How to Integrate Salesforce Einstein with Your Existing CRM Setup?
Salesforce Einstein is no more than an AI layer that adds intelligence to your CRM. Upon getting integrated with your existing CRM setup, it automates tasks, offers personalized insights, and predicts outcomes. Thus, simplifying decision making and enabling smarter customer interactions across every touchpoint.
More than that, while turning your CRM from merely a static data repository into a reactive business partner, it brings forth timely growth opportunities, increased efficiencies, and lets your people focus on what really matters-enhancing customer relationships.
Step by Step Guide to Integrate Salesforce Einstein
Here are the essential steps that you must follow to integrate Salesforce Einstein with your existing CRM setup. However, to ensure a seamless and successful implementation, it’s always wise to consider the support of a Salesforce implementation company.
Step 1: Enable Chat
Go to your Salesforce Org
Search for “Chat” in the Quick Find Box.
Move towards Chat Settings.
Lastly, just enable the chat option.
Step 2: Implement Chat and Messaging
Here, the bot needs to relate to a chat implementation and a messaging channel for it to run smoothly.
Search Einstein Bots
Move towards Setup.
Locate the Quick Find Box and search for “Einstein Bots”
Step 3: Enable Einstein Bots
Hover your mouse towards the Setup menu.
From there, enable Einstein Bots.
Finally, just accept the terms and conditions.
Step 4: Create Einstein Bot Setup Page
From the Einstein Bots Setup page, click “New.”
Provide appropriate information like the bot’s name, the main menu categories for queries such as Technical Support and Order Status, and a welcoming message for customers.
Step 5: List Top Queries
Navigate towards the main menu to add some top inquiries that customers mostly ask.
Ensure to provide an option to “Connect with Live Agent” for additional support.
Note—Queries could be anything from “Tracking my order” to “Resetting Password”
Step 6: Add Menu Options
At this step, you need to add some primary menu options like “Appointment Related” and “Order Related.”
After things get setup, consider tapping on “Create” and “Finish”.
This will redirect you to the Bot Builder Overview Page where you will find multiple options.
Step 7: Activate the Bot
You need to turn on the Bot to enable its function.
Step 8: Add a Channel for Your Bot
Navigate towards the Bot Builder.
Locate the Overview page and find the Channel section.
From there, select “Add” and choose the appropriate messaging channel type.
Here, you need to pick the deployment name too.
Also, reply if you need agents online when the bot cannot answer a question.
Example: You can add a text messaging channel named “SupportText” and set the same to connect customers to a live agent if needed.
Step 9: Add Embedded Chatbot
To preview the bot inside Bot Builder, you must add an Embedded Chat deployment on your website’s help page. This will help you test how the bot interacts with visitors.
Step 10: Preview and Test
In Bot Builder, access the Dialog Page.
Preview your bot.
Click on Preview.
If you’ve already created a chat deployment, consider using an assigned channel to test its performance. Your bot will greet and offer menu options to you while starting with a pre-chat form.
Conclusion
Salesforce Einstein inside your CRM operates in a proactive approach to make work more efficient.
Make this your weapon of choice in the battle with inefficiencies, missed opportunities, stagnant customer experiences while partnering with one of the best Salesforce consulting companies like Girikon. Thus, getting closer exposure to AI insights and highly human-centered experience.
