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 who built the bot configuration 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 to look for the Einstein Bots section.
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 a sheet, navigate back.
- Repeat for each bot — 12 bots means 12 detail-page navigations, 12 copy-paste operations, and the risk that the setup UI doesn't show all the metadata fields the governance form requires.
- Discover that the Label and MasterLabel are two different fields and you've been copying the wrong one for half the list.
The migration can't 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 Google Sheet. It queries Salesforce Service Cloud for the full Einstein Bot catalog and writes every bot's metadata into your sheet in one pass.
List all Einstein Bots in the Salesforce org and write each bot's Id, MasterLabel, DeveloperName, and Language into this sheet as a bot inventory
What You Get
- A SOQL query against the BotDefinition object, returning all Einstein Bots in the org.
- One row per bot, with columns for Id, MasterLabel, DeveloperName, and Language populated from the API response.
- Bots sorted alphabetically by MasterLabel 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 ones are live.
Pull the full Einstein Bot catalog from Salesforce Service Cloud into this sheet 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 sheet — format LastModifiedDate as a readable date, not a timestamp
You need the inventory split by language on separate tabs
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 tab and all other bots to the Other Languages tab — 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 sheet. 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 the committee asked for.
Try It
Get the 7-day free trial of SheetXAI and open a blank sheet, 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.