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.
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
| 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.
| 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.
|
| 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.
| 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.
|
| 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.
| 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.
| 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.
| 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:
|
| 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.
| 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.
| 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
|
BotNavigationLink
List of Bot Navigation links associated with a Bot Navigation of type Call or Redirect.
| label |
- Field Type
- string
- Description
- Label displayed when more than one Bot Navigation Link
is available under a Bot Navigation of type Redirect. The target
dialog label is used when no label is provided.
|
| targetBotDialog |
- Field Type
- string
- Description
- Name of the target dialog to be called as part of this
Bot Navigation Link.
|
| targetVariable |
- Field Type
- string
- Description
- In the Redirect to Dialog Rule Action, the ID of the
target object variable to be called as part of this Bot
Navigation link. Available in API version 57.0 and
later.
|
| targetVariableType |
- Field Type
- ConversationVariableType (enumeration of type
string)
- Description
- In the Redirect to Dialog Rule Action, the type of
variable referred to in
targetVariable. Available in
API version 57.0 and later.
Values are:
- ContextVariable
- ConversationVariable
|
BotStepCondition
List of BotStep conditions associated with a BotStep of type Group.
| 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.
| 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:
|
| quickReplyWidgetType |
- Field Type
- BotWidgetType (enumeration of type string)
- Description
-
Values are:
|
| 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.
| 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.
| 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.
| 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.
|
| 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:
|
| 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.
| 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.
| 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.
| 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.
| 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:
|
ConversationSystemMessageMapping
List of mappings that indicate additional information provided for the system
message.
| mappingType |
- Field Type
- ConversationMappingType (enumeration of type
string)
- Description
-
Required.
Defines the type of mapping used in the
record.Values are:
|
| parameterType |
- Field Type
- ConversationSystemMessageParamType (enumeration of type
string)
- Description
-
Required.
Defines the type of parameter the value
is mapped to.Values are:
|
| 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.
| 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.
| SObjectType |
- Field Type
- string
- Description
- Valid values are:
|
| 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.
| 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.
| 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.
| 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.
| SObjectType |
- Field Type
- string
- Description
- Specifies the SObjectType of the ID stored in a bot
variable.
|
| collectionType |
- Field Type
- ConversationVariableCollectionType (enumeration of type
string)
- Description
- This field defines whether a variable is designated as a
List Variable.
Values are:
|
| 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.
|
| 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.
| 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.
| 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.
|
| 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.
| 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.
|
MlSlotClass
An entity in this Einstein Intent Set.
| 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.
|
| 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:
|
| 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.
| 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.
| 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'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 "End Chat" 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>