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            Test-Drive Einstein Bots for Financial Services Cloud

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Test-Drive Einstein Bots for Financial Services Cloud

            Launch the sample Einstein Bots through Embedded Service to see how chatbots can work for your customers. You can then use the sample data included to test the use cases of a reported lost card and registering an international travel plan.

            Required Editions

            Financial Services Cloud is available in Lightning Experience.

            Available in: Professional, Enterprise, and Unlimited editions
            • Get Started
              The test data to get started is located in the FSC Einstein Bots Manager.
            • Report a Lost Card
              Use the provided test data to see how you can report a lost card to Einstein Bots for Financial Services Cloud. Block a card even if several cards are available for a customer. If an international travel plan has been registered, choose to have the replacement card delivered to the home address or one of the registered travel destinations.
            • Register an International Travel Plan
              Use the provided test data to see how you can register an international travel plan with Einstein Bots for Financial Services Cloud.
            • Review Bot Activity
              As an administrator, you can track and review all cases created by the bots in your Salesforce org.
             
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