Salesforce Einstein Copilot Flow Action

[@fv17782]

You always do a wonderful job with your demonstrations. Thank you!

[@Infallible-Techie]

Thank you so much!

[@sham3287]

Great and helpful

[@Infallible-Techie]

Glad it was helpful!

[@shaikafshan2801]

It's very helpful. Thank you

[@Infallible-Techie]

Glad it was helpful!

[@mezouarkarim6315]

Thank you for your video, it's a greet job, I have a similar case but to create a record using custom action flow Einstein copilot ! You have any idea to achieve this ?

[@Infallible-Techie]

Yes, you have to do something similar like this www.infallibletechie.com/2024/11/opportunity-booking-using-salesforce-agentforce.html

[@shaikafshan2801]

Can you please do more videos on different co pilot actions and videos on prompt builder?

[@Infallible-Techie]

Sure will try.

[@sharkdoo25]

Thank you for the video! How is "Title contains strPrompt" returning the knowledge record? Prompt could be a long statement that contains the title of the knowledge article within it. Title contains strPrompt will not return any Knowledge records, correct?

[@Infallible-Techie]

Yes, exactly. You can use Agentforce for your use case. www.infallibletechie.com/2024/10/invoke-agentforce-from-salesforce-messaging-for-in-app-and-web.html

[@CWSMailUser2]

As Always content is very good, can we use screen flows in the same manner?

[@Infallible-Techie]

As far as I know, you cannot use Screen flow. You can invoke Auto-Launched Flow only.

[@shaikafshan2801]

I'm unable to see Search Knowledge copilot action under This Copilot's Actions, but able to see under copilot Action Library.why? Struck at 3:40

[@Infallible-Techie]

Go to the Copilot builder and check the Sessions.

[@shaikafshan2801]

And could you provide resource for it to refer

[@Infallible-Techie]

I haven't done any video on this yet.

[@Infallible-Techie]

I haven't done any video or Blog post on that.