![Creating a Salesforce Einstein Bot for Facebook Messenger - TUTORIAL 57 salesforce + facebook messenger logo](https://coenraets.org/wp-content/uploads/2022/08/salesforce-facebook-messenger-logo.png)
The success of any business/company boils down to how good its Customer Support is. Especially in this day and age where most people prefer to use Chat Support, the replies must be quick and help the user as much as possible. However, a Support Agent might not always be available 24/7 and even if they are, there are still chances that some messages might not get noticed on busy working days. This is sure to leave the customer feeling unhappy and that’s the last thing any business wants.
To circumvent that companies like Salesforce have created something called Einstein Bot, it is an Entirely Customizable Chat Bot that allows for automatic instant replies to any user at any point in time. And the best part is that it supports a Wide Variety of Messaging Channels, from Facebook Messenger to Whatsapp to any other social media platform that you can think of.
And that’s exactly what we’ll be doing today, we’ll have a look at how to create your very own Salesforce Einstein Chatbot and integrate it with Facebook Messenger.
Table of Contents
What is Salesforce & What does CRM Mean?
![Creating a Salesforce Einstein Bot for Facebook Messenger - TUTORIAL 1 salesforce crm logo](https://coenraets.org/wp-content/uploads/2022/08/salesforce-crm-logo.png)
If you don’t know what Salesforce does or what a CRM is, to put it simply a CRM ( or Customer Relationship Management ) is a tool for managing all the interactions/relationships with the potential / existing customers of your business/product.
Why even need a CRM in the first place when you can directly interact with your customers?
That’s true, but imagine having more than 10, 20, or even 100 customers, sooner or later you will realize that it’s not so bad to use some help. And that’s exactly what CRMs do, they help you by storing the details of all of the customers And allow a really easy & quick interface so that you can focus directly on the customers instead of worrying about the communication medium. A good CRM also provides you with other details about the customer such as their previous orders, their likes, and dislikes, any issues that they might be facing, etc. Seeing all of this data in a single place can allow you to gain extremely accurate insights into what exactly the customer needs
Salesforce vs other CRMs
![Creating a Salesforce Einstein Bot for Facebook Messenger - TUTORIAL 2 salesforce and other CRMs on the market](https://coenraets.org/wp-content/uploads/2022/08/salesforce-and-other-CRMs-on-the-market.png)
This might not be a surprise, but salesforce isn’t the only CRM company out there. There are tons of other CRM Competitors, and the more the choices – the harder it is to choose. So let’s have a look at how each of them compares to one another.
Popularity & Reputation
![Creating a Salesforce Einstein Bot for Facebook Messenger - TUTORIAL 3 market share of top crm software - pie chart](https://coenraets.org/wp-content/uploads/2022/08/market-share-of-top-crm-software-pie-chart.png)
It’s important that the CRM Company that we choose is going to be around for as long as we need it to, and won’t just decide to shut down one day. That’s why we need to choose a company that is popular and has a good reputation among its clients.
There is no question that Salesforce tops the list of popularity & reputation with its 33% share in the CRM World
Pricing
![Creating a Salesforce Einstein Bot for Facebook Messenger - TUTORIAL 4 pricing of top crm software - bar graph](https://coenraets.org/wp-content/uploads/2022/08/pricing-of-top-crm-software-bar-graph.png)
Coming to the pricing, Salesforce might not be the best option if your company is in a position that doesn’t allow it to spend good amounts of money on a CRM. But don’t worry as there are tons of cheap options available that might suit your needs.
If you’re a Small / Medium sized company and are on a Budget then looking at companies such as Zoho, monday.com or Hubspot CRM would be your best option, as they have almost all of the features that a good CRM is supposed to have, with a cheaper price.
Customer Support
![Creating a Salesforce Einstein Bot for Facebook Messenger - TUTORIAL 5 customer support image](https://coenraets.org/wp-content/uploads/2022/08/customer-support-image.png)
There is no point in getting a CRM that you cannot use, quick tech support is very important for situations where you’re simply stuck and need a helping hand. Despite the size & requirements of your business, Salesforce is the clear winner here – with awesome tech support and 24/7 Live Chat, Email, or Phone availability, you just cannot go wrong by choosing salesforce.
The Final Messenger Bot – Demo
Before working on building the Salesforce Messenger Bot, let’s have a look at the final product so you can get a better idea of what to expect after you are done with the tutorial.
The below chatbot is for a Games Store, as of now it has three options
- Track My Order
- Latest Game Available
- Show Discount Coupons
And if the user wishes for anything other than the above, or needs some help, the bot is smart enough to detect that and redirect the chat to a human support assistant
![Creating a Salesforce Einstein Bot for Facebook Messenger - TUTORIAL 6 preview of the salesforce + facebook messenger integration](https://coenraets.org/wp-content/uploads/2022/08/preview-of-the-salesforce-facebook-messenger-integration.gif)
Step 1: Creating a Salesforce Developer Account
The first step to creating a Salesforce Einstein Messenger Bot is to create a new Salesforce Developer account. This is because the Developer Edition of their platform offers most of the features ( including Messenger Bots ) completely free of charge ( for trial )
![Creating a Salesforce Einstein Bot for Facebook Messenger - TUTORIAL 7 salesforce developer org signup page](https://coenraets.org/wp-content/uploads/2022/08/salesforce-developer-org-signup-page.png)
- Fill in the basic details ( First Name, Last Name, Email, etc ) and you should soon receive a Verification Email along with a login link
- Follow the given link, enter your Email & Password and you should be welcomed with the Salesforce Dashboard as shown below
![Creating a Salesforce Einstein Bot for Facebook Messenger - TUTORIAL 8 salesforce dashboard](https://coenraets.org/wp-content/uploads/2022/08/salesforce-dashboard.png)
Step 2: Setting up the Facebook Messenger Channel
For the Facebook Messenger bot to work, we need two things
- An actual bot that can reply intelligently ( Salesforce’s Einstein Bot )
- A messaging channel for the bot ( can be Whatsapp, Facebook, etc )
In this step, we’ll be working on creating the messaging channel, and then in further steps, we’ll work on creating the Einstein Bot which will then be linked to this messaging channel
To do that,
- Go to the Salesforce Dashboard and search for Messaging Settings in the Quick Search box
![Creating a Salesforce Einstein Bot for Facebook Messenger - TUTORIAL 9 messaging settings salesforce](https://coenraets.org/wp-content/uploads/2022/08/messaging-settings-salesforce.png)
- Click on the New Channel button to create a New Messaging Channel as shown below
![Creating a Salesforce Einstein Bot for Facebook Messenger - TUTORIAL 10 creating a new messaging channel salesforce](https://coenraets.org/wp-content/uploads/2022/08/creating-a-new-messaging-channel-salesforce.png)
- You’ll then be prompted to choose a Messaging Channel Type as shown, you can choose from a lot of different options ( Whatsapp, SMS, or Facebook Messenger ). But for this tutorial, we’ll be going ahead with the Facebook Messenger option
![Creating a Salesforce Einstein Bot for Facebook Messenger - TUTORIAL 11 selecting a messaging channel type for salesforce](https://coenraets.org/wp-content/uploads/2022/08/selecting-a-messaging-channel-type-for-salesforce.png)
- Selecting Facebook Messenger will now open a Facebook Login popup asking you to login into your Facebook Account to select the Facebook Page you want to add the messenger bot for
Note: You need to have admin/owner rights to the Facebook page for which the messenger channel is required.
- Select the Facebook page from the given options as shown below
![]() |
![Creating a Salesforce Einstein Bot for Facebook Messenger - TUTORIAL 13 connecting a facebook page to salesforce for messenger integration](https://coenraets.org/wp-content/uploads/2022/08/connecting-a-facebook-page-to-salesforce-for-messenger-integration-1.png)
- The next step to do is to add a Chat Acknowledgement, this is like a Welcome Message that the channel shows if there is no support agent active currently.
![Creating a Salesforce Einstein Bot for Facebook Messenger - TUTORIAL 14 writing a default chat acknowledgement for the messenger channel](https://coenraets.org/wp-content/uploads/2022/08/writing-a-default-chat-acknowledgement-for-the-messenger-channel.png)
- The last step is to create a Messaging Queue, this is helpful if your company has multiple support agents that are good at a wide variety of things. This allows support requests to be redirected to the best support agent for that particular request.
![Creating a Salesforce Einstein Bot for Facebook Messenger - TUTORIAL 15 creating a mesasging queue for a salesforce messaging channel](https://coenraets.org/wp-content/uploads/2022/08/creating-a-mesasging-queue-for-a-salesforce-messaging-channel.png)
Step 3: Creating a New Salesforce Einstein Bot
The functionality in creating only a Messaging Channel is very limited as it only supports two features
- Sending a Custom Welcome Message
- Redirecting to a Support Agent using Messaging Queues
But most messaging bots these days can do much more without having an active support agent, they can display things like Current Offers, or even track orders. To add all of this functionality, we will need to create an Einstein Bot and link it with the Messenger Channel
To create a new Einstein Bot
- Visit the Salesforce Dashboard and click on Get Started With Einstein Bots button as shown below
![Creating a Salesforce Einstein Bot for Facebook Messenger - TUTORIAL 16 salesforce dashboard - einstein bots](https://coenraets.org/wp-content/uploads/2022/08/salesforce-dashboard-einstein-bots.png)
- To keep things simple in this tutorial, we’ll be creating a Standard Bot, as they are a good beginning point for people just getting started on Einstein Bots
![Creating a Salesforce Einstein Bot for Facebook Messenger - TUTORIAL 17 creating a standard einstein bot salesforce](https://coenraets.org/wp-content/uploads/2022/08/creating-a-standard-einstein-bot-salesforce.png)
- In the next steps, we’ll personalize the Einstein Bot by giving it a name and setting the default language ( English )
![Creating a Salesforce Einstein Bot for Facebook Messenger - TUTORIAL 18 personalizing salesforce einstein bot](https://coenraets.org/wp-content/uploads/2022/08/personalizing-salesforce-einstein-bot.png)
- Looking at the final chatbot, you can see a few buttons ( Track My Order, Latest Game Available, Discount Codes ) these are called Chatbot Actions, they perform custom actions when the user clicks a specified button
![Creating a Salesforce Einstein Bot for Facebook Messenger - TUTORIAL 19 adding default greeting for the salesforce einstein bot](https://coenraets.org/wp-content/uploads/2022/08/adding-default-greeting-for-the-salesforce-einstein-bot.png)
- Follow the on-screen instructions for the remaining sections and voila! Your einstein bot should now be created.
