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3 Entries in: Salesforce Config

Create Einstein Bots with AI and External Data!!

Patrick ButlerSeptember 19, 2018
Apex, Chatbot, Einstein, Einstein Bot, Salesforce, Salesforce AI, Salesforce Config
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In this post – I will show how I have set up an Einstein Bot using both AI and Apex together with minimal apex coding! In my Bot – I use Einstein Intent Detection to determine what the customer is asking about, I then use Einstein variables and regex to determine an entity from a [...]
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Salesforce – Cross Object Duplicate Matching

Patrick ButlerApril 3, 2017
Apex, Salesforce Config
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Recently I had a requirement where we need to make sure that there could be only one type of a particular related record for an Account. The user simply creates one of these records using a Salesforce quick action so the solution need to work in this scenario. I thought of the usual ways to [...]
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Salesforce – Web to Lead – Set Currency

Patrick ButlerJanuary 20, 2017
Salesforce Config
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This will probably be my shortest blog post ever but I came across a simple web to lead issue today. I wanted to default a currency in to a hidden field as the org that I was working in had multi-currency enabled. Not doing this would have meant that users would have resulted in bad [...]
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  • Salesforce – Application Building Standards
  • Create Einstein Bots with AI and External Data!!
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