Build a Chatbot on Salesforce using Einstein Bots

Overview

This course will teach you how to build chatbots directly on the Salesforce Platform using Einstein Bots. The Einstein Bot Builder provides a very easy to use graphical interface to create a full-fledged bot in a matter of just a few hours.

This course focuses on setting up a basic chatbot to meet the needs of a small business looking to increase deflection and self-service in the contact center.

Syllabus

• Introduction to Einstein Bots and Salesforce
Overview of Salesforce Platform
Introduction to Einstein Bots
Use cases and benefits for small businesses
• Setting Up Your Salesforce Environment
Accessing Salesforce
Navigating Salesforce Setup
Enabling Einstein Bots
• Understanding the Einstein Bot Builder
Overview of the graphical interface
Key components and terminology
Example bot workflows
• Designing Your Chatbot
Defining business requirements and objectives
Planning user interaction flows
Mapping conversation topics
• Building the Chatbot
Creating a new bot instance
Setting up greetings and main menu
Designing conversation paths
Implementing decision-making logic with rules and conditions
• Integrating with Salesforce Data
Connecting the bot to Salesforce objects
Fetching and displaying data
Writing data back to Salesforce
• Enhancing the Bot with Natural Language Processing
Understanding NLP capabilities
Configuring intents and entities
Training the bot for better user interaction
• Testing and Deploying Your Chatbot
Conducting user acceptance testing
Debugging common issues
Deploying the bot to production
• Monitoring and Improving Bot Performance
Evaluating bot analytics and performance metrics
Gathering user feedback
Iterating on bot design to improve user experience
• Advanced Features and Customization
Adding custom functions and API integrations
Building multilingual bots
Exploring advanced Salesforce features for bots
• Conclusion and Next Steps
Recap of key takeaways
Resources for further learning
Setting up a roadmap for future bot enhancements

Taught by

Mike Curry

Subjects

Business