Visit the Einstein Bots section from Quick Find and select the newly created Game Bot from the list of bots
![Creating a Salesforce Einstein Bot for Facebook Messenger - TUTORIAL 20 salesforce einstein bots list](https://coenraets.org/wp-content/uploads/2022/08/salesforce-einstein-bots-list.png)
You should then see a screen similar to the one shown below
![Creating a Salesforce Einstein Bot for Facebook Messenger - TUTORIAL 21 salesforce einstein bot builder](https://coenraets.org/wp-content/uploads/2022/08/salesforce-einstein-bot-builder.png)
Let’s first start by working on the Discount Codes section
The way that Einstein Bots work is by providing a chain of steps where each step can be one of the 4 things,
- Message
- Question
- Action
- Rules
For the Discount Codes section, we simply need to give the user a Custom Message with the list of currently active discount coupons
Here are a few discount codes: 1) NEW USER 2) FREE50 3) ILOVEGAMES123 |
To do that, we simply select the Message option and paste in the Discount Codes for the bot to display.
![Creating a Salesforce Einstein Bot for Facebook Messenger - TUTORIAL 22 adding a message to salesforce einstein bot](https://coenraets.org/wp-content/uploads/2022/08/adding-a-message-to-salesforce-einstein-bot.png)
Then, in the “next step” section, we click on Start Another Dialog: Main Menu so that the user is always redirected to the Main Menu after completing a Custom action
Similarly, we configure the Latest Game Available to show a Custom Message containing the Newly Released games in the store.
![Creating a Salesforce Einstein Bot for Facebook Messenger - TUTORIAL 23 adding a message to salesforce einstein bot](https://coenraets.org/wp-content/uploads/2022/08/adding-a-message-to-salesforce-einstein-bot-1.png)
Moving on to the last section “Track My Order”, here we’ll be asking a Question about storing the Order Number, then we’ll simply Transfer The Chat to a Support Agent by sending a message “you are currently being transferred…”
![Creating a Salesforce Einstein Bot for Facebook Messenger - TUTORIAL 24 adding a question to salesforce einstein bot](https://coenraets.org/wp-content/uploads/2022/08/adding-a-question-to-salesforce-einstein-bot.png)
Since the Order Number is an Integer/Number we use the following configuration for the Question Section
![Creating a Salesforce Einstein Bot for Facebook Messenger - TUTORIAL 25 configuring the salesforce einstein bot](https://coenraets.org/wp-content/uploads/2022/08/configuring-the-salesforce-einstein-bot.png)
And that’s it! The Einstein Bot should now be created and functional, in the next step let’s look at how to integrate it into the Messenger Channel so that the users can chat with the Einstein Bot using Facebook Messenger
Step 4: Configuring the Salesforce Einstein Bot
Go to the Einstein Bot ( game bot ) that you created previously and navigate to the Overview Section
![Creating a Salesforce Einstein Bot for Facebook Messenger - TUTORIAL 26 options for salesforce einstein bot builder](https://coenraets.org/wp-content/uploads/2022/08/options-for-salesforce-einstein-bot-builder.png)
Then in the Connections Tab, you will see the following message
![Creating a Salesforce Einstein Bot for Facebook Messenger - TUTORIAL 27 connections tab salesforce einstein bot builder](https://coenraets.org/wp-content/uploads/2022/08/connections-tab-salesforce-einstein-bot-builder.png)
Click on the Add Connection button and fill up the resultant Pop up as shown below, to link the Einstein Bot to the Facebook Messenger channel created in the previous sections
![Creating a Salesforce Einstein Bot for Facebook Messenger - TUTORIAL 28 adding a facebook messenger connection to salesforce einstein bot](https://coenraets.org/wp-content/uploads/2022/08/adding-a-facebook-messenger-connection-to-salesforce-einstein-bot.png)
- And voila! The Einstein Bot should now be linked with Facebook Messenger, you can make sure that it works by visiting the Facebook Page and having a sample chat with it as shown in the demo
Conclusion
Congratulations on coming this far and completing this tutorial on creating a Salesforce Messenger Bot. Hopefully, this has been a good starting point on your journey of creating chatbots. There are multiple things you can try out next such as Integrating the Chatbot to your Website or try working on creating a Whatsapp / iMessage( SMS ) bot depending on what’s popular in your area. Einstein Bots are still in beta as of writing this article, so make sure to keep checking for new & exciting features that you find relevant to your product. If you found this article valuable and learned something new today, do share it with your friends
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