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Salesforce Exam Salesforce AI Specialist Topic 2 Question 5 Discussion
Topic #: 2
Universal Containers wants to allow its service agents to query the current fulfillment status of an order with natural language. There is an existing auto launched flow to query the information from Oracle ERP, which is the system of record for the order fulfillment process.
How should an AI Specialist apply the power of conversational AI to this use case?
To enable Universal Containers service agents to query the current fulfillment status of an order using natural language and leverage an existing auto-launched flow that queries Oracle ERP, the best solution is to create a custom copilot action that calls the flow. This action will allow Einstein Copilot to interact with the flow and retrieve the required order fulfillment information seamlessly. Custom copilot actions can be tailored to call various backend systems or flows in response to user requests.
Option B is correct because it enables integration between Einstein Copilot and the flow that connects to Oracle ERP.
Option A (Flex prompt template) is more suited for static responses and not for invoking flows.
Option C (Integration Flow Standard Action) is not directly related to creating a specific copilot action for this use case.
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