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116 lines
4.6 KiB
Plaintext
116 lines
4.6 KiB
Plaintext
# Flow Action Lookup Template
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# ============================
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#
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# This template demonstrates the pattern for calling Flow actions
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# that return complex data types (SObjects, lists, custom types).
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#
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# Pattern: Data lookup and display using Flow actions
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# Use when: Fetching records from Salesforce (Cases, Orders, Accounts)
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#
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# CRITICAL: When defining Flow action outputs in Agentforce Assets:
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# - For SObject returns: complex_data_type_name = "lightning__recordInfoType"
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# - For list[string]: complex_data_type_name = "lightning__textType"
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# - For currency: complex_data_type_name = "lightning__currencyType"
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system:
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messages:
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welcome: "Hello! I can help you look up order information."
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error: "I apologize, something went wrong retrieving your data."
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instructions: "You are a customer service agent helping users look up their orders."
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config:
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agent_name: "FlowActionLookupAgent"
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agent_label: "Order Lookup Agent"
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description: "Agent demonstrating Flow action patterns with complex data types"
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default_agent_user: "agent@yourorg.com" # REQUIRED: Change to valid Einstein Agent User
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variables:
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# Customer context (from session)
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customer_id: linked string
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source: @session.customerId
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description: "Customer ID from session context"
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# Order data (populated by Flow action)
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order_id: mutable string = ""
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description: "Current order being viewed"
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order_status: mutable string = ""
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description: "Order status from lookup"
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order_total: mutable string = ""
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description: "Order total amount"
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order_date: mutable string = ""
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description: "Order date"
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# Error handling
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lookup_error: mutable boolean = False
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description: "Whether lookup encountered an error"
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start_agent entry:
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description: "Entry point - welcome and route to order lookup"
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reasoning:
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instructions: |
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Welcome the customer and offer to help with order lookups.
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actions:
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go_lookup: @utils.transition to @subagent.order_lookup
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description: "Start order lookup"
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# ============================================================
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# ORDER LOOKUP SUBAGENT (Flow Action Pattern)
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# ============================================================
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subagent order_lookup:
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description: "Look up order details using Flow action"
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reasoning:
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instructions: ->
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# POST-ACTION CHECK: Display results if order was found
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if @variables.order_status != "":
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| **Order Details**
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| - Order ID: {!@variables.order_id}
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| - Status: {!@variables.order_status}
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| - Total: {!@variables.order_total}
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| - Date: {!@variables.order_date}
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| Is there anything else you'd like to know about this order?
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# ERROR CHECK: Handle lookup failures
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if @variables.lookup_error == True:
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| I couldn't find that order. Please check the order ID and try again.
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set @variables.lookup_error = False
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# INITIAL STATE: Ask for order ID
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if @variables.order_id == "":
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| What order would you like me to look up?
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| Please provide your order ID.
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actions:
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# Flow action with SObject return type
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# In Agentforce Assets, set outputs.order_record complex_data_type_name = "lightning__recordInfoType"
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lookup_order: @actions.Get_Order_Details
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description: "Look up order by ID"
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with order_id = ... # LLM extracts from user message
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include_in_progress_indicator: True
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progress_indicator_message: "Looking up your order..."
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set @variables.order_id = @outputs.order_id
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set @variables.order_status = @outputs.status
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set @variables.order_total = @outputs.total_amount
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set @variables.order_date = @outputs.order_date
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# Error handling: check if lookup failed
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if @outputs.found == False:
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set @variables.lookup_error = True
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# Flow action returning a list of strings
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# In Agentforce Assets, set