Newer Version Available

This content describes an older version of this product. View Latest

BotTemplate

Represents the configuration details for a specific Einstein Bot template, including dialogs and variables.

Where possible, we changed noninclusive terms to align with our company value of Equality. We maintained certain terms to avoid any effect on customer implementations.

Important

Parent Type

This type extends the Metadata metadata type and inherits its fullName field.

File Suffix and Directory Location

BotTemplate components have the suffix .botTemplate and are stored in the botTemplates folder.

Version

BotTemplate components are available in API version 55.0 and later.

Special Access Rules

BotTemplate is available only if Chat and Einstein Bots are enabled in your org.

Fields

Field Name Description
botDialogGroups
Field Type
BotDialogGroup[]
Description
The list of dialog groups in this bot template.
botDialogs
Field Type
BotDialog[]
Description
The list of dialogs in this bot template.
conversationLanguages
Field Type
string
Description

Required.

Specifies the language of the bot template.
contextVariables
Field Type
ConversationContextVariable[]
Description
Represents the context variables that enable your bot to gather customer information regardless of channel.
conversationGoals
Field Type
ConversationDefinitionGoal[]
Description
The list of goals in this bot template. Available in API version 57.0 and later.
conversationSystemDialogs
Field Type
ConversationSystemDialog[]
Description
A system function assigned to a dialog.
conversationVariables
Field Type
ConversationVariable[]
Description
A container that stores a specific piece of data collected from the customer. You can use variables within dialog actions as both inputs and outputs.
description
Field Type
string
Description
A description of the bot template.
entryDialog
Field Type
string
Description
A reference to the first dialog that the bot presents to your customer. For example, Welcome.
icon
Field Type
string
Description
The icon used to identify the template.
mainMenuDialog
Field Type
string
Description
A reference to the dialog identified as the main menu dialog. For example, Main Menu.
masterLabel
Field Type
string
Description

Required.

A user-friendly label for BotTemplate, which is defined when the BotTemplate is created.
mlDomain
Field Type
LocalMlDomain
Description

Required.

Represents the Einstein Intent Set that groups intents, entities, and variables associated with a template.
richContentEnabled
Field Type
boolean
Description
Indicates whether the template is available for enhanced bots (true) or for standard bots (false). The default is false.

BotDialogGroup

The list of dialog groups in this bot template.

Field Name Description
description
Field Type
string
Description
A description of the bot dialog group.
developerName
Field Type
string
Description

Required.

This unique name prevents conflicts with other dialog groups associated with the same bot template. This name can contain only underscores and alphanumeric characters. The name must begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores.

Only users with View DeveloperName OR View Setup and Configuration permission can view, group, sort, and filter this field.

Note

label
Field Type
string
Description

Required.

A label that identifies the dialog group throughout the Salesforce user interface.

BotDialog

The list of dialogs in this bot template.

Field Name Description
botDialogGroup
Field Type
string
Description
The bot dialog group that contains this bot dialog.
botSteps
Field Type
BotStep[]
Description
A list of steps that are executed as part of the dialog.
description
Field Type
string
Description
A description of the bot dialog.
developerName
Field Type
string
Description

Required.

This unique name prevents conflicts with other dialogs associated with the same bot template. This name can contain only underscores and alphanumeric characters. It must begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores.

Only users with View DeveloperName OR View Setup and Configuration permission can view, group, sort, and filter this field.

Note

isPlaceholderDialog Reserved for Future Use
label
Field Type
string
Description

Required.

A label that identifies the dialog throughout the Salesforce user interface.
mlIntent
Field Type
string
Description
The name of the intent associated with a dialog.
mlIntentTrainingEnabled
Field Type
boolean
Description
Indicates whether Einstein is turned on to train an intent model for the dialog intent (true) or turned off for the exact match option (false). The default value is false.
showInFooterMenu
Field Type
boolean
Description
Indicates whether to show this dialog in the Bot Options menu. The default value is false.

BotStep

A step that is executed as part of the dialog.

Field Name Description
booleanFilter
Field Type
string
Description
This field is reserved for future use.
botInvocation
Field Type
BotInvocation
Description
Bot Invocation used by a BotStep of type Invocation.
botMessages
Field Type
BotMessage[]
Description
List of bot messages used by a BotStep of type Message.
botNavigation
Field Type
BotNavigation
Description
Bot Navigation used by a BotStep of type Navigation.
botStepConditions
Field Type
BotStepCondition[]
Description
List of BotStep conditions associated with a BotStep of type Group.
botSteps
Field Type
BotStep[]
Description
List of BotSteps associated to a Bot Step of type Group.
botVariableOperation
Field Type
BotVariableOperation
Description
Bot Variable Operation used by a BotStep of type VariableOperation.
conversationRecordLookup
Field Type
ConversationRecordLookup
Description
A lookup action to the Conversation record.
conversationStepGoalMappings
Field Type
ConversationDefinitionStepGoalMapping[]
Description
The API name of a goal used by a BotStep of type GoalStep. Available in API version 57.0 and later.
conversationSystemMessage
Field Type
ConversationSystemMessage
Description
System messages that represent an action for a BotStep, such as transferring to an agent or ending a chat.
messageDefinition
Field Type
ConversationDefinitionRichMessage
Description
List of configuration details used by a BotStep that references a messaging component.
stepIdentifier
Field Type
string
Description
A unique key that identifies a step within a dialog. It is used to link translated labels to labels within the step. This field is recommended for all step records and is required for translated step labels.

If a step is created via the UI, the stepIdentifier is automatically generated. If a step is created via API, the stepIdentifier must be provided. The stepIdentifier can contain letters, numbers, dashes, and underscores, up to 255 characters.

type
Field Type
BotStepType (enumeration of type string)
Description

Required.

Values are:
  • GoalStep(Available in API version 57.0 and later.)
  • Group
  • Invocation
  • Message
  • Navigation
  • RecordLookup
  • RichMessage
  • SystemMessage
  • VariableOperation
  • Wait

BotInvocation

Bot Invocation used by a BotStep of type Invocation.

Field Name Description
invocationActionName
Field Type
string
Description
The name of the invocable action used by a Bot Invocation.
invocationActionType
Field Type
ConversationInvocableTargetType (enumeration of type string)
Description
Available dialog action types are:
  • apex
  • externalService
  • flow
  • logFeedback
  • logGoalAchieved (Deprecated in API version 57.0.)
  • standardInvocableAction
invocationMappings
Field Type
BotInvocationMapping[]
Description
List of Bot Invocation Mappings for a Bot Invocation.

BotInvocationMapping

List of Bot Invocation Mappings for a Bot Invocation.

Field Name Description
parameterName
Field Type
string
Description

Required.

Name of an Input/Output parameter of the parent Bot Invocation target.
recordName
Field Type
string
Description
Name of the record that is used as part of an Invocation mapping.
type
Field Type
BotInvocationMappingType (enumeration of type string)
Description

Required.

Values are:

  • Input
  • Output
value
Field Type
string
Description
Literal value to be assigned to the specified parameter.
variableName
Field Type
string
Description
Name of the Bot Variable that is used as part of an Invocation mapping.
variableType
Field Type
ConversationVariableType (enumeration of type string)
Description
This field relates to the type of variable used in this invocation mapping.

Values are:

  • ContextVariable
  • ConversationVariable

BotMessage

A bot message used by a BotStep of type Message.

Field Name Description
message
Field Type
string
Description

Required.

Message to display as part of an outgoing message from the bot to the customer.
messageIdentifier
Field Type
string
Description
A unique key that identifies a message within a dialog. It is used to link translated labels to labels within the message. This field is recommended for all message records and is required for translated message labels.

If a message is created via the UI, the messageIdentifier is automatically generated. If a message is created via API, the messageIdentifier must be provided. messageIdentifier can contain letters, numbers, dashes, and underscores, up to 255 characters.

BotNavigation

Bot navigation used by a BotStep of type Navigation.

Field Name Description
botNavigationLinks
Field Type
BotNavigationLink[]
Description
List of Bot Navigation links associated with a Bot Navigation of type Call or Redirect.
type
Field Type
BotNavigationType (enumeration of type string)
Description

Required.

Values are:

  • Call
  • Redirect
  • TransferToAgent

BotStepCondition

List of BotStep conditions associated with a BotStep of type Group.

Field Name Description
leftOperandName
Field Type
string
Description

Required.

Name of the variable used as the left side of the condition operation.
leftOperandType
Field Type
ConversationVariableType (enumeration of type string)
Description

Required.

Type of the variable used as the left side of the condition operation.

Values are:

  • ContextVariable
  • ConversationVariable
operatorType
Field Type
BotStepConditionOperatorType (enumeration of type string)
Description

Required.

Values are:

  • Equals
  • GreaterThan
  • GreaterThanOrEqualTo
  • IsNotSet
  • IsSet
  • LessThan
  • LessThanOrEqualTo
  • NotEquals
rightOperandValue
Field Type
string
Description
Value that is used as the right side of the condition operation. This value is ignored when using IsSet and IsNotSet operators.

BotVariableOperation

Bot variable operation used by a BotStep of type VariableOperation.

Field Name Description
askCollectIfSet
Field Type
boolean
Description
If true, the bot runs a Bot Variable Operation of type Collect regardless of whether the variable already has a value. When a value exists for a variable, the bot asks the user for the relevant information, and the bot overwrites the existing value with the user-provided value. If false, the bot skips variables with an existing value and maintains the existing value. The default is false.
autoSelectIfSingleChoice
Field Type
boolean
Description
If true, the bot automatically selects the answer in the conversation flow when only one button choice is available in a Bot Variable Operation of type Collect and a quickReplyType value of Dynamic. If false, the bot presents the single button choice and waits for the user’s response. The default is false.
botInvocation
Field Type
BotInvocation
Description
Bot Invocation used to provide Dynamic choices by a Bot Variable Operation of type Collect and quickReplyType of Dynamic.
botMessages
Field Type
BotMessage[]
Description
List of Bot Messages used as prompt messages by a Bot Variable Operation of type Collect.
botQuickReplyOptions
Field Type
BotQuickReplyOption[]
Description
List of static choice options used by a Bot Variable Operation of type Collect and quickReplyType of Static.
botVariableOperands
Field Type
BotVariableOperand[]
Description
List of Bot Variable Operands associated with a Bot Variable of type Set or Unset.
invalidInputBotNavigation
Field Type
BotNavigation
Description
Bot Navigation used by a Bot Variable Operation of type Collect. This navigation is executed when the associated Bot Invocation doesn’t return any options.
optionalCollect
Field Type
boolean
Description
If true, the bot asks the repair attempts once and then moves on to the next dialog step. The default value is false.
quickReplyOptionTemplate
Field Type
string
Description
Formula template used to resolve a label for Dynamic choice options of type Object.
quickReplyType
Field Type
BotQuickReplyType (enumeration of type string)
Description

Values are:

  • Dynamic
  • Static
quickReplyWidgetType
Field Type
BotWidgetType (enumeration of type string)
Description

Values are:

  • Buttons
  • Menu
retryMessages
Field Type
BotMessage[]
Description
In Conversation Repair, the messages assigned to repair attempts.
sourceVariableName
Field Type
string
Description
Name of the source VariableName used in the variable operation.
sourceVariableType
Field Type
ConversationVariableType (enumeration of type string)
Description
This name defines the data type of VariableName used in the variable operation.

Values are:

  • ContextVariable
  • ConversationVariable
successMessages
Field Type
BotMessage[]
Description
In a File dialog step, the message displayed to the customer as part of type CollectAttachment to confirm a successful file upload. Available in API version 57.0 and later.
type
Field Type
BotVariableOperationType (enumeration of type string)
Description

Required.

Values are:

  • Collect
  • CollectAttachment (Available in API version 57.0 and later.)
  • Set
  • SetConversationLanguage
  • Unset
variableOperationIdentifier
Field Type
string
Description
A unique key that identifies a variable operation within a dialog. It is used to link translated labels to labels within the variable operation. This field is recommended for all variable operation records and is required for translated variable operation labels.

If a variable operation is created via the UI, the variableOperationIdentifier is automatically generated. If a variable operation is created via API, the variableOperationIdentifier must be provided. variableOperationIdentifier can contain letters, numbers, dashes, and underscores, up to 255 characters.

BotQuickReplyOption

List of static choice options used by a bot variable operation of type Collect and quickReplyType of Static.

Field Name Description
literalValue
Field Type
string
Description

Required.

Value to be displayed as a menu or button choice to your customer.
quickReplyOptionIdentifier
Field Type
string
Description
A unique key that identifies a quick reply option within a dialog. It is used to link translated labels to labels within the quick reply option. This field is recommended for all quick reply option records and is required for translated quick reply option labels.

If a quick reply option is created via the UI, the quickReplyOptionIdentifier is automatically generated. If a message is created via API, the quickReplyOptionIdentifier must be provided. quickReplyOptionIdentifier can contain letters, numbers, dashes, and underscores, up to 255 characters.

BotVariableOperand

List of bot variable operands associated with a bot variable of type Set or Unset.

Field Name Description
disableAutoFill
Field Type
boolean
Description
Disables auto-fill behavior for a bot variable under a bot variable operation of type Collect.
sourceName
Field Type
string
Description
Name of the source CustomField or MlSlotClass used in the variable operation.
sourceType
Field Type
ConversationVariableOperandSourceType (enumeration of type string)
Description

Values are:

  • BotDefinition
  • ContextVariable
  • ConversationVariable
  • FlowDefinition
  • MlSlotClass
  • Queue
  • StandardConversationVariable
  • StandardMlSlotClass
  • Value
sourceValue
Field Type
string
Description
Literal value used as the source for this variable operation.
targetName
Field Type
string
Description

Required.

Name of the target variable used in the variable operation.
targetType
Field Type
ConversationVariableType (enumeration of type string)
Description

Required.

Type of the target used in the variable operation.

Values are:

  • ContextVariable
  • ConversationVariable

ConversationRecordLookup

Information related to the linked conversation. Currently only works on Lightning Knowledge.

Field Name Description
SObjectType
Field Type
string
Description

Required.

Specifies the SObjectType of the ID stored in a bot variable.
conditions
Field Type
ConversationRecordLookupCondition[]
Description
The conditions associated with this lookup.
filterLogic
Field Type
string
Description
The logical operator that connects the conditions.
Values are:
  • And
  • Or
lookupFields
Field Type
ConversationRecordLookupField[]
Description
Definition of the fields that are used for this lookup.
maxLookupResults
Field Type
int
Description

Required.

The maximum number of records to return (1-3).
sortFieldName
Field Type
string
Description
The name of the field used to sort the lookup results.
sortOrder
Field Type
SortOrder (enumeration of type string)
Description
The display order of the lookup results.

Values are:

  • Asc
  • Desc
sourceVariableName
Field Type
string
Description
The input for this lookup operation.
sourceVariableType
Field Type
ConversationVariableType (enumeration of type string)
Description
Type of the target used in the variable operation.

Values are:

  • ContextVariable
  • ConversationVariable
targetVariableName
Field Type
string
Description

Required.

The variable that holds the results of this lookup.

ConversationRecordLookupCondition

List of conditions associated with a ConversationRecordLookup.

Field Name Description
leftOperand
Field Type
string
Description

Required.

Field on which the condition operation takes place.
operatorType
Field Type
string
Description

Required.

The operator applied to the leftOperand.
Values are:
  • Equals
  • NotEquals
  • IsSet
  • IsNotSet
  • GreaterThan
  • LessThan
  • GreaterThanOrEqualTo
  • LessThanOrEqualTo
rightOperandName
Field Type
string
Description
The name of the variable to compare against.
rightOperandType
Field Type
ConversationVariableType (enumeration of type string)
Description
The type of the variable to compare against.

Values are:

  • ContextVariable
  • ConversationVariable
rightOperandValue
Field Type
string
Description
The custom value to compare against. This value is ignored when using IsSet and IsNotSet operators.
sortOrder
Field Type
int
Description

Required.

Order in which the conditions are applied.

ConversationRecordLookupField

The fields used in a conversation record lookup.

Field Name Description
fieldName
Field Type
string
Description

Required.

Defines the field names used in the Conversation Lookup function.

ConversationDefinitionStepGoalMapping

Represents the association between a goal and a BotStep. A goal can be associated with only one BotStep and one dialog at a time. Available in API version 57.0 and later.

Field Name Description
goalName
Field Type
string
Description
The API name of the goal.

ConversationSystemMessage

System messages that represent an action for a Bot Step, such as transferring to an agent or ending a chat.

Field Name Description
systemMessageMappings
Field Type
ConversationSystemMessageMapping[]
Description
Defines the type of system message to be sent.
type
Field Type
ConversationSystemMessageType (enumeration of type string)
Description

Required.

This field defines the values available for a system message.

Values are:

  • EndChat
  • Transfer

ConversationSystemMessageMapping

List of mappings that indicate additional information provided for the system message.

Field Name Description
mappingType
Field Type
ConversationMappingType (enumeration of type string)
Description

Required.

Defines the type of mapping used in the record.

Values are:

  • Input
  • Output
parameterType
Field Type
ConversationSystemMessageParamType (enumeration of type string)
Description

Required.

Defines the type of parameter the value is mapped to.

Values are:

  • Transfer
variableName
Field Type
string
Description

Required.

Name of the variable that contains the value passed to the system message.

ConversationDefinitionRichMessage

Represents the configuration details for referencing a messaging component, such as an enhanced link.

Field Name Description
messageDefinitionMappings
Field Type
BotInvocationMapping[]
Description
List of mappings for referencing a messaging component. Includes any input parameters and their values. Optionally, specifies the conversation variable for storing any outputs.

Input parameter values can be either static values or references to conversation or context variables.

messageDefinitionName
Field Type
string
Description

Required.

The API name of the messaging component referenced by the bot.

ConversationContextVariable

A context variable local to the current bot.

Field Name Description
SObjectType
Field Type
string
Description
Valid values are:
  • BotDefinition
  • Queue
contextVariableMappings
Field Type
ConversationContextVariableMapping[]
Description
Represents the mapping between a context variable, channel type, and sObject field.
dataType
Field Type
ConversationDataType (enumeration of type string)
Description

Required.

Reprsents the data type of the context variable.

Values are:

  • Boolean
  • Currency
  • Date
  • DateTime
  • Id
  • Number
  • Object
  • Text
developerName
Field Type
string
Description

Required.

Represents the name of the context variable. Can contain only underscores and alphanumeric characters and must be unique in your org. It must begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores.
label
Field Type
string
Description

Required.

A label that identifies the context variable throughout the Salesforce user interface.

ConversationContextVariableMapping

Represents the mapping between a context variable, channel type, and sObject field.

Field Name Description
SObjectType
Field Type
string
Description

Required.

SObject type for the field property defined as part of the mapping.
Values are:
  • LiveChatTranscript
  • MessagingEndUser
  • MessagingSession
fieldName
Field Type
string
Description

Required.

The API name of an SObject field to be used as part of the mapping.
messageType
Field Type
MessageType (enumeration of type string)
Description

Required.

Represents the channel, either SMS messaging or Chat.

Values are:

  • Alexa
  • AppleBusinessChat
  • EmbeddedMessaging
  • Facebook
  • GoogleHome
  • Line
  • Omega
  • Phone
  • Text
  • Voice
  • WeChat
  • WebChat
  • WhatsApp

ConversationDefinitionGoal

A goal included in the bot template. Available in API version 57.0 and later.

Field Name Description
developerName
Field Type
string
Description

Required.

A unique name that prevents conflicts with other goals associated with the same bot template. This name can contain only underscores and alphanumeric characters. It must begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores.
label
Field Type
string
Description

Required.

A label that identifies the goal throughout the Salesforce user interface. This label can contain only underscores and alphanumeric characters. It must begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores.

ConversationSystemDialog

A system function assigned to a dialog.

Field Name Description
dialog
Field Type
string
Description

Required.

The dialog name triggered when this system event fires.
type
Field Type
ConversationSystemDialogType (enumeration of type string)
Description

Required.

The type of system event.

Values are:

  • Disambiguation (Reserved for Future Use)
  • DisambiguationFailed (Reserved for Future Use)
  • ErrorHandling
  • KnowledgeFallback
  • TransferFailed

ConversationVariable

A container that stores a specific piece of data collected from the customer. You can use variables within dialog actions as both inputs and outputs.

Field Name Description
SObjectType
Field Type
string
Description
Specifies the SObjectType of the ID stored in a bot variable.
Values are:
  • BotDefinition
  • Queue
collectionType
Field Type
ConversationVariableCollectionType (enumeration of type string)
Description
This field defines whether a variable is designated as a List Variable.

Values are:

  • List
dataType
Field Type
ConversationDataType (enumeration of type string)
Description

Required.

Values are:

  • Boolean
  • Currency
  • Date
  • DateTime
  • Id
  • Number
  • Object
  • Text
developerName
Field Type
string
Description

Required.

This name can contain only underscores and alphanumeric characters and must be unique in your org. It must begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores.

Only users with View DeveloperName OR View Setup and Configuration permission can view, group, sort, and filter this field.

Note

label
Field Type
string
Description

Required.

Label that identifies a variable throughout the Salesforce user interface.

LocalMlDomain

An Einstein Intent Set local to the current bot template.

Field Name Description
label
Field Type
string
Description

Required.

Label that represents an Einstein Intent Set local to the current bot template throughout the Salesforce user interface.
mlIntents
Field Type
MlIntent[]
Description
List of intents associated with this local intent set.
mlSlotClasses
Field Type
MlSlotClass[]
Description
List of entities associated with this local intent set.
name
Field Type
string
Description

Required.

This unique name prevents conflicts with other local Einstein Intent Sets. This name can contain only underscores and alphanumeric characters and must be unique in your org. It must begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores.

MlIntent

An intent in an Einstein Intent Set.

Field Name Description
description
Field Type
string
Description
Einstein Intent Set description.
developerName
Field Type
string
Description

Required.

This unique name prevents conflicts with other Einstein Intent Sets associated with the same bot template. This name can contain only underscores and alphanumeric characters and must be unique in your org. It must begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores.

Only users with View DeveloperName OR View Setup and Configuration permission can view, group, sort, and filter this field.

Note

label
Field Type
string
Description

Required.

Einstein Intent Set name.
mlIntentUtterances
Field Type
MlIntentUtterance[]
Description
List of customer inputs for this intent.
relatedMlIntents
Field Type
MlRelatedIntent[]
Description
List of intents within an Einstein Intent Set used to expand customer inputs for this intent. Only intents within local Einstein Intent Sets have related intents.

MlIntentUtterance

A customer input for this intent.

Field Name Description
language
Field Type
Language (enumeration of type string)
Description
The language of the MlIntentUtterance.
utterance
Field Type
string
Description

Required.

A customer input or natural language query that triggers the parent intent and prompts the bot to run the dialog associated with this intent.

MlRelatedIntent

An intent in an Einstein Intent Set used to expand customer inputs for this intent. Only intents within local Einstein Intent Sets have related intents.

Field Name Description
relatedMlIntent
Field Type
string
Description

Required.

Name of the intent that is used to extend the customer inputs of the current parent intent.

MlSlotClass

An entity in this Einstein Intent Set.

Field Name Description
dataType
Field Type
MlSlotClassDataType (enumeration of type string)
Description

Required.

A list of the data types available for the MISlotClass.

Values are:

  • Boolean
  • Currency
  • Date
  • DateTime
  • Number
  • Text
description
Field Type
string
Description
A description of an Einstein Bot entity.
developerName
Field Type
string
Description

Required.

This unique name prevents conflicts with other entities in an Einstein Intent Set. This name can contain only underscores and alphanumeric characters, and must be unique in your org. It must begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores.

Only users with View DeveloperName OR View Setup and Configuration permission can view, group, sort, and filter this field.

Note

extractionRegex
Field Type
string
Description
Regular expression used to extract an entity when the type is set to Pattern.
extractionType
Field Type
MlSlotClassExtractionType (enumeration of type string)
Description

Values are:

  • Pattern
  • Value
label
Field Type
string
Description

Required.

Label that identifies an entity throughout the Salesforce user interface.
mlSlotClassValues
Field Type
MlSlotClassValue[]
Description
List of entity values associated with an entity of type Value.

MlSlotClassValue

An entity value associated with an entity of type Value.

Field Name Description
synonymGroup
Field Type
SynonymGroup[]
Description
Represents a list of terms or synonyms for the current entity value.
value
Field Type
string
Description

Required.

Single value used to extract an entity of type Value.

SynonymGroup

Represents a group of synonymous words or phrases.

Field Name Description
languages
Field Type
Language[] (enumeration of type string)
Description
Specifies the languages the value list applies to. If value list items are specific to a single language, specify only that language. If the value list items apply to multiple languages, specify multiple languages for one value list.
terms
Field Type
string[]
Description
A word or phrase synonymous with other terms in the value list.

Declarative Metadata Sample Definition

The following is an example of a BotTemplate component.

1<?xml version="1.0" encoding="UTF-8"?>
2<BotTemplate xmlns="http://soap.sforce.com/2006/04/metadata">
3    <botDialogGroups>
4        <developerName>dialog_group1</developerName>
5        <label>dialog group1</label>
6    </botDialogGroups>
7    <botDialogs>
8        <developerName>Test_Dialog_1</developerName>
9        <label>Test_Dialog_1</label>
10        <showInFooterMenu>false</showInFooterMenu>
11    </botDialogs>
12    <botDialogs>
13        <developerName>Test_Dialog_2</developerName>
14        <label>Test_Dialog_2</label>
15        <showInFooterMenu>false</showInFooterMenu>
16    </botDialogs>
17    <botDialogs>
18        <botSteps>
19            <botMessages>
20                <message>Hi! I&apos;m your helpful bot.</message>
21                <messageIdentifier>m1</messageIdentifier>
22            </botMessages>
23            <stepIdentifier>s1</stepIdentifier>
24            <type>Message</type>
25        </botSteps>
26        <botSteps>
27           <conversationRecordLookup>
28               <SObjectType>Account</SObjectType>
29               <conditions>
30                   <leftOperand>Account.Phone</leftOperand>
31                   <operatorType>Equal</operatorType>
32                   <rightOperandValue>Value</rightOperandValue>
33                   <sortOrder>0</sortOrder>
34               </conditions>
35               <lookupFields>
36                   <fieldName>Account.Phone</fieldName>
37               </lookupFields>
38               <lookupFields>
39                   <fieldName>Account.OwnerId</fieldName>
40               </lookupFields>
41               <maxLookupResults>1</maxLookupResults>
42               <sourceVariableName>_LastCustomerInput</sourceVariableName>
43               <sourceVariableType>ConversationVariable</sourceVariableType>
44               <targetVariableName>MyCustomVariable</targetVariableName>
45           </conversationRecordLookup>
46           <stepIdentifier>s2</stepIdentifier>
47           <type>RecordLookup</type>
48        </botSteps>
49        <botSteps>
50            <botNavigation>
51                <botNavigationLinks>
52                    <targetBotDialog>Main_Menu</targetBotDialog>
53                </botNavigationLinks>
54                <type>Redirect</type>
55            </botNavigation>
56            <stepIdentifier>s3</stepIdentifier>
57            <type>Navigation</type>
58        </botSteps>
59        <developerName>Welcome</developerName>
60        <label>Welcome</label>
61        <mlIntent>Welcome</mlIntent>
62        <showInFooterMenu>false</showInFooterMenu>
63    </botDialogs>
64    <botDialogs>
65        <botSteps>
66            <stepIdentifier>s4</stepIdentifier>
67            <type>Wait</type>
68        </botSteps>
69        <developerName>Main_Menu</developerName>
70        <label>Main Menu</label>
71        <mlIntent>Main_Menu</mlIntent>
72        <showInFooterMenu>false</showInFooterMenu>
73    </botDialogs>
74    <botDialogs>
75        <botSteps>
76            <botMessages>
77                <message>Goodbye! Click the &quot;End Chat&quot; button to end this chat</message>
78                <messageIdentifier>m2</messageIdentifier>
79            </botMessages>
80            <stepIdentifier>s6</stepIdentifier>
81            <type>Message</type>
82        </botSteps>
83        <botSteps>
84            <stepIdentifier>s7</stepIdentifier>
85            <type>Wait</type>
86        </botSteps>
87        <developerName>End_Chat</developerName>
88        <label>End Chat</label>
89        <mlIntent>End_Chat</mlIntent>
90        <showInFooterMenu>false</showInFooterMenu>
91    </botDialogs>
92    <botDialogs>
93        <botSteps>
94            <botMessages>
95                <message>Unfortunately, there are no agents available at the moment</message>
96                <messageIdentifier>m3</messageIdentifier>
97            </botMessages>
98            <stepIdentifier>s8</stepIdentifier>
99            <type>Message</type>
100        </botSteps>
101        <botSteps>
102            <stepIdentifier>s9</stepIdentifier>
103            <type>Wait</type>
104        </botSteps>
105        <developerName>No_Agent_Available</developerName>
106        <label>No Agent</label>
107        <showInFooterMenu>false</showInFooterMenu>
108    </botDialogs>
109    <contextVariables>
110        <contextVariableMappings>
111            <SObjectType>LiveChatTranscript</SObjectType>
112            <fieldName>LiveChatTranscript.ChatKey</fieldName>
113            <messageType>WebChat</messageType>
114        </contextVariableMappings>
115        <dataType>Text</dataType>
116        <developerName>ChatKey</developerName>
117        <label>Chat Key</label>
118    </contextVariables>
119    <conversationLanguages>en_US</conversationLanguages>
120    <conversationSystemDialogs>
121        <dialog>No_Agent_Available</dialog>
122        <type>TransferFailed</type>
123    </conversationSystemDialogs>
124    <conversationSystemDialogs>
125        <dialog>Test_Dialog_1</dialog>
126        <type>ErrorHandling</type>
127    </conversationSystemDialogs>
128    <conversationVariables>
129        <dataType>Text</dataType>
130        <developerName>TestVariableXYZ</developerName>
131        <label>TestVariableXYZ</label>
132    </conversationVariables>
133    <conversationVariables>
134        <collectionType>List</collectionType>
135        <dataType>Object</dataType>
136        <developerName>MyCustomVariable</developerName>
137        <label>MyCustomVariable</label>
138    </conversationVariables>
139    <description>Description of BotTemplate</description>
140    <entryDialog>Test_Dialog_1</entryDialog>
141    <icon>AA8qwqXXXXX</icon>
142    <mainMenuDialog>Test_Dialog_2</mainMenuDialog>
143    <masterLabel>Astro Bot</masterLabel>
144    <mlDomain>
145        <label>Astro Bot</label>
146        <mlIntents>
147            <developerName>End_Chat</developerName>
148            <label>End Chat</label>
149            <mlIntentUtterances>
150                <utterance>Utterance1</utterance>
151                <language>es</language>
152            </mlIntentUtterances>
153            <mlIntentUtterances>
154                <utterance>Utterance2</utterance>
155                <language>es</language>
156            </mlIntentUtterances>
157            <mlIntentUtterances>
158                <utterance>Utterance3</utterance>
159                <language>es</language>
160            </mlIntentUtterances>
161        </mlIntents>
162        <mlIntents>
163            <developerName>Main_Menu</developerName>
164            <label>Main Menu</label>
165            <description>Main Menu Intent</description>
166        </mlIntents>
167        <mlIntents>
168            <developerName>Welcome</developerName>
169            <label>Welcome</label>
170            <description>Welcome Intent</description>
171        </mlIntents>
172        <name>Astro_Bot_ld1</name>
173    </mlDomain>
174    <richContentEnabled>true</richContentEnabled>
175</BotTemplate>

The following is an example package.xml that references the previous definition.

1<?xml version="1.0" encoding="UTF-8"?>
2<Package xmlns="http://soap.sforce.com/2006/04/metadata">
3    <types>
4        <members>*</members>
5        <name>BotTemplate</name>
6    </types>
7    <version>55.0</version>
8</Package>

Wildcard Support in the Manifest File

This metadata type supports the wildcard character * (asterisk) in the package.xml manifest file. For information about using the manifest file, see Deploying and Retrieving Metadata with the Zip File.