217: Einstein Copilot Custom Actions with Mohith Shrivastava

Salesforce Developer Podcast

Join us as we chat with Mohith Shrivastava, a Salesforce Developer Advocate who needs no introduction to the Salesforce community. Listen in as Mohith unravels the intricacies of Einstein Copilot custom actions and how this conversational AI assistant is revolutionizing the Salesforce experience by understanding an organization's metadata and data permissions. For developers, the excitement lies in custom actions — Mohith shares how these can be crafted using flows, Apex, and prompt templates to enhance productivity and user interaction.

Mohith explains the flexibility offered by Einstein Copilot's use of large language models, moving away from the rigidity of traditional chatbot implementations. We dissect how developers can think of their implementations as microservices, writing individual actions that the reasoning engine then seamlessly chains together.

Tune in and empower your Salesforce development skills with insights from one of the platform's most recognized advocates.

Show Highlights:

• How developers can utilize flows, Apex, and prompt templates to build dynamic conversational interfaces.

• The use of large language models for flexible, microservices-based approaches in chatbot design.

• Technical details on extending Salesforce's AI capabilities using standard technologies for personalized user interactions.

• Importance of proper architecture, understanding governor limits, and optimizing triggers for successful AI integration in Salesforce.

• The potential of integrating external data and services to enhance Salesforce AI functionalities.

• The importance of quality data and Data Cloud for improving AI experiences within Salesforce applications.

Links:

• Build Custom Copilot Actions Using Apex - https://developer.salesforce.com/blogs/2024/03/build-custom-copilot-actions-using-apex

• Build Custom Copilot Actions using Apex - https://www.youtube.com/watch?v=2XvyeiwNbDI

• Extend Your Copilot with Custom Actions - https://help.salesforce.com/s/articleView?id=sf.copilot_actions_custom.htm&type=5