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Updated: Dec 29, 2021

Einstein bots are part of Salesforce Service Cloud. The main purpose of Einstein bot is to interact with customers quickly and accurately without waiting for a human agent. Einstein bots can send messages, ask questions and perform the actions based on the rules defined or based on the customer input.


Einstein bots are part of Salesforce Service Cloud. The main purpose of Einstein bot is to interact with customers quickly and accurately without waiting for a human agent. Einstein bots can send messages, ask questions and perform the actions based on the rules defined or based on the customer input.


Before starting to use Einstein Bots, there are a few prerequisites: We need to make sure that Lightning experience is enabled in our org Note: From Winter20 release all Salesforce orgs are lightning experience enabled by default.

  1. User must have a Service Cloud permission and Live Agent permission.

  2. Set Up Chat with a Guided Setup Flow.

  3. We need to enable Salesforce Knowledge if the bot needs to serve the Knowledge articles to customers. Please follow the below link for setting up the Salesforce Knowledge (optional) Article.

  4. Provide an Embedded Chat button for your customers on your Community or site.

1) Steps to Enable Service Cloud Permission:

  • Setup –> Users –> Select the User –> Now, need to enable the Service Cloud user checkbox in the user detail page.

Steps to Enable Chat License (Live agent):

  • Setup –> Users –> Select the User –>Now need to enable the Chat User checkbox in the user detail page.

If the chat user option is not available, then we can enable it by the following way:

  • Setup –> Chat settings –>Enable chat – Check this “enable chat option” checkbox and save.

Now go to that User detail page and now the chat user checkbox will be available. Enabling chat is same as enabling Live Agent license.

2) Run the Chat guided setup flow:

  • The Chat setup flow is the fastest and easiest way to get up and running with live web chat. When you complete the flow, you’re ready to go online in the console and start chatting.

  • To start the live web chat in Lightning Experience, users need to set the Chat guided setup flow.

  • Click on the gear icon () –> Service Setup.

  • In the service setup, you can also create the chat users for your org, custom object, Tabs, Email templates, workflow process.

What Does This Flow Do?

In this setup, we are going to walk you through:

  • Setup the chat routing with omni-channel

  • Specify the website where your customer requests a chat

  • Select the records to link with your chats

  • Create offline support for your customers

  • Embed chat code snippets to allow chat on your website.

So, in this setup you can configure the above steps based on your use case.

4) Setting up an Embedded Service:

To set up the Embedded chat, there are some prerequisites

  • Lightning must be enabled (already done in the previous steps)

  • Enable Service Cloud and chat License (already done in previous steps)

  • Enable chat (already done in previous steps)

  • Create Chat button and Chat deployment

  • Chat Agent configuration

  • A Community or a Salesforce site should be available for the guest users’ access.

So, In the above requirements, we need to configure the settings which are needed.

Creating Chat button and Chat deployment:

  • Before creating a chat button, we need to create a Skill that will be required while creating the chat button.


  • Skills are used to identify the agent’s area of expertise. Agents will receive the chat request related to the agent’s skill area.


  • Setup –>Skills.

  • Click the new button and provide the name for the skill and choose the users and their profile who needs access for this skill.

Steps to create Chat Buttons & Invitations:

Setup –> Chat Buttons & Invitations.

  • Choose the type of the button as Chat button and in the routing Information, choose the skill that you have created in the previous step and click the Save button.

What is the use of Chat deployment?

  • We need to create the chat deployment in order to implement the chat on your website. By default, while creating chat deployment, Salesforce generates a few lines of JS code to add on the web page where we will be placing the chat.

Steps to create Chat Deployment:

  • Setup –> Deployments.

  • Now, provide the necessary information and save it.

Chat Agent Configuration:

  • Chat Agent configuration defines what options will be available to agents and their supervisors in the Chat console and the Salesforce console.

Steps for Chat Agent Configuration:

  • Setup –> Chat Agent configuration

  • Provide Chat agent configuration name

  • In the “Assign Users” section, choose the users you need for this configuration and assign the profiles.

  • In the Chat Transfer Setting section, choose the skill which you require for this configuration

  • Now, choose the Chat button which you have created in the previous steps and save it.

