Salesforce custom Copilot Actions allows us to develop for agents to do their work quickly.
In this Blog Post, we are going to see how to utilize Salesforce Flow for Einstein Copilot Action.
1. In Salesforce Setup, go to Einstein Setup and toggle on “Turn on Einstein”.
2. Toggle on “Einstein Copilot for Salesforce”. Click the Einstein Copilot to open it.
3. Assign the Permission Set Group “CopilotSalesforceAdminPSG” to you if you are admin to setup the Einstein Copilot. Assign the Permission Set Group “CopilotSalesforceUserPSG” to the end users who want to use the Einstein Copilot feature.
4. Create a Flow. In my example, I have created a Flow to search Knowledge Articles. strPrompt is the String input variable and listKnowledge is Knowledge list output variable.
5. Go to Einstein Copilot Actions in Salesforce Setup. Click New Copilot Action to create a custom Copilot Action.
6. Add the action and activate the Copilot.
Output:
