Connect Data Cloud to Copilot and Prompt Builder


+ [Data Stream が機能しないの考察](https://qiita.com/Keiji_otsubo/items/10ae83414f50440b2aeb)
+ [データクラウド ID 解決ルールセットの機能低下 2024/08/15~](https://qiita.com/Keiji_otsubo/items/467f8143c1d7a6c6097e)



---------------
https://trailhead.salesforce.com/ja/content/learn/projects/connect-data-cloud-to-copilot-and-prompt-builder

# サポートチームへ依頼

+ [Not able to go to Agentblazer innovator trail](https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000KERd5)

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/ea358169-c82b-4b3c-98f2-4ffb38f5cbbb.png)

:::note
Raised this issue through 'case' to trailhead team. It get resolved now.  
:::




# We can’t find an Identity Resolution Ruleset with the ID of ccid. 

+ [Bring External Data into the Contact Page Layout](https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000KhOwV)
+ [Can anyone please help me resolve this challenge error? I am getting the message: "We can’t find an Identity Resolution Ruleset with the ID of ccid."](https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000PZp6q)

:::note
I ran into the same error. In my case, the "Name" was set to "Reconcile Reserve-o-", and there was no description--the Identity Resolution fields had been set incorrectly, Name should have been "Guest Name and Email" and Description should have been "Reconcile Reserve-o-matic contact data with Salesforce contact data". 

私も同じエラーが発生しました。私の場合、「名前」が「Reconcile Reserve-o-」に設定されていて、説明がありませんでした。アイデンティティ解決フィールドが正しく設定されておらず、名前は「ゲスト名とメール」、説明は「Reserve-o-matic 連絡先データを Salesforce 連絡先データと調整する」であるべきでした。 
:::


# We can’t find the Reservations related list in the Contact Lightning Record Page.

+ [I've added the Reservations to Contact Page, I see Sofia Rodriguez's 3 reservations - but when I click verify I get "We can’t find the Reservations related list in the Contact Lightning Record Page." error](https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000KE0zM0AT)
+ [Bring External data in to the Contact Page layout](https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000PWkcq)

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/d6ab4aec-e46a-4572-9a5f-e8deadca7c65.png)

:::note
 it was my fault, I realized I hadn't renamed "external reservations" to "reservations"
:::


# Become an Agentblazer Champion: Bring External Data into the Contact Page Layout Error

+ [Become an Agentblazer Champion: Bring External Data into the Contact Page Layout Error](https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000KDlgf)

:::note
Please check this article. 

https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007ifbqzSAA

https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007eqiVGSAY

 the link above helped me fix it.  There are two steps that are marked as optional depending on your org configuration and I needed to do the first of the two to fix the display name.

 ![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/71c39e78-af9a-415c-8d82-663663de38e7.png)

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/51059832-e6c5-45ac-a541-44f01f4c0e46.png)

:::


# Bring External Data into the Contact Page Layoutで最後の実行ステータスは依然として保留中であり、記録は取り込まれていません

+ [Become an Agentblazer Champion: Bring External Data into the Contact Page Layout - no data ingested](https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000KDma6)

:::note
実際には約 12 時間後に正常に完了しました。そのため、待つだけで済みました。その前にブラウザなどをクリアしたことはありませんでした。
:::

# Check-In-Dateのオプションがない？ Step13

+ [【未解決】In this Challenge " Bring External Data into the Contact Page Layout Note", I can add the Field "Check-In-Date", but I have no option to define an Operator as requested by the instructions?](https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000KDzRm)






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


# Get Started with Data Cloud and AI

何故かエラー？

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/b384e53c-9e0f-02a8-d47a-3fb79d746d50.png)

F5をクリックして再描画させたら、問題なさそう

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/433190a7-4712-5812-1a3b-fa2f02c58dff.png)

:::note alert
There was an issue processing your verification. Please refresh the page and try again.
:::

この状態で検証ボタンを押していなかったから？

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/f5f9fee7-b170-96dc-752c-7674468e4b51.png)

+ [Einstein アイコンをクリックして Einstein パネルを開きますが、このアイコンが表示されません](https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000KAWMt)

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/57a831d9-e7c4-3144-c3ae-9db1614afec6.png)



# Bring External Data into the Contact Page Layout

何もしないで検証ボタンをクリックしてみる

:::note alert
We can’t find the External Guest Data Stream for external data.
:::

データ ストリームは、特定の接続内でデータが見つかる場所を記述します。各データ ストリームは、関連するデータ レイク オブジェクト (DLO)を作成します。これは、データ ストリーム ソースから取得されるデータのストレージ コンテナーです。しかし、その新しい DLO は、データ クラウドにすでに存在する他のすべてのデータとどのように関係するのでしょうか。その答えは、メタデータのように、データの構造を記述するデータ モデル オブジェクト (DMO)の形で提供されます。たとえば、Contact Point Email という DMO には、電子メール アドレスの取得元に関係なく、電子メール アドレスを適切に保存する方法に関する詳細が含まれています。そのため、Becca は、外部ゲスト データの電子メール列を DMO の電子メール アドレス フィールドにマップできます。