Finally, we have finished all the prerequisites, and now we need to create the Embedded service deployment.

Steps to create Embedded Service:

  • Setup –> Embedded Service and click new.

  • Provide a name for the embedded service deployment

  • In the Site Endpoint menu, choose the community portal where you need to place the Einstein bot.

  • After saving the Embedded service deployment, it will navigate to embedded service deployment settings page on that page you will find the option for Chat settings.

  • Under Chat Settings, click the start button and after that, a pop-up window will appear in that make sure the chat button and Chat deployment are selected properly.

Creating a new Einstein bot:

1.Setup –> Einstein bot 2.Turn on the Einstein bot (Toggle button) and click the New button to get create a new Einstein bot. 3.After clicking the new button, complete the sequential basic steps to create the Einstein bot. The sequential steps contain the following steps

  • Einstein bot name

  • Einstein Bot Greeting Message – This is like the Welcome message.

  • Menu Items – You can provide the name for the Menu items here, or later you can customize in the bot builder. These Menu items will appear as the options in the Einstein bot.

4.On the left side top, you will find the Dialogs menu; click on that and navigate to the overview page of the Einstein bot. 5.Now, we are going to add the deployment channel that we have created in the previous steps. So, under the Channels section, click the Add button. 6.Refer the below screenshot and choose the channel type as Chat and choose the deployment you have created. 7.Now, you can activate the Einstein bot and click on preview; after that, you can click the Chat with an Expert action to start chatting with the Einstein bot. Refer the below screenshot. 8. You can also place this embedded service deployment to the community Page for using the Einstein chat bot in your community page. Also, you can place it on the Salesforce site. Refer to the below screenshot.





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While Salesforce provides an easy way to list all of the fields in a SOQL query.

For example:


We are limited to 200 records.

So we come up with this simple shortcut to achieve the same result but not be limited to 200 records at the time.


  1. Use the SOQL to query all fields

  2. Copy the headers to excel and transpose it

  3. Using Notepad++ expressions add quotes and comas to build the query.

From This

To This

Just we required excel, notepad ++ , and your time.

1 – Go to excel past the Colum or row field

2- Select an entire row or column and copy

3- Go to empty cell like this

4 – Click one transpose as you can see in picture

5- You can see all the details in row

6- Copy that row and past to notepad ++

7- Now Select all (Ctrl+A) and then press (Ctrl+F) for find

10 – Then add \n and replace ‘,’

11- Select Replace all

12- Then close the tab and again do select all (Ctrl+A) and then press (Ctrl+F) for In Replace ->Find what \r -> Replace with should be Blank

Then you can see this

Finally, you done it you make the huge list with comma separated without going manually to each and add comma to it.

3. Add the result above to your query and you should be able to list all records.

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Updated: Dec 22, 2021

It isn't easy being a developer. They code all day, debug all night and go through thousands of code lines trying to clear up all possible messes before going live with their code. Sometimes, it takes a fellow developer to understand the hardships of another developer. The same can be said of their jokes.

In this post, we have collected a handful of jokes, that have been floating around the Web, which showcase a developer's sense of humor. Don't worry if you don't get all of them - just get a programmer to explain it to you.

Programmer (noun.)

A machine that turns coffee into code.

Q: what's the object-oriented way to become wealthy?

A: Inheritance

Q: What do computers and air conditioners have in common?

A: They both become useless when you open windows.

"I don't see women as objects.

I consider each to be in a class of her own."

right: 100%;

margin: 0;


What did the web developer say to the cute girl?


When I was younger I wanted to be a film developer

But then I realized I didn't want to sit in a dark room alone with a bunch of negative people

Why did the developer go broke?

Because he used up all his cache.

This funny IT contractor joke was first posted by Phil Factor.

“An IT contractor goes to the gates of Heaven. Very indignantly, he says to St Peter, “Look here, I was only 45 so why did I have to die? It’s not fair.” St Peter stares back with a puzzled frown and leaves through the golden book. “Hey, that’s odd. According to the hours you’ve claimed for, you’re 120.”

This year instead of presents I'm giving everyone my opinion. Get excited.

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