Do you know about Custom Flow Action on Einstein Copilot in Salesforce?
Standard Actions :
Salesforce has some built-in events, known as standard actions. The advantage of having standard actions by default is that your copilot will be ready to assist users with numerous common Salesforce operations as soon as you activate Einstein Copilot. Below are the standard actions
- Summarize records
- Draft or revise Sales Emails
- Identify Object by Name
- Query records/ Query record with Aggregate Data
- Provide information from the Knowledge Base
Custom Actions :
You may also develop custom actions to offer your copilot extra abilities, allowing it to assist with duties unique to your organization. Access to a copilot custom action is determined by how it is constructed. The Custom actions that are supported are
- Apex
- Flow
- Prompt Template
We can build the custom logic on Apex and Flows based on the business requirement.
Custom Flow Action on Einstein Copilot
Let’s consider a business scenario to return the order placed in the salesforce system. Admin should provide the order number to invoke the return process.
Step 1: Build a flow that will check for the condition that if the order’s Effective Date is in the past 30 days, then the Return status of the Order is set as Initiated.
Step 2: Setup → Einstein → Einstein Copilot Actions → New Copilot Actions
Step 3: Select the Flow Action type with the Invocable method name and provide the Copilot Action Label.
Step 4:
- You should effectively provide the Copilot Action Instructions as the AI will identify the Action based on the instruction provided by the User.
- As the Invocable method has a parameter to be passed, the custom action creation module will automatically detect and show it here.
- Select the Checkboxes per the need to relate with input and output variables.
Initiate Order Return Custom Copilot Action
Demo Images :
Note :
- Custom Einstein Coplit Actions need to be added to Copilot Builder to make it available for users.
- Einstein Copilot should be Inactive to add the custom Copilot actions
.