NoamMatan
    @NoamMatan 2 หลายเดือนก่อน +1

    Thank you for this! So if I understand, whenever I want to pull up information I need to create a Flow? For example for the simple requirement of showing a user's name without asking for input.
    Or for example, some of the options I want to add is for example "Who is my account manager?" - stuff from the account level. Each will require a Flow?

    • @salesforcein5minutes
      @salesforcein5minutes  2 หลายเดือนก่อน

      Thanks for watching this video!
      Yes there are several ways we can also do the same using apex.
      But rather than complicating things its much better to just use flows to get the data from salesforce and also show the data from salesforce to end user.

  • @user-vh9jw8zh5s
    @user-vh9jw8zh5s 4 หลายเดือนก่อน +1

    if we select the flow name.. Automatically the outputs along with variable names are updated right?

    • @salesforcein5minutes
      @salesforcein5minutes  4 หลายเดือนก่อน

      Yes correct your variables must br available for input though

  • @narendrasontakke-uq9us
    @narendrasontakke-uq9us 3 หลายเดือนก่อน +1

    Hi how can i get the stored file link into the bot by using apex

    • @salesforcein5minutes
      @salesforcein5minutes  3 หลายเดือนก่อน

      You can store that link in a field and use a flow ( autolaunched) and get the field value and fetch it for example if field is testnew__c of case object then fetch it in flow
      And store value in a variable of flow which is checked for output available and then use the value of that flow in Einstein

    • @narendrasontakke9030
      @narendrasontakke9030 3 หลายเดือนก่อน

      By using flow I am getting link but it is redirect ing the salesforce login page

    • @narendrasontakke9030
      @narendrasontakke9030 3 หลายเดือนก่อน +1

      I want a link for end user it would be open directly into bot itself is it possible

    • @salesforcein5minutes
      @salesforcein5minutes  3 หลายเดือนก่อน

      @@narendrasontakke9030 sure, do one thing if you are doing it in portal
      Go to all sites -> your portal -> click on builder -> you will be directed to the builder -> change to the page you have provided in url for example if you are providing portal.com/privacy then go to the privacy page from builder ---> at the top click on setting icon of the page --> 2 pallets will open then change the site access to public and save and publish

    • @narendrasontakke9030
      @narendrasontakke9030 3 หลายเดือนก่อน +1

      I am not using portal I am just using Einstein bot