Quick Start: Einstein Copilot  Connect Your Flows to Einstein Copilot



https://trailhead.salesforce.com/content/learn/projects/quick-start-einstein-copilot/connect-your-flows-to-einstein-copilot

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

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/126588af-baf5-d372-8f58-809eeb1eec3e.png)

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。

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/dc97f072-da33-1f71-259b-ab653c0a6eb3.png)

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.

-----------------

1. Trailhead アカウントにログインしていることを確認します。
2. このページの下部にある「チャレンジ」セクションで、組織名をクリックし、「組織に接続」をクリックします。
3. ログイン画面で、設定したばかりのトライアル組織のユーザー名とパスワードを入力します。注: エラー メッセージが表示された場合は、ブラウザを更新してください。
4. [アクセスを許可しますか?]画面で、「許可」をクリックします。
5. 「ハンズオン チャレンジのためにこの組織に接続しますか?」画面で、「はい!」をクリックします。保存してください。チャレンジページにリダイレクトされ、新しいトライアル組織を使用してこのバッジを獲得する準備が整います。



+ 何もしないでとりあえず検証ボタンをクリック

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

3. 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.

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/99dc7e83-7333-d545-8e03-7024f2ba88bd.png)

9\. Turn on Einstein Copilot for Salesforce by clicking the toggle
![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/7c185e20-8017-5c46-df67-921b39bef152.png)

11\. Click Open in Builder
![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/36d4ecd6-da83-7584-5443-98de8f72546a.png)

1. n the Conversation Preview window, type What can you do? Then press return.
![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/3aba5d92-9bfc-5b45-6960-cc7f29ac64bb.png)

2\. In the Conversation Preview window, type Tell me about the account Edge Communications. Then press return.
![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/5c21993d-5dbf-3b76-54f9-25d17dee1e77.png)


1. In the Conversation Preview window Do they have any active orders? Then press return.

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/b8a1b904-4210-d751-5bc2-021b17bc454d.png)

+ ここまでで一旦、検証ボタンをクリックする

:::note alert
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.

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/fbfadd96-9e92-86d0-c793-acb3a28f9f9f.png)


フローを見たら、これだな

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/338cc4fb-3922-ba08-9197-60d069182af3.png)

完了を押す前
![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/2b50d797-507e-eaf4-bbd0-5a86188e3486.png)

少し右にスクロール

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/60c6524c-8c25-b06f-2fa2-5e88fd33c462.png)


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

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/fe0bc583-6f1b-e086-555e-53148c60d447.png)

4\. Click the Einstein button to open the conversation window
![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/39bffc39-4327-72dc-8b8b-dac62ff8432f.png)


6\. In the conversation window, type What is the order with the most recent start date? Then press return.

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/bf31efe0-e8c2-a659-221b-d7d9b7ce36da.png)

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

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/728cb042-e2ad-4430-a8f1-423d86ace320.png)

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

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/af3dd61f-a230-dd5c-6a60-51d9c22fef4f.png)


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.

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/e80c048a-3807-c840-6d6d-d58553776c9c.png)


# エラーの質問

+ [When I 'Create a Copilot Action', unable to see 'Initiate Return' in Reference Action](https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007bL3J3SAK)

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/b48e057a-f168-742c-2ad0-e203d7281bb7.png)

解決したらしいけど、内容は分からない

+ [won't able to find this flow - Initiate Return (challenge name- Connect Your Flows to Einstein Copilot)](https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007bL09E)

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/607d3985-40b4-3be9-163f-1ce6df0890e6.png)


+ [【未解決】Einstein Trailhead Playground Issue](https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007bLDhuSAG)


+ [Connect your Flows - Einstein won't respond!](https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007aiywSSAQ)

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/7ab935e7-081d-8e1b-657d-29c4d2fe3dc3.png)

:::note
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。
:::

+ [No active orders for the Edge Communications account?](https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007bLXrF)

+ [Connect your flows to Einstein Copilot- Schema missing fields](https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007ajKWv)


+ [I m getting an error and I cannot complete the following practice](https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007clZEN)

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/556fd81d-cb6d-acfd-5b56-117e2fc0cb50.png)


:::note
Check Collect data from user.
:::

正解はこれ

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/65a0b2b7-49e2-d1bb-675d-6e9b668c0bd0.png)


+ [【未解決】アクセス権がないように見えるため、またはプレイグラウンドで問題が発生しているため、モジュールを完了できません。 Einstein は正常に有効になりましたが、これらの項目が欠落しているため、ステップ 3 を完了できませんでした。これが関連しているかどうかはわかりません。](https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007bLDhu)

+ [Connect Your Flows to Einstein Copilot -- Not seeing Einstein](https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX000000m3lU)

:::note
After refreshing a few times, it eventually showed up :) 
:::

# 機能していない？

+ [Connect your Flows - Einstein won't respond!](https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007aiywS)

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/1ef417cc-86f8-6bc5-772e-1cdfb7774295.png)

回答があるけど、理解できん





# キャッシュの問題？

+ [Error message with Einstein Copilot](https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007clQSf)

:::note alert
Something went wrong. Please refresh and try again
:::

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/d943d5cd-4514-1607-b61b-739f75c78ccb.png)

:::note
try clearing catch and login, it worked for me
:::