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6 Ways To Try Out the Latest AI and Data Innovations From Salesforce

Are you ready to unlock the potential of Data and AI in your applications?

We've curated a series of learning events and resources that will empower you to get hands-on with Data Cloud, Prompt Builder, and Einstein Copilot.

Whether you're a seasoned developer or admin, or just starting your AI and data journey, we have deep technical learning opportunities for everyone.

Read the full blog post here to find and register for all the resources and learning events for you.

@* Data 360 * #Data Cloud #Prompt Builder #Einstein Copilot #Copilot Builder #AI #Generative AI @Agentforce Vibes IDE @Trailblazer Community Cove

Hi

I created a Triggered-Template flow on account that get the related accounts data and add it to Prompt.

I created a Prompt template of type Flex and used the flow in the template workspace. This template is using OpenAI GPT 4 model.

I deactivate Einstein Copilot, Created a Copilot Action of type "Prompt Template" and reference the Prompt Template. I Provided Action Instructions, Input record instruction and marked true for" Show in Conversation".

Now when I select the custom action and click "Assign to Copilot" button, getting the following error message: "We couldn't save your changes. Try again."

So I tried to assign managed custom actions and got the same message.

This is a full copy sandbox and user was assigned "CopilotSalesforceAdminPSG" Permission set group for required permissions.

Do anyone faced this issue? It is a permissions issue? Do I need to reach out salesforce support?

How do I add my custom action to copilot? what am I missing?

#Copilot Builder

#Security

Looking to Get Started with Einstein 1 Studio?

The Developer Relations team has made 2 major releases to empower and enable you to get hands-on:

• Einstein Generative AI Developers Guide - build and customize generative AI capabilities using our latest developer features
• Einstein 1 Studio Developer Center - Einstein 1 Studio technical resources are now in one developer center

Go get hands on, developers!

#AI #Generative AI #Einstein #Prompt Builder #Einstein Copilot #Copilot Builder #Model Builder

🎉⭐️ NEW: Einstein Generative AI Developers Guide ⭐️🎉

You can now build and customize generative AI capabilities using our latest developer features.

• Explore our Models API which provides REST and Apex access points to connect your application to AI models from Salesforce-approved providers.
• Plus, learn how to configure and use models, design and run prompt templates, create custom Copilot actions, and more.

➡️ See: Get Started with Einstein Generative AI for Developers

Get Ready for Summer '24 Release!

Attention Salesforce Developers — we’re excited to introduce you to the Summer '24 Release Readiness program! Salesforce has three major releases each year, and with them comes a lot to read and learn about. If you don’t have time to scan the 600+ pages of release notes to find developer features, we’ve got you covered.

There are exceptional features and functionality available for developers in this release, including updates to the Salesforce Platform, Apex, LWC, Data Cloud, and AI innovations like Prompt Builder, Copilot, and Model Builder.

Are you ready to get release ready? Get started now with these resources!

• Read the Salesforce Developer’s Guide to the Summer '24 Release
• Listen to the Summer '24 Release Highlights on the Salesforce Developers Podcast.
• Watch Developer Preview: Summer '24 Release Readiness Live, streaming live on Thursday May 30th at 9am PST. Hear all about the latest features from some of Salesforce's excellent product managers. Add it to your calendar. 
• View the official release notes or download the PDF version. 
• Presenting to a community group, stakeholder or leadership team? Use the Summer '24 Release in a Box to guide you. 
• Complete the Summer '24 Release Highlights module on Trailhead. 
• Join @* Release Readiness Trailblazers * to stay up to date on the latest and greatest product enhancements and innovations across the Salesforce ecosystem. 

#Salesforce Platform #Apex #LWC #Data Cloud #Prompt Builder #Einstein Copilot #Copilot Builder #Model Builder

Now Available: The Salesforce Developers' Guide to the Summer ’24 Release

What's in the latest release for Salesforce Developers?

Check out this article, which acts as your hub for all things Summer ’24 Release. It's been expertly curated by Salesforce developer advocates, and it has all the info you need about updates to the Salesforce Platform, Apex, LWC, Data Cloud, and AI innovations like Prompt Builder, Copilot, and Model Builder.

#Apex #Salesforce Platform #LWC #Data Cloud @* Data 360 * #Prompt Builder #Einstein Copilot #Copilot Builder #Model Builder

Resources from the Salesforce Developers Ask Me Anything on Copilot Builder

I hope you joined us for the fantastic #SFDevsAMA on Wednesday 24th April 2024 featuring @Aditya Naag Topalli, @Vinay Balasubramaniam and Prithvi K Padmanabhan. They loved answering your questions about Copilot Builder. If you missed it, don't worry - we recorded the series and our experts have provided some great resources that our experts for you to continue your learning! 

• Watch a Video
  • Get Started with Einstein Copilot Actions for Developers
  • Copilot Builder in Action
  • Optimize Integration with Copilot Actions, APIs and MuleSoft
  • Get Started with Einstein Copilot Actions for Developers
  • Learn Best Practices for Designing Einstein Copilot Actions
• Read a Blog
  • Build Custom Copilot Actions Using Apex
• Listen to a Podcast
  • Einstein Copilot Custom Actions 
  • Why Use MuleSoft with Data Cloud & Einstein Copilot
• Attend an Event
  • Find an AI+Data Community Tour Stop Near You

Still have questions? Post them in this thread for our experts!

