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Set Up a Dialog Action Step

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Set Up a Dialog Action Step

Use Action steps to run autolaunched flows and send emails. Action steps let your bot use Apex to create, read, update, or delete Salesforce objects, retrieve data and display it, and retrieve external data from a third-party API. Add a goal to a dialog to evaluate how well your bot is helping your customers.

Required Editions

View supported editions.
User Permissions Needed
To build and manage Einstein Bots:

Customize Application

OR

Modify Metadata

OR

Manage Bots

When using Apex with an Action step:

  • Apex methods must be written with InvocableMethod annotation to be accessible to bots. For more information on the annotation, visit the Developer Guide.
  • To give your bot access to Apex, Salesforce objects, and to Run Flows, update sfdc.chatbot.service.permset. See Setting Apex Class Access from Permission Sets and Working with Object Settings in Permission Sets.
  • When a custom value is entered as an Apex input, it’s interpreted as a string.
  • When logging exceptions in Apex, remove all references to personal identifying information (PII) and customer inputs in the error message.
  • When processing object values, we support up to five levels of nested objects in outputs and one level of nested objects in inputs.
  • Apex actions have a default timeout of 10 seconds each.
  • The overall processing time limit for a bot response is 120 seconds.
  • A maximum of 50 apex calls (across any number of dialogs) can be made before sending an outbound message.
  1. To add an Action step to the dialog, from the Dialog Component Library, drag a step from the Actions section onto the canvas.
  2. In the Step Properties panel, set the action name and any input and output variables.
  3. Save the dialog.

You can debug Apex calls from the event logs in the Performance page.

  • Add an Object Search Action
    Deliver records from standard or custom objects to your Einstein Bot to create an integrated bot experience. The Object Search action type can be added to any dialog.
  • Add an External Service Action
    Add an action from a registered external service in Bot Builder to allow your bot to send and receive data between Salesforce and external API providers. Deliver personalized customer experiences without writing a single line of code.
  • Add a Standard Action
    Call a standard invocable action directly from your bot, without referencing it from an Apex class or flow. Use Knowledge actions, custom and standard notification actions, and more.

See Also

 
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