Salesforce Einstein Bots – A step by step guide for Implementation

Join us to learn what Salesforce Einstein bots are and get a step-by-step implementation guide.

What are Einstein bots?

Einstein Bots are AI-powered chatbots designed to automate tasks and provide personalized customer service. They are integrated with Salesforce data, enabling them to deliver tailored customer interactions. With capabilities such as Natural Language Understanding, these bots can understand customer interactions in a chat window. Despite their advanced features, it’s important to note that while they simulate human conversation, they don’t process words exactly like humans. Nevertheless, with proper setup and training, Einstein Bots serve as a powerful tool for enhancing customer interactions and automating repetitive tasks within Salesforce.


When a customer starts a chat, they have the option to ask about the status of an existing case or create a new one. If the customer wants to know about an existing case, the bot will retrieve all the necessary information and provide it to the customer. If the customer wants to create a new case, the bot will ask a few necessary questions and provide the case number in response.

Salesforce Einstein Bots – A step by step guide for Implementation

Step 1: Enabling Einstein bots

  • Navigation: Setup – Einstein bots
  • Toggle the Einstein bots 
Enable Salesforce Einstein Bots
  • Authorize

Standard bots vs. enhanced bots

The standard bots are easy to set up and support only Salesforce chat features while the enhanced bots are more complex as they can integrate with the MIAW, Enhanced messaging for Facebook and Whatsapp. Here are the highlight of the differences

FeatureStandard BotsEnhanced Bots
Focus ChannelSalesforce ChatMulti-Channel
Setup ComplexitySimplerMore complex
Rich Content Support (Image, File transfer)NoYes
Omni-Channel RoutingLimitedYes

Step 2: Build your first bot

There are two ways to kick-start creating a bot. From scratch and through a template. Let’s start from scratch

As per the scope, let’s start with Standard Bot

Give your bot a meaningful name: Consider the bot’s role and target audience

As we are aware, bots facilitate guided actions. In this step we can set up some of those

An embedded service deployment is required to set up the bot. However, this step can be skipped for now and can be set up later. I will go with the latter option.

Welcome to Einstein Bot Builder! This platform has useful built-in features like blocks, actions, and a digital component library that functions just like actions in flows. You can even invoke auto-launched flows and Apex classes from the bots. In fact, there are many similarities between bot builders and flows.

Here is a gist

FeatureEinstein BotsFlows
Version ControlYesYes
User Interface BuilderYes (visual drag-and-drop)Yes (visual drag-and-drop)
ReusabilityYes (reusable components)Yes (reusable components)
Triggering MechanismsVarious events (e.g., chat window open)Various events (e.g., data record update)
Data UtilizationAccess and manipulate Salesforce dataAccess and manipulate Salesforce data

Salesforce Einstein bots Guide

Here is the video for the step-by-step implementation of the use case presented above

YouTube video



“Salesforce Einstein Bots” is a powerful feature that helps organizations handle customer inquiries more efficiently. By utilizing various concepts like Intents, Knowledge articles, and Einstein features of the chatbot, an enterprise can provide high-quality customer service while saving a lot of money. This feature is a game-changer in the industry and can help enterprises stay on top of their customer service game.

Anand Dosapati
Anand Dosapati

Salesforce Solution Architect

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