How to programmatically turn on Einstein email tracking settings in scratch org

einsteinemail-trackingsalesforcedx-cliscratch-org

EDIT: my question is prob a diff way to ask this

I get this error in my CLI when pushing source:

In field: field – no CustomField named ListEmail.DeliveryRate

and I've discovered that the error is resolved if I

manually launch my scratch org and go into the setup
Navigate:
Einstein > Einstein Sales > Inbox > Setup Assistant
Turn on Make Inbox Available to Users
Turn on Email Tracking

I'm already using a shape-based org – is there some technique to help me navigate this issue in a more automated CI-pipeline friendly way?

Best Answer

This worked for me insofar as it turned on the Salesforce Inbox feature and turned on the email tracking checkbox - IDK how much of this is influenced by my org shape versus adding these settings below, I only know once I added this section is when it started to work properly

  "settings": 
  {
    ...
    "emailIntegrationSettings":{
      "enableContactAndEventSync": true,
      "enableProductivityFeatures": true,
      "doesGmailStayConnectedToSalesforce": true,
      "enableOutlookIntegration": true,
      "enableGmailIntegration": true,
      "isLayoutCustomizationAllowed": true,
      "doesEmailLogAsEmailMessageInOutlook": false,
      "shouldUseTrustedDomainsList": false,
      "enableEmailTrackingInMobile": true,
      "enableSupplementalContactInfoInMobile": false,
      "enableEngageForOutlook": true
    },

FWIW - I copied the default values from the XML example shown on this page

(I am about to push source and will update this answer if it indeed fully works as I expected)

Related Solutions

[SalesForce] Scratch Org missing from Salesforce DX org list

You are not overlooking anything but you are not understanding few concepts on how authentication works between CLI and Salesforce.

The machine that creates the scratch can log into that using sfdx force:org:open .Since you never created the org from your local machine this wont show up .

Here is what you can do if you want to log into the scratch org .First reset the password or create another user in your scratch org that you have password with .

Then run the login command as below to authenticate and set alias once login

sfdx force:auth:web:login --setalias myScratchOrg

On successful auth set as default as below

sfdx force:config:set defaultusername=myScratchOrg

Now open it using sfdx force:org:open -u myScratchOrg

[SalesForce] How to activate Einstein bots in a new sfdx scratch org

* UPDATE *

It now appears to be possible to create scratch orgs with Einstein Bots enabled. For ease, this is the project-scratch-def file I used:

{
    "edition": "Enterprise",
    "features": ["ServiceCloud","Chatbot","CPQ","Communities","Knowledge","LiveAgent","LightningServiceConsole","LiveMessage"],
    "settings": {
        "lightningExperienceSettings": {
            "enableS1DesktopEnabled": true
        },
        "mobileSettings": {
            "enableS1EncryptedStoragePref2": false
        },
        "communitiesSettings": {
            "enableNetworksEnabled": true
        },
        "omniChannelSettings": {
            "enableOmniChannel": true
        },
        "liveAgentSettings": {
          "enableLiveAgent": true
        }
    }
  }

EDIT: my question is prob a diff way to ask this

Best Answer

Related Solutions

[SalesForce] Scratch Org missing from Salesforce DX org list

[SalesForce] How to activate Einstein bots in a new sfdx scratch org

Related Topic