9.デフォルトのデータ スペースが事前に選択されており、バンドルに含まれるすべてのフィールドがリストされていることに注意してください。選択はそのままにして、[次へ]をクリックします。

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/ce667069-3fe0-c8c1-95a1-c06b107ce3c1.png)


:::note alert
We can’t find an Identity Resolution Ruleset with the ID of ccid.
:::

+ [【未解決】We can’t find an Identity Resolution Ruleset with the ID of ccid. ](https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000KhOwV0AV)

これを選択して次に進まないとうまくいかない

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/68cb379e-0b27-b59b-ec2e-32335eb650f6.png)

これって、案外分かりにくい

14\. Click Configure.
15\. Choose Fuzzy Name and Normalized Email.


![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/877e576f-cd62-21a9-b90c-d545c0617639.png)


![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/deaaa3b8-b4f7-07ad-ac90-f3b8184cf9ef.png)


:::note alert
The following attributes should be mapped to successfully use Identity Resolution, Segmentation, and Activation: Formatted E164 Phone Number
:::


![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/ec7515a7-9c06-5e9d-dcbf-afa2530a3dac.png)


あああ、エラーになって消えてしまった。戻せん

色々とワーニングを解除しないとうまくいかないですね。

+ [An internal server error has occurred Error ID: 1200825398-194883 (-1822086853)](https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX000000lSFK0A2)

+ [新しいデータ クラウド関連リストを作成するときに統合オブジェクトを選択できません](https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007igHvr)


# We can’t find the Reservations related list in the Contact Lightning Record Page.

+ [Become an Agentblazer Champion: Bring External Data into the Contact Page Layout Error](https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000KDlgf)

:::note
Please check this article. 

You added Reservations, but it should be added to the Related tab.
https://trailhead.salesforce.com/ja/trailblazer-community/feed/0D54V00007ifbqzSAA
:::


+ [Verification Error "We can’t find the Reservations related list in the Contact Lightning Record Page."](https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007eqiVGSAY)

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/40f61860-07bf-4f2a-c792-8551dcb4cd7b.png)

:::note
i have found my misstake.

In the step before where i have set up the "Data Cloud Related List" i have changed the name from the auto generated Child Relationship Name from "ExternalReservation" to only "Reservation" by removing the "External" to save time.

But the Trail expects the name to be "Reservations" with an "s" on the end.

The Label was correct "Reservations" so you dont see that Child Relationship Name later in the ui and dont see this error.
:::

+ [【未解決】We can’t find the Reservations related list in the Contact Lightning Record Page.](https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX000000nxIa)

:::note
had the same problem. For me it was due to the related list enrichment wizard that didn't show the Child Relationship Name.

 

Go to Object manager -> contact -> data cloud related list

Click on "Reservations" -> edit details on the upper right

Check that in both fields you have the "Reservations" value

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/9286dc03-ac2a-fa4d-51ea-98e9dee82369.png)
:::

+ [We can’t find the Reservations related list in the Contact Lightning Record Page.  ](https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000MXnOF)

:::note
You added Reservations, but it should be added to the Related tab.  
![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/712cbf2b-7bef-44ec-83f3-4bfb68a29ca6.png)


:::

### We can’t find the Reservations related list in the Contact Lightning Record Page.

+ [Issue with Dynamic related list AgentBlazer](https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000PVzIQ)

:::note
You added Reservations, but it should be added to the Related tab. 


https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007ifbqzSAA

i have found my misstake.

In the step before where i have set up the "Data Cloud Related List" i have changed the name from the auto generated Child Relationship Name from "ExternalReservation" to only "Reservation" by removing the "External" to save time.

But the Trail expects the name to be "Reservations" with an "s" on the end.

The Label was correct "Reservations" so you dont see that Child Relationship Name later in the ui and dont see this error. 

https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007eqiVGSAY
:::




# Enhance Copilot to Act on Data with Conversational Language

非アクティブ化？おいおい、一番右上のボタンか？分からん

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/18f9ddf4-f5d1-9e32-a263-5bf4eb932ba1.png)

:::note
i just actually persisted in closing down the browser and reopening after about half hour it FINALLY loaded
:::

やっとボタンを押せる

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/a8aa5771-116d-9189-2476-d44051c8aea0.png)

何度やってもエラーですね。

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/e77eef5d-9971-ecc2-0960-6a707b023880.png)

+ [Einstein Copilot のエラー メッセージ](https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007clQSfSAM)
+ [Connect your Flows - Einstein won't respond!](https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007aiywSSAQ)

