Einstein Copilot Standard and Custom Actions

Salesforce Einstein Copilot is not just an ordinary AI tool—it’s a game-changer for businesses seeking to enhance productivity, streamline workflows, and make informed decisions. Whether you’re using Standard Actions for out-of-the-box functionality or diving deep into Custom Actions to tailor workflows to your unique needs, Einstein Copilot empowers users to do more with less effort.

This blog explores everything you need to know about these two powerful capabilities.

What is Einstein Copilot?

Imagine having a smart assistant embedded within Salesforce that not only listens but also acts on your requests. That’s Einstein Copilot in a nutshell. It combines AI-driven intelligence with seamless integration into Salesforce, enabling users to perform tasks, automate workflows, and gain actionable insights through conversational interactions.

Einstein Copilot’s Core Components

Before diving into actions, let’s take a quick look at the primary components that power Einstein Copilot:

1. Copilot Interface: The conversational assistant that interacts with users.
2. Actions: Tasks the Copilot executes to fulfill user requests.
3. Reasoning Engine: Interprets user queries, plans actions, and ensures the desired outcomes are achieved.

Standard Actions in Einstein Copilot

Standard Actions are pre-built tasks designed to handle common business operations in Salesforce. These actions are perfect for automating routine activities with minimal setup.

Key Standard Actions

1. Identify Record by Name
   • Functionality: Quickly retrieves Salesforce records based on a given name.
   • Example: Ask, “Find all accounts for ‘Tech Innovations,” and the Copilot will present the relevant records.
2. Query Records
   • Functionality: Retrieves Salesforce records filtered by specific criteria.
   • Example: “Show me all opportunities closing next month with values over $50,000.”
3. Draft or Revise Sales Email
   • Functionality: Generates or revises emails using Salesforce data for personalized communication.
   • Example: “Draft a follow-up email for Jane Doe regarding our demo,” and it prepares an email referencing the demo.
4. Summarize Record
   • Functionality: Provides a concise summary of a Salesforce record.
   • Example: “Summarize the Acme Corporation deal,” and it highlights deal stages, key contacts, and action items.
5. Answer Questions with Knowledge
   • Functionality: Retrieves answers from Salesforce knowledge articles.
   • Example: “What’s our return policy for items over 30 days?” and it shares the relevant article.

Custom Actions in Einstein Copilot

For businesses with unique workflows, Standard Actions may not be enough. That’s where Custom Actions come into play. These are tailored tasks built to suit specific business requirements using Salesforce tools like Apex classes or Flow.

How to Create Custom Actions

1. Identify the Need
   • Understand the process or workflow requiring automation.
2. Leverage Salesforce Tools
   • Use Salesforce Flow or Apex to build actions.
3. Configure in Copilot Builder
   • Assign the custom action to your Copilot using the Copilot Builder.
4. Test Thoroughly
   • Run real-data scenarios to ensure it works seamlessly.

Examples of Custom Actions

1. Retrieve Order Status
   • Automates fetching detailed order information, including shipping status and delays.
2. Schedule Meetings
   • Integrates with calendars to coordinate sales meetings directly from conversations.
3. Generate Proposals
   • Creates tailored sales proposals using Salesforce data.

Also Read –  Einstein Copilot vs. Agentforce: Key Differences Explained

Standard vs. Custom Actions: Key Differences

Setting Up Einstein Copilot Actions

How to Activate Standard Actions

1. Navigate to the Einstein Copilot section in Salesforce Setup.
2. Toggle on Standard Actions.
3. Choose actions relevant to your workflows.

Steps to Configure Custom Actions

1. Go to Copilot Actions in Setup.
2. Select New Copilot Action and reference an existing flow or Apex class.
3. Define inputs, outputs, and action instructions.
4. Test and activate the custom action.

How Einstein Copilot Boosts Productivity

1. Streamlining Workflows: Automates repetitive tasks, freeing up time for strategic work.
2. Enhancing Collaboration: Connects with tools like Slack for seamless communication.
3. Personalized Insights: Offers tailored recommendations based on Salesforce data.

Also Read –  The Ultimate Salesforce Einstein Copliot Cheat Sheet

Best Practices for Using Einstein Copilot Actions

Tips for Success

• Start with Standard Actions to understand the basics.
• Regularly update and refine actions to match evolving business needs.
• Monitor performance analytics to optimize usage.

Common Mistakes to Avoid

• Overcomplicating Custom Actions.
• Skipping thorough testing before deployment.
• Neglecting feedback from users.

Conclusion

Salesforce Einstein Copilot is revolutionizing how businesses manage their CRM processes. With Standard Actions, you get ready-to-use solutions for common tasks, while Custom Actions let you create workflows that align perfectly with your unique needs. By leveraging these capabilities, businesses can optimize operations, save time, and focus on what truly matters—growth and innovation.

To learn more, visit GetGenerative.ai.

FAQs

1. What makes Einstein Copilot unique?

Its ability to perform conversational tasks and integrate seamlessly into Salesforce workflows sets it apart.

2. Can I use Standard and Custom Actions together?

Yes, combining both maximizes flexibility and efficiency.

3. Are Custom Actions hard to create?

Not at all! With tools like Salesforce Flow, creating custom actions is straightforward.

4. Who benefits the most from Einstein Copilot?

Any business using Salesforce to manage operations can see immense benefits.

5. What’s next for Einstein Copilot?

Expect advancements in AI-driven predictive analytics and deeper integrations with third-party tools.