5 Crucial Einstein Copilot Tips Every Developer Should Know

As Einstein Copilot continues to evolve, developers are uncovering various challenges that can complicate its implementation. From unexpected limitations to tricky configurations, it’s essential to be aware of these potential pitfalls to ensure a smooth experience. 

Here are 5 significant tips you should watch out for when working with Einstein Copilot.

1. Only SObjects with User Interface Support Can Be Displayed

Einstein Copilot supports displaying both custom and standard User Interface API-supported objects. However, if you’re working with objects that don’t have user interface support, you’ll run into issues. 

For instance, Tasks and Events initially posed problems, but the documentation has since been updated to reflect this limitation. Always check the support status of your objects to avoid unexpected roadblocks.

2. Don’t Change Apex Action Outputs

Once you’ve created an Apex Copilot action and defined the format of the output parameters, those formats are essentially set in stone. Changing the output parameters will result in Copilot discarding the new data without any errors, leading to confusion. If you need to modify the output, it’s best to delete the action and recreate it to ensure consistency and functionality.

3. Don’t Change Apex Grounding for Prompt Templates

Modifying the Apex grounding for prompt templates can be particularly frustrating. If changes aren’t reflected, it’s often because the new code hasn’t been properly saved or referenced. Instead of trying to debug endlessly, create a new class and reference it in your prompt template. This approach saves time and avoids unnecessary headaches.

4. System Admins Need Prompt Builder Permissions to Compile Code

In the Summer 24 release, there’s a peculiar issue where System Administrators must have Prompt Template Manager permissions to deploy changes and run tests if grounding Apex classes are present. Without these permissions, deployments fail, citing unavailable method capability type decorators. While this may be a bug, granting the necessary permissions is a temporary workaround until a permanent solution is provided.

Also Read – A Guide to Einstein Copilot Builder

5. Users Need Class Permissions to Access Apex Actions

It’s no surprise that users require appropriate permissions to access Apex actions, but this isn’t explicitly mentioned in the documentation. When a user without the necessary permissions tries to execute a prompt, the custom action won’t be picked up, making it difficult to debug. Ensuring all users have the required class permissions can prevent this issue and streamline the use of Copilot features.

Conclusion

Navigating Einstein Copilot can be challenging, but being aware of these common tips can help you avoid pitfalls and ensure a smoother experience. By understanding these issues and how to address them, you can leverage the full potential of Copilot’s capabilities.

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