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@Keiji_otsubo(Keiji Otsubo)

Quick Start: Einstein Copilot Connect Your Flows to Einstein Copilot

Last updated at Posted at 2024-04-09

特別版のDE　環境にサインアップできたら、とりあえずハンズオン組織に接続しておきます。
事前にユーザ名は確かめておいて下さい。

Connect Orgをクリック

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こんな画面が出ていますが、とりあえずそのままクリック。

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ああ、ちゃんと読んでなかった。このことですよね。

Connect Your Trial Org to Trailhead

  1. Make sure you’re logged in to your Trailhead account.
  2. In the Challenge section at the bottom of this page, click the org name and then click Connect Org.
  3. On the login screen, enter the username and password for the trial org you just set up. Note: If you receive an error message, refresh your browser.
  4. On the Allow Access? screen, click Allow.
  5. On the “Want to connect this org for hands-on challenges?” screen, click Yes! Save it. You are redirected to the challenge page and ready to use your new trial org to earn this badge.
  • 何もしないでとりあえず検証ボタンをクリック

Whoops, looks like there was a problem. Please try again.

  1. Choose the All Orders list view.
    Two orders will appear, both for Edge Communications. They play a role later in our story, so it’s good to verify they exist. Now we can set up Copilot.

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9. Turn on Einstein Copilot for Salesforce by clicking the toggle
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11. Click Open in Builder
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  1. n the Conversation Preview window, type What can you do? Then press return.
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2. In the Conversation Preview window, type Tell me about the account Edge Communications. Then press return.
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  1. In the Conversation Preview window Do they have any active orders? Then press return.

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  • ここまでで一旦、検証ボタンをクリックする

We can’t find a custom Copilot action that uses the Initiate Return flow.

4. For Reference Action Type, choose Flow.
5. For Reference Action, choose Initiate Return.

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フローを見たら、これだな

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完了を押す前
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少し右にスクロール

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3. Refresh your browser window, which should make the Einstein button appear.

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4. Click the Einstein button to open the conversation window
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6. In the conversation window, type What is the order with the most recent start date? Then press return.

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8. In the conversation window, type Tell me about order 101. Then press return.

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9. In the conversation window, type Start a return for order 101. Then press return.

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If you scroll to the bottom of the page, you’ll find that the Return Status field has been updated to Initiated thanks to the Initiate Return flow.

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エラーの質問

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解決したらしいけど、内容は分からない

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Update: It allows me to move on to the next step and I was able to successfully create a custom copilot action & complete the remaining steps without Einstein -- so it seems like it's strictly an issue with the Einstein Conversations. I wish I could have gotten the actual Einstein interaction experience since it's a limited 5-day preview for these modules.

更新: 次のステップに進むことができ、カスタム副操縦士アクションを正常に作成し、Einstein なしで残りのステップを完了することができました。したがって、これは厳密には Einstein 会話の問題のようです。これらのモジュールは 5 日間限定のプレビューなので、実際の Einstein インタラクション体験ができればよかったと思います。

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Check Collect data from user.

正解はこれ

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機能していない？

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回答があるけど、理解できん

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