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Get Smart with Salesforce Einstein

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  1. Salesforce Einstein Basics

    Get Started with Einstein
  2. Get Started with Einstein
    7 Topics
  3. Learn About Einstein Out-Of-The-Box Applications
    7 Topics
  4. Responsible Creation of Artificial Intelligence
    Use the Einstein Platform
    9 Topics
  5. Understand the Ethical Use of Technology
    8 Topics
  6. Learn the Basics of Artificial Intelligence
    5 Topics
  7. Recognize Bias in Artificial Intelligence
    6 Topics
  8. Einstein Bots Basics
    Remove Bias from Your Data and Algorithms
    6 Topics
  9. Learn About Einstein Bots
    6 Topics
  10. Plan Your Bot Content
    4 Topics
  11. Einstein Next Best Action
    Learn the Prerequisites and Enable Einstein Bots
    3 Topics
  12. Get Started with Einstein Next Best Action
    9 Topics
  13. Sales Cloud Einstein
    Understand How Einstein Next Best Action Works
    7 Topics
  14. Increase Sales Productivity
    5 Topics
  15. Automate Sales Activities
    5 Topics
  16. Target the Best Leads
    3 Topics
  17. Close More Deals
    6 Topics
  18. Connect with Your Customers and Create New Business
    4 Topics
  19. Sales Cloud Einstein Rollout Strategies
    Improve Sales Predictions
    4 Topics
  20. Use AI to Improve Sales
  21. Start with a Plan
  22. Set Goals and Priorities
  23. Get Ready for Einstein
  24. Quick Start: Einstein Prediction Builder
    Start Using Sales Cloud Einstein
  25. Sign Up for an Einstein Prediction Builder Trailhead Playground
  26. Create a Formula Field to Predict
  27. Enrich Your Prediction
  28. Build a Prediction
  29. Quick Start: Einstein Image Classification
    Create a List View for Your Predictions
  30. Get an Einstein Platform Services Account
  31. Get the Code
  32. Create a Remote Site
  33. Create the Apex Classes
  34. Einstein Intent API Basics
    Create the Visualforce Page
  35. Get Started with Einstein Language
  36. Set Up Your Environment
  37. Create the Dataset
  38. Train the Dataset and Create a Model
  39. Put Predictions into Action with Next Best Action
    Use the Model to Make a Prediction
  40. Learn the Basics and Set Up a Custom Playground
  41. Define and Build a Prediction
  42. Customize Your Contact and List Displays
  43. Create Recommendations for Einstein Next Best Action
  44. Create a Next Best Action Strategy
  45. Add Next Best Action to Your Contacts

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As admin Maria Jimenez explores what it takes to set up and administer chatbots for Ursa Major Solar, she notices that the technology relies on a number of Salesforce features. Since bots work as a customer channel, offer articles from a knowledge base, process information with Einstein, and gather metrics to gauge customer service health, they span many areas of the Salesforce Platform. Maria sees bots as a thread tying many features together. Before she gets started in Salesforce, she learns that she needs to do these things first:

  1. Make sure that Ursa Major Solar has these licenses from Salesforce (not necessary for Trailhead Playgrounds):
    • Service Cloud license
  2. Enable Lightning Experience.
    • From Setup in Salesforce Classic, click Get Started in the Migration Assistant tile at the top of the menu.
    • On the Turn, It On tab in the Migration Assistant, click the button to switch it to Enabled.
  3. Run the Chat guided setup flow.
    • This flow is available from Service Setup in Lightning Experience. If your org has Service Cloud, you can get to Service Setup by clicking and selecting Service Setup.
    • In-Service Setup, you can find recommended setup flows, content, and tips based on what you’ve set up already. If you don’t see the setup flow you’re looking for, you can click View All to see the full list.
  4. Provide an Embedded chat button for your customers on your community or site.
    • Create an Embedded Service deployment.
    • Specify the Chat settings for your Embedded Service deployment.
    • Customize the branding and appearance of your embedded chat window.
    • Customize labels for your embedded chat window.
    • Copy the Embedded Service chat code snippets and paste the code into your web pages.
    • Customize the Embedded Service code snippet for optional parameters.
    • Test the Embedded chat experience.

To find exact details on each task, Maria knows she can turn to Salesforce help. After she completes each step in the bot requirements, she can enable bots in Setup.