本文是《Quick Start Agent Actions | 快速上手:用动作连接 Flow 与 Agentforce》的练习操作步骤。阅读原文请见:Quick Start Agent Actions | 快速上手:用动作连接 Flow 与 Agentforce。
1. Sign Up for a Developer Edition Org
- Sign up for a special Agentforce-enabled Developer Edition org (fill out the form and click Sign me up).
- Open the activation email and click Verify Account.
- Connect the org to Trailhead: Connect Org, sign in, Allow, then Yes! Save it.
2. Enable Agentforce Studio
- Click the gear icon and select Setup.
- In Quick Find, search for and select Salesforce Go.
- In Search features, enter and select Agentforce Studio.
- Click Get Started, Turn On, then Confirm.
- Wait until the button changes to On, then refresh.
3. Verify Orders
- Open the App Launcher and select Orders.
- Click the dropdown next to Recently Viewed and choose All Orders.
- Confirm two orders for Edge Communications appear.
4. Add a Standard Subagent
- Open the App Launcher and select Agentforce Studio.
- Click Agents, then click Order Agent.
- Hover over Subagents in the Explorer pane and click +, then Add from Asset Library.
- Search
General CRM, click Select, then Add to Agent. - Click Save.
5. Start a Conversation
- Click Preview and, in Live Test Mode, enter
Tell me about the orders for the account Edge Communications.and press Enter. - If prompted, select Edge Communications and click Submit.
- Enter
What is the oldest order?and press Enter.
6. Create a Custom Action
- Click the General CRM subagent, then +, then New Action.
- Action Name:
Initiate Return; Description:Initiate Return for requests to return or refund orders or products in an order. - Reference Action Type Flow, Reference Action Initiate Return.
- Click Create and Open.
- Inputs → Description:
Populate this input variable with an Order recordId.; check Require Input to execute action. - Outputs → Description:
This output indicates the status of the return request, whether it has been initiated, processed, or completed.; check Show in conversation. - Check Show Loading text for this action and paste
Initiating your return or refund. - Click Save.
- Click Commit Version twice, then Activate twice.
7. Try It Out
- Click the back arrow to exit Agentforce Builder.
- Open the App Launcher and select Sales.
- Click the Order Agent conversation window icon.
- Enter
What is the order with the most recent order start date? Please provide a clickable link to the order. - Click order 00000101 (or find it manually under Edge Communications).
- Enter
Start a return for this order. - Open order 00000101's Details tab and confirm the Return Status field shows Initiated.