しかし、合格できた。チェックしてないな。


+ [Add Data to a Prompt Template to Quickly Draft Emails issue with GE record](https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000SXFTj)

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/1ddb4244-7a29-46c2-9721-07539966f0c1.png)

:::note
I finally got it to work! I don't know how :)
:::




# データ クラウド オブジェクトのフロー要素のカスタマイズが機能しない

+ [Flows Element customization for Data Cloud Object Not working](https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007cmSY5)

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/4424d493-8ba3-30b6-1d09-d8fb2ae8f403.png)

+ [!Unified_Link_1.UnifiedRecordId__cでエラー](https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX000000nKdq)

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/7262ec1a-3f7d-eead-e3da-15fdf707f5c1.png)

+ [【未解決】Enhance Copilot to Act on Data with Conversational Language Event Summary Flow](https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000J7H4G)


# Add Data to a Prompt Template to Quickly Draft Emails

何もしないで、検証ボタンを押す

:::note alert
We can’t find a Sales Email Prompt Template named Check-in Welcome.
:::

エラーになるな。

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/2ca55c0e-6b11-52db-6655-5e2cfd09304c.png)

:::note alert
There aren’t any guest event records. Create one and try this email type again.
:::

正直なところ、全く意味が分かりません。作った記憶はない。

7\. For Guest Event, choose the GE record created in the previous section.
8\. Click Continue.

しかし、何をチェックしているかは知らんけど合格できた。勉強には全く意味がない。


# An internal server error has occurred Error ID: 388670934-91508 (-1822086853)

+ [Error "internal server error" in Trailhead project](https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX000000Npf80AC)

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/ba1e936f-d888-4571-d5ac-d058cb162dd0.png)



# Get Started with Data Cloud and AI Oops, something went wrong creating your Data Cloud and Einstein 1 Playground. Please refresh the page and try again in an hour. 

:::note
This may be happening as we are limited to only 10 Connected Orgs/ Playgrounds. You need to visit https://trailhead.salesforce.com/users/profiles/orgs and disconnect the older orgs and then try again. It worked for me.

Also see: https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007cllNISAY
:::

+ [Create playground throws error](https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007eqYU7)

:::note
2024/12/10
The issue is fixed and now you can create a new Agentforce org.
:::
 


# It looks like you’re not connected to a Data Cloud and Einstein Generative AI-enabled org to validate. If you need assistance, please contact support for help.

+ [It looks like you’re not connected to a Data Cloud and Einstein Generative AI-enabled org to validate. If you need assistance, please contact support for help.](https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007es0aLSAQ)

+ [It looks like you’re not connected to a Data Cloud and Einstein Generative AI-enabled org to validate. If you need assistance, please contact support for help.](https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX000000nxzP)

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/3651f2c6-b578-0e68-68d4-050759c3ddba.png)




# We had trouble processing the request.

+ [Error when editing contact lightning page in ' Connect Data Cloud to Agentforce and Prompt Builder'](https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000KC7E50AL)

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/b93709bc-7aa8-1017-c861-31e9c6c6ed5e.png)


# it couldn't find any matching resources when I paste the text in the value. 

+ [Enhance Agentforce to Act on Data with Conversational Language](https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000KBmw3)

:::note
I missed editing Reservation 1 element due to which Activate button was disabled. Post updating Reservation 1 followed by Event Summary element fixed the issue for me.

予約 1要素の編集を忘れたため、アクティブ化ボタンが無効になっていました。 予約 1 を更新し、続いて イベント サマリー要素を更新したところ、問題は解決しました。
:::

# We can’t find the Reservations related list in the Contact Lightning Record Page

+ [Step not yet complete in Data Cloud and Einstein 1 We can’t find the Reservations related list in the Contact Lightning Record Page.](https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX000000nxIa)

:::note
I tried everything that was recommended on this thread - nothing worked... until I removed the dynamic related list, and added it back. Follow these steps: 

1. edit the contact record page  

2. Click edit, delete/remove the dynamic related list 

3. Save, and refresh page 

4. Edit the contact record page, and add the dynamic related list again. 
:::

+ [Verification Error "We can’t find the Reservations related list in the Contact Lightning Record Page."](https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007eqiVGSAY)


# 障害？

+ [Bring External Data into the Contact Page Layout](https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000KDqU80AL)

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/6a732084-79f8-474b-8942-86371c364d54.png)


# It looks like the Event Summary Flow element does not have the correct Value field value.

+ [Do I copy+paste the value under Set Variable Values](https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000KEQJj)

:::note
Please check this article. 


https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX00000KEEXp0AP
:::

# There aren’t any guest event records. Create one and try this email type again

+ [Cannot Click Verify step to earn 100 points](https://trailhead.salesforce.com/trailblazer-community/feed/0D5KX000000Vd7F0AS)

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/328136/6e240a4d-d948-46a6-8a71-f86d23f2f979.png)