How to Enable the Einstein Bots in Salesforce

In this Salesforce tutorial, we will learn how to enable the Einstein bots in Salesforce. Also, we will understand the steps of enabling the Einstein bots in Salesforce Lightning.

The Einstein bots permit businesses to build and install chatbot solutions on the Salesforce platform. The Einstein bots in the salesforce hold machine learning and natural language processing (NLP) that can understand and respond to customer inquiries, and it also gives systematic support.

It merges the capacity of artificial intelligence with the methods of chatbots to increase sales interaction and customer services.

While working with an organization that uses Salesforce, I got a task where I needed to enable the Einstein bots in Salesforce. To fulfill this requirement I use the einstein bots object that is present under the feature settings under the Services.

So after looking at the multiple solutions, I found a solution that helped me to create a checkbox field in Salesforce. If you want to learn how to enable the Einstein bots in Salesforce Lightning, you have come to the right place.

  • Einstein bot in Salesforce
  • How to enable the Einstein bots in Salesforce Lightning

Einstein bot in Salesforce

In Salesforce the Einstein bots are defined as a method that merges the capacity of artificial intelligence with the methods of chatbots to increase sales interaction and customer services.

It also permits businesses to build and install chatbot solutions on the Salesforce platform. The Einstein bots in the salesforce hold machine learning and natural language processing (NLP) that can understand and respond to customer inquiries, and it also gives systematic support.

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These bots can be merged into different channels like the mobile app, and websites, and it also permits the customers to interact with them in real-time.

In Salesforce the chatbot gives visible interactions that permit the user to create and arrange the chatbots without any need for extensive coding.

Einstein bots in Salesforce use Natural Language Processing (NLP) algorithms to understand customer queries and applicable information. This enables them to give accurate and context responses.

In this way, we have learned about enabling the Einstein bots in Salesforce. Now, let’s move further and see how to enable the Einstein bots in Salesforce. We will explore both the salesforce experiences: Salesforce Lightning.

How to enable the Einstein bots in Salesforce Lightning

Here we are enabling the Einstein bots in Salesforce Lightning. If you want to learn how to enable the Einstein bots in salesforce lightning follow these steps:

Step-1: Login into your Salesforce lightning account, Go to the gear icon. Under the gear icon, there are two options present first one is Setup and another one is Service Setup. Here we are clicking on the Setup option.

How to enable the Einstein bots in Salesforce
How to enable the Einstein bots in Salesforce

Step-2: After clicking on the setup option, the setup page is open. Enter the Einstein bots in the Quick Find Box and the Einstein bots come at the top. Click on the Einstein bots. And these Einstein bots are present under the Einstein Platform.

How to enable the Einstein bots in Salesforce lightning
How to enable the Einstein bots in Salesforce lightning

Step-3: After clicking on the Einstein bots, the Einstein bots page is open. Here we can enable the Einstein bots button. To get started, turn on the Einstein bots and review the additional terms. now click on Einstein bots toggle button

Enable the Einstein bots in Salesforce
Click on the Einstein toggle button

Step-4: After clicking on the Einstein button, the try Einstein page is open. Now review the terms and give Einstein a try. The salesforce lets try certain Einstein features and products at no additional costs. Einstein can deliver powerful, customized machine learning that’s specific to every customer.

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Some Einstein features or services may be subject to usage limitations. Check the application and your relevant documentation for details.

Now click the checkbox I’m authorized by my company to accept these terms and then click on the Try Einstein button that is present at the bottom of the page.

After clicking on this try the Einstein button the Einstein bots toggle button is enabled.

Enable the Einstein bots in Salesforce lightning
Click on the Try Einstein button

In this way, we understand how to enable the Einstein bots in Salesforce Lightning. Let’s Proceed further and learn how to enable the Einstein bots in Salesforce Classic.

Conclusion:

Here we have learned about enabling the Einstein bots in Salesforce. We have also discussed how to enable the Einstein bots in Salesforce.

So with this, we conclude that Einstein bots in Salesforce use Natural Language Processing (NLP) algorithms to understand customer queries and applicable information. This enables them to give accurate and context responses.

The chatbot gives visible interactions that permit the user to create and arrange the chatbots without any need for extensive coding.

Moreover, we have learned that Salesforce Lightning, as well as Salesforce Classic, gives a simple and easy way to determine how to enable the Einstein bots in Salesforce.

In addition to this, the following are the topics that we have discussed in this blog:

  • Einstein bot in Salesforce
  • How to enable the Einstein bots in Salesforce Lightning

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