#Ask An Expert #CommUpdates #Einstein Copilot #Copilot Builder #Einstein Platform #Prompt Builder #Prompts

Copilot Builder: Salesforce Developers Ask Me Anything April 2024

Join our host, Lead Developer Advocate @Aditya Naag Topalli, as he explores Copilot Builder with VP of Product Management @Vinay Balasubramaniam and Principal Architect @Prithvi Padmanabhan in a live Q&A conversation. Learn how to build standard and custom actions to extend and customise your copilot using Apex, Flows, or #Prompts to integrate familiar platform features.

Date: Wednesday April 24, 2024

Time: 9am PT

Theme: Copilot Builder

Registration: https://sforce.co/3x83bip

#Einstein Copilot #Copilot Builder #Einstein Platform #Prompt Builder

Resources from the Salesforce Developers Ask Me Anything on Prompt Builder

I hope you joined us for the fantastic #SFDevsAMA on Wednesday 27th March 2024 featuring @Alba Rivas, @Joshua Schneyer and @Avanthika Ramesh. They loved answering your questions about #Prompt Builder. If you missed it, don't worry - we recorded the series and our experts have provided some great resources that our experts for you to continue your learning! 

• Watch the recording on demand 
• Community Groups
  • Prompt Builder Trailblazer Community Group - A group to facilitate discussion with & feedback from customers using the Prompt Builder. 
  • Data Cloud Trailblazer Community Group - A group to stay up to date on the product, learn best practices, and lots more. 
  • Code Builder Trailblazer Community Group - A group to share information, gather feedback, and answer questions about Code Builder. 
  • Einstein Copilot Trailblazer Community Group - A group to share information, gather feedback, and answer questions about Einstein Copilot. 
  • Salesforce Einstein Trailblazer Community Group - Join the conversation here to stay up to date on the product, learn best practices, and answer questions about Salesforce Einstein. 
• Videos
  • Einstein Gen AI Platform Features | Spring '24 Developer Preview: Release Readiness Live - Avanthika Ramesh, Director of Product Manager, shares her knowledge on Einstein Gen AI Platform Futures 
  • Prompt Builder Overview - Recording of this session delivered at TrailblazerDX 2024. 
  • Create Trusted Generative AI Apps with Prompt Builder - Recording of this session delivered at TrailblazerDX 2024. 
  • Science of Prompt Engineering - Recording of this session delivered at TrailblazerDX 2024. 
  • Get Started with Prompt Templates for Developers - Recording of this session delivered at TrailblazerDX 2024. 
  • Build Custom AI Apps with Einstein Generative Gateway - Recording of this session delivered at TrailblazerDX 2024. 
• Trailhead - Get Hands-On
  • Quick Start: Prompt Builder - Create and test a prompt template for summarizing support cases with generative AI.
  • Get Started with Prompts and Prompt Builder - Get the most out of AI with Salesforce Prompt Builder.
  • Einstein Pricing: Quick Look - Explore how Einstein offerings are packaged and priced. 
• Future Events
  • Copilot Builder Ask Me Anything - Join us for the April edition of Ask Me Anything, featuring Copilot Builder.
  • Model Builder Ask Me Anything - registration link coming soon!

Still have questions? Post them in this thread for our experts!

#Ask An Expert #Model Builder #Copilot Builder #Einstein Copilot

Questions about Salesforce and Developing with Einstein Studio? Join our Upcoming AMA Series to Learn More!

Learn how Einstein 1 Studio, including Prompt Builder, Copilot Builder, and Model Builder, allows you to develop custom #AI solutions, grounded in your customer data, with any model you choose to customize your Einstein Copilot and extend AI for CRM with low-code and no-code tools.

Join live or watch replays of each episode of the Developers AMA: Einstein 1 Studio series to see the latest product demos, and get your technical questions answered directly by Salesforce product experts in real time.

Wednesday 27th March, 9am PT, Prompt Builder - Register Now!

Want to maximize productivity with AI-enhanced custom prompts?

Join host Principal Developer Advocate @Alba Rivas as she dives into Prompt Builder alongside product managers @Joshua Schneyer and @Avanthika Ramesh to explore how to build, ground, and invoke prompts that connect to your CRM data via Apex or Flow for secure and personalized responses. Don’t miss out on the live Q&A to get your technical questions answered.

Click here to register now: https://sforce.co/48Ige7i

Wednesday 24th April, 9 a.m. PT, Copilot Builder - Register Now!

Ready to build standard and custom actions to extend Einstein Copilot?

Join host Lead Developer Advocate @Aditya Naag Topalli as he explores Copilot Builder with VP of Product Management @Vinay Balasubramaniam and Principal Architect @Prithvi Padmanabhan in a live Q&A conversation. Learn how to build standard and custom actions to extend and customize your copilot using Apex, Flows, or prompts to integrate familiar platform features.

Click here to register now: https://sforce.co/3x83bip

Wednesday 29th May, 9 a.m. PT, Model Builder (link coming soon!)

Did you know you can build or bring your own AI models, including LLMs, to Salesforce?

Join host Developer Advocate @Danielle Larregui for a live Q&A with Executive VP of Software Engineering, @Raveendrnathan Loganathan and Senior VP of Product Management, @Gabrielle Tao. Explore how to develop custom AI solutions, grounded in customer data, with Model Builder and Data Cloud, and get your technical questions answered in real-time.

#Prompt Builder #Model Builder #Copilot Builder #Ask An Expert #SFDevsAMA #CommUpdates