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            Link Case and Messaging DMOs to Generative AI Data

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            Link Case and Messaging DMOs to Generative AI Data

            Create relationships between your custom data model objects (DMOs) and the generative AI data model objects (DMOs).

            Required Editions

            Available in: Enterprise, Performance, and Unlimited Editions with an Einstein for Sales, Einstein for Platform, Einstein for Service, Einstein 1 Service, or Einstein GPT Service add-on. To purchase add-ons, contact your Salesforce account executive.
            User Permissions Needed
            To create data model object relationships: Customer Data Cloud Admin
            To turn on data collection: View Setup
              AND
              Customize Application

            To collect generative AI audit and feedback data, Set Up Einstein Generative AI Audit and Feedback. Before you create the relationships make sure you've created the data streams for the Case and Messaging objects. See Create Data Streams to Monitor Einstein Service Replies.

            Mapping the case and messaging DMOs to generative AI data is one of the steps required to create reports so you can analyze and monitor Einstein Service Replies. See Monitor and Analyze Einstein Service Replies.

            1. In Data Cloud, select the Case DMO that you created.
            2. On the Relationships tab, click New and enter these values.
              • Field: CaseID
              • Cardinality: 1:1
              • Related Object: MessagingSession or Live Chat Transcript object If you use both Messeging for In-app and Salesforce Chat, repeat the steps for both objects. complete the steps for both objects.
              • Related Field: CaseID
            3. Save your work and activate the relationship.
            4. Select the Messaging Session DMO that you created, and on the Relationships tab, click New and enter these values.
              • Field: Messaging Session ID
              • Cardinality: 1:1
              • Related Object: GenAIGtwyObjRecord
              • Related Field: RecordId
            5. Select the Live Chat Transcript DMO that you created , and on the Relationships tab, click New and enter these values.
              • Field: Id
              • Cardinality: 1:1
              • Related Object: GenAIGtwyObjRecord
              • Related Field: RecordId
            6. Save your work and activate the relationship.
            7. On the Relationships tab of the GenAIGatewayRequest DMO, verify the relationship between GenAIGatewayRequest and GenAIGtwyObjRecord. You can view the status of a relationship in the Edit Relationships window.
            8. On the Relationships tab of the GenAIFeedback DMO, verify the relationship between GenAIFeedback and GenAIGwtyObjRecord. You can view the status of a relationship in the Edit Relationships window.
             
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