The Scenario
The sandbox-to-production migration is scheduled for next Thursday. The Salesforce architect got a question from the governance committee this morning: how many Einstein Bots are deployed in the org, what are their developer names, and what languages do they serve? Nobody has a current list. The previous architect left six months ago and took the documentation with them.
The governance committee wants the inventory by end of week. The architect opens Salesforce Setup.
The bad version:
- Navigate to Einstein Bots in Salesforce Setup, find the list view.
- Click into the first bot to read its DeveloperName and Language settings, copy the values into an Excel workbook, navigate back.
- Repeat for each bot — 12 bots means 12 detail-page navigations and 12 copy-paste operations.
- Discover that Label and MasterLabel are two different fields and you've been copying the wrong one for half the list.
The migration cannot start without this inventory signed off. And the governance committee is not going to wait while you click through Setup one bot at a time.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It queries Salesforce Service Cloud for the full Einstein Bot catalog and writes every bot's metadata into your workbook in one pass.
Pull the full Einstein Bot catalog from Salesforce Service Cloud into my Excel file with columns for BotId, Label, DeveloperName, and Language so I can review them before our org migration
What You Get
- A SOQL query against the BotDefinition object, returning all Einstein Bots in the org.
- One row per bot, with columns for BotId, Label, DeveloperName, and Language populated from the API response.
- Bots sorted alphabetically by Label so the governance committee can scan the list without reordering.
- A count of total bots written below the last row.
What If the Data Is Not Quite Ready
The governance form also needs the bot's Active status
Some bots may be inactive — the committee wants to know which are live.
Pull the full Einstein Bot catalog from Salesforce Service Cloud into this workbook with columns for BotId, MasterLabel, DeveloperName, Language, and IsActive — one row per bot, sorted by MasterLabel
The inventory needs to capture when each bot was last modified
The migration team wants to know which bots have been touched recently.
List all Einstein Bots in the Salesforce org and write BotId, MasterLabel, DeveloperName, Language, and LastModifiedDate into this workbook — format LastModifiedDate as a readable date
You need the inventory split by language on separate worksheets
The org serves English and Spanish customers with different bots. The committee wants them separated.
List all Einstein Bots in the Salesforce org, split them by Language value, and write English-language bots to the English worksheet and all other bots to the Other Languages worksheet — columns: BotId, MasterLabel, DeveloperName, Language
Full governance inventory: all fields, active filter, modification date, and summary
Active bots only, all required metadata, sorted, with a count summary and export timestamp.
Query all active Einstein Bots in the Salesforce org (IsActive equals true). Write BotId, MasterLabel, DeveloperName, Language, and LastModifiedDate into this workbook. Sort by MasterLabel. Add a total count row below the last bot. Write the export timestamp in cell A1 above the headers.
One prompt produces the complete governance inventory before the committee's deadline.
Try It
Get the 7-day free trial of SheetXAI and open a blank workbook, then ask SheetXAI to pull your Einstein Bot inventory from Salesforce. For related reading, see the hub overview or the spoke on describing sObject metadata — the same pattern that reads field dictionaries also powers bot catalog queries.