Lesson 2: Dialog Building, Entities, Variables, Rules, Flows, Knowledge, and Service Actions
Lesson Overview
This lesson develops practical skills in dialog building, entities, variables, rules, flows, knowledge, and service actions for Salesforce Chatbot and Einstein Bots Training.
Topics Covered
Dialogs, menus, questions, messages, rules, conditions, variables, and entities
Entity extraction, validation, disambiguation, context, memory, and user input
Flow integration, case creation, lookup, update, appointment, and transaction actions
Knowledge search, article answers, dynamic responses, and grounded information
Reusable dialogs, error handling, timeouts, interruptions, and fallback
Conversation and service-action exercises
Practical Activity
Configure or analyze a scenario involving dialogs, menus, questions, messages, rules, conditions, variables, and entities.
Build and validate an exercise covering entity extraction, validation, disambiguation, context, memory, and user input and flow integration, case creation, lookup, update, appointment, and transaction actions.
Use tests, logs, reports, or documentation to verify conversation and service-action exercises.
Key Takeaways
Explain dialogs, menus, questions, messages, rules, conditions, variables, and entities in the context of Salesforce Chatbot and Einstein Bots Training.
Apply practical methods for entity extraction, validation, disambiguation, context, memory, and user input and flow integration, case creation, lookup, update, appointment, and transaction actions.
Test, document, and troubleshoot conversation and service-action exercises.
