Einstein CopilotのEinstein アクション作成例

動画での解説

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Copilot アクション設定
Copilots use a large language model to make decisions and generate conversational responses. The instructions and settings for a copilot action tell the LLM how and when to use the action.
Copilot アクション表示ラベル
OpportunityEinstein1Copilot

Copilot アクション手順
Finds the Salesforce object API name by extracting an object name from the user input.

OpportunityID手順
If the user enters "Is this opportunity likely to be closed?", get the matching API name of the opportunity record

Check手順
A list of the matching API names of Salesforce object types.




〇作成したEinstein Copilotアクションを有効にさせる方法

Copilot表示ラベルから「Einstein Copilot」をクリック

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/531631/bd5d9857-bf97-6eb1-e7ea-7035aca4a988.png)

右上の「ビルダーで開く」をクリック
![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/531631/35b69d43-c29b-1b9b-b71a-378472e50087.png)

MigrationDefaultTopic　をクリック

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This Topic's Actionsをクリック
その少し下の「+」をクリック

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先ほど作成したフローを探しチェックをいれ「完了」をクリック
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これで設定は完了です
もしもクローズ前の商談のページでIs this opportunity likely to be closed?とEinstein Copilotで入力した場合

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もしも完了予定日が「今日より後」の場合「As it is now」と表示され会話終了です


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もしも完了予定日が「今日より前」の場合「Stage Name Changed begun!」と表示され商談のフェーズが「Closed Lost」に変更され会話終了です

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/531631/fad6ad90-4fb1-0901-f826-b5880a2b919e.png)


画面更新すればClosed Lostになっていることが分かります

![image.png](https://qiita-image-store.s3.ap-northeast-1.amazonaws.com/0/531631/13277e19-6678-0a34-5a52-ddde79dde84f.png)

このようにEinstein Copilotで文章を入力するとカスタムアクションが起動し、レコードの値に基づいて事前に作成したフローによりデータ更新が可能です。