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#Einstein For Service8 diskutieren mit

For a Template-Triggered Prompt Flow using the 'Service Email Summary Template Capability,' the only input available is plain Email Content text — no Case ID or record reference. Is there any way to also pass in a Case record or its fields with this specific flow type and capability, or is that a hard limitation?

 

#Trailhead Support  #Flow  #Prompt Builder  #Einstein For Service

1 Antwort
  1. 30. Sept., 18:12

    @Tugba Salis

    your read is correct here - this is a hard limitation, not something that you are missing in the config.  

     

    Standard capability templates have a fixed input defined by the feature that invokes them. Einstein Email Summaries fires against the email itself, so the capability hands the template the email content and nothing else. 

     

    So the way I see it you have two options here:  

     

    Option 1 - you may be able to parse the Case Id from the email text. If your org uses ref ID threading for Email-to-Case, then the case id would be in the email body, and you can use the prompt flow to parse it out.  

     

    Option 2 - build a Flex template instead. Flex templates let you define your own inputs, so you can pass the Case record and use it how you please. You can use this through a quick action / screen flow / agent action / apex - whatever works for you. 

     

    Let me know if that makes sense  

     

    Thanks 

    Steve 

     

     

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  • You are trying to connect your Salesforce org to Anypoint Platform.
  • You are receiving the error: "Organization is not yet onboarded to GDoT."
  • Request backend provisioning or onboarding for your Salesforce org to GDoT.

 

Hi Team, I am getting the error while connecting salesforce with anypoint platform.

 

 

 

#Salesforce Admin  #MuleSoft Anypoint Platform  #Einstein For Service  #MuleSoft

1 Antwort
  1. 23. Sept., 12:23

    Hi @Prashant Jain

     

     This looks like an onboarding/provisioning issue rather than a tenant-key issue. The error 

    “Organization is not yet onboarded to GDoT”

    generally means the Salesforce org needs to be provisioned/onboarded before the Anypoint Platform connection can be established.  

     

    Please check with your Salesforce/MuleSoft admin or MuleSoft Support/CSM team to confirm the org's GDoT onboarding status. Once onboarding is completed, retry using the Salesforce Org Tenant Key from Setup → MuleSoft → Anypoint Platform Setup  

     

    https://docs.mulesoft.com/access-management/connecting-salesforce-orgs?utm

     

     If you find this response helpful, please mark it as the Accepted Answer, as it may also help other Trailblazers.  

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Hello.  

 

Are there any trailhead recommendations that I can take for Einstein Activity Capture.  

I am looking to get this turned on for our firm.  

 

 We use Outlook.  

 

Thank you, 

Nancy 

 

 

 

#Systems Administrator  #Salesforce Admin  #Salesforce  #Salesforce Field Service  #Salesforcecommunity  #Salesforceadmins  #Einstein For Service

1 Antwort
  1. Smitha Thomas (CIBC) Forum Ambassador
    4. Sept., 20:01
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Dear All, 

 

I am creating an

Einstein Enhanced Chatbot where I want to display a list of Leads so that the customer can check the latest Lead status through the Check Application Status intent.

For this requirement, I created an Autolaunched Flow. In the Flow, I am retrieving Lead records and storing them in an Object Collection Variable.

I then added the same Flow to the Bot Builder and mapped the required input and output variables.

After that, I added a Question with Dynamic Choices element to display the Lead list to the customer.

However, I am facing two issues:

  1.  I am not getting an option to rename or customize the label displayed on the choice buttons. 
  2.  After executing the bot, the Lead records are not appearing as dynamic choices/output. 

I would like to understand whether I am missing any configuration in the Flow, variable mapping, or Dynamic Choices setup.

Please help me identify the correct configuration and let me know what I am doing wrong.

Questions step with dynamic chocies from Flow

 

image.png

 

 

 

 

#Service Cloud Einstein  #Use Einstein Bot  #Einstein For Service

1 Antwort
  1. 23. Aug., 13:35

    Two things to line up for dynamic choices from a Flow in an Enhanced Bot: 

     

    Records not showing - almost always the variable types or the output mapping: 

    - In Bot Builder, the variable receiving the list must be type Object with 'Contains List' checked (a record collection). If it is Text, an SObject list will not map and you get nothing. 

    - The Flow's output variable must be a record collection (List of Lead) AND marked Available for Output. Then in the bot's Flow action step, map that Flow output to your Object-list bot variable. A missing or mismatched mapping here is the usual output-invocation-mapping issue and shows as empty choices. 

    - Sanity-check the Get Records actually returns leads (filters / running-user access). 

     

    Customizing the choice label - that is set in the Question's Dynamic Choices config, not the Flow: after you point it at the Object-list variable, you choose which field is the Label (what the button shows, e.g. Name) and which is the Value (e.g. Id). For combined text like 'Name - Status', add a Formula or Text field in the Flow, include it in the collection, and pick that as the Label. 

     

    So: Object plus List variable on both sides, output marked Available for Output and mapped, then set Label and Value in the choice config. 

     

    If this helps, please mark it as the Best Answer so it helps the next person - thanks 🙂

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Einstein for Service is a powerful set of features to support your agents and satisfy your customers.

✅ Einstein Bots

✅ Einstein Case Classification

 

For more info click 👇

Einstein for Service

2 Kommentare
  1. 13. Feb. 2024, 14:55

    Hi @Bhavin Patel, what are businesses using for reporting on Einstein Case Classification? We are looking to understand the accuracy of the application in predicting field values (including if there is a percentage we can show) and how many times service agents are changing the value predicted by the application. 

     

    Any advice would be much appreciated! 

     

    Thanks,

    Ali

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Here is our latest release write-up (part 2 of 5) for Summer 20. This one focuses on all of the new Service and Field service related features. Some big ones with Service Cloud Voice and major updates to Surveys.

 

@The Blog Group 

Service Cloud & Field Service Lightning for Summer 20

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Happy New Year everyone. Here is part 2 of our Spring 20 release write-ups. This one is focused on all of the Service features: Service Cloud, Einstein Bots, Einstein for Service and Field Service Lightning. This is definitely a big release in this area. Thanks for reading.

 

@The Blog Group 

Spring 20 Release Write-up: Service Cloud & FSL

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Hi...part 2 of our Winter 20 release write-up is out. This one focuses on the Service Cloud and Field Service features. Thanks for reading. Next up will be Communities.

 

@The Blog Group 

Winter 20 Release Write-up: Service Cloud & FSL

1 Kommentar
  1. 1. Okt. 2019, 13:04
    Great write-up! Just when you think you have all the details down on Winter 20 you learn about some new stuff, thanks Harry.
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