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            Post-Deployment Tasks for Einstein Bots for Financial Services Cloud

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            3. Financial Services Cloud Admin Guide

            Post-Deployment Tasks for Einstein Bots for Financial Services Cloud

            Configure the deployed package to get your bots up and running.

            Set Up Test Data

            Setting up test data involves:

            • Setting up Chat
            • Assigning permission sets to the bot
            • Deploying test data to your Salesforce org
            Important
            Important These steps deploy test data to your Salesforce org. We recommend that you perform this operation only in a test environment.
            Note
            Note Before you begin, add your Salesforce org’s URL to your remote site setting.

            To set up test data for the bots:

            1. In your Salesforce org, from the App Launcher (App Launcher icon), find and open FSC Einstein Bots Manager.
            2. On the Getting Started tab, in the Data Setup section, click Chat Setup, and follow the on-screen instructions.
            3. In the Data Setup section, click Assign Bot PermSet, and follow the on-screen instructions.
            4. In the Data Setup section, click Create FscBot Test Data, and follow the on-screen instructions.

            Train Einstein Bots for Financial Services Cloud

            The customer's reason for interacting with your bot, such as reporting a lost card or registering an international travel plan, is called an intent. You associate an intent with a dialog. You then train the bot to create a learning model that your bot can use to understand the intents.

            If your customers interact with your bot by typing a message in the chat window, use intents to help your bot understand what they want. For example, a Report Lost Card dialog has an associated intent that trains the bot to understand the many ways that a customer could express the need to report a lost card.

            1. From Setup, search for Einstein Bots in the Quick Find box, and click Einstein Bots.
            2. In the My Bots section, select Einstein Bots for Financial Services Cloud.
            3. From the Bot Builder menu in the top left, switch to the Overview page, and click Edit.
            4. Click Build Model, and follow the on-screen instructions.

              The bot training could take a while. In the meantime, you can complete the other steps. Your bot is trained when the Status field shows Succeeded and the Complete % shows 100%.

            Set Up Org-Wide Email Addresses and Salesforce Sites

            You can define and manage org-wide and no-reply addresses for each user profile. When sending email from Salesforce, users with these profiles can select their own address or the org-wide address for the email’s From address. Replies are delivered to the defined no-reply address. These configurations are required to send emails with verification codes to customers.

            Salesforce Sites enables you to create public websites and apps that are directly integrated with your Salesforce org and don’t require users to log in with a username and password.

            1. Create an org-wide email address and verify it.
            2. From Setup, search for Custom Metadata Types in the Quick Find box, and click Custom Metadata Types.
            3. Select FscBot_Settings, and click Manage Records.
            4. Find BotOrgWideEmailAddress, and update its value with the org-wide email address that you created.
            5. Find NoReplyEmailAddress, and update its value with the no-reply email address for your org. If you don’t have a no-reply email address, you can provide any valid email address.
            6. If you don’t have a Salesforce site, register for one.
            7. To test the bot, add the FSCBot_Landing Visualforce page to your site.

            Configure the Chat Button

            Give the chat button that is displayed on the landing page a name.

            Note
            Note Perform these steps in Salesforce Classic.
            1. From Setup, search for Chat Buttons & Invitations in the Quick Find box, and click Chat Buttons & Invitations.
            2. Select FSC Chat Button, and click Edit.
            3. In the Einstein Bots Settings section, set Einstein Bots Configuration to Einstein Bots for FSC.

            Configure the Site Endpoint for Snap-Ins

            Link your Salesforce site to a snap-in.

            1. From Setup, search for Snap-ins in the Quick Find box, and click Snap-ins.
            2. Click New Deployment.
            3. Give the snap-in deployment a name.
            4. In the Site Endpoint dropdown list, select your Financial Services Cloud site.
            5. Save your changes.
            6. In the Chat Settings section, click Start.
            7. In the Chat Deployment dropdown list, select Einstein Bots for Financial Services Cloud.
            8. In the Chat Button dropdown list, select Chat Button for Einstein FSC Bots.
            9. Save your changes.

            Configure the Landing Page with a Snap-In

            Configure the landing page to embed the bot snap-in.

            1. From Setup, search for Snap-ins in the Quick Find box, and click Snap-ins.
            2. Select the snap-in that you created, and click View.
            3. Click Get Code.
            4. Copy the chat code snippet.
            5. From Setup, search for Visualforce Pages in the Quick Find box, and click Visualforce Pages.
            6. Select the FscBot_Landing Visualforce page, and click Edit.
            7. In the Visualforce Markup tab, paste the code snippet just before the closing body tag (</body>).
            8. Save your changes.

            Activate and Launch Einstein Bots for Financial Services Cloud

            Activate the bot before you can start chatting with it from the landing page.

            Important
            Important Before you begin, the bot training that you initiated must have completed successfully.
            1. From Setup, search for Einstein Bots in the Quick Find box, and click Einstein Bots.
            2. In the My Bots section, select Einstein Bots for Financial Services Cloud.
            3. From the Bot Builder menu in the top left, switch to the Overview page.
            4. Click Activate.
            5. Go to <YOUR_SITE_URL>/FSCBot_Landing, and chat with your bot using snap-ins. <YOUR_SITE_URL> is the site that you created in Set Up Email and Salesforce Sites.
             
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