You are here:
Considerations for Removing Einstein Bots for Financial Services Cloud
Before removing the Einstein Bots for Financial Services Cloud package, you must revoke the permission sets assigned to the bot. Also, you must undo the configuration that determines the name of the chat button in the landing page.
Important Be sure to complete the steps described in this topic before
removing the bot package.
To remove the bot package, follow the instructions in Uninstall a Managed Package.
- In your Salesforce org, from the App Launcher (
), find and open FSC
Einstein Bots Manager. - On the Getting Started tab, in the Data Setup section, click Revoke PermSet Assignment, and follow the on-screen instructions.
- In Salesforce Classic, from Setup, search for Chat Buttons and Automated Invitations in the Quick Find box, and click Chat Buttons and Automated Invitations.
- Select Chat Button for Einstein FSC Bots, and click Edit.
- In the Einstein Bots Settings section, clear the Einstein Bots Configuration field.
- Save your changes.
Did this article solve your issue?
Let us know so we can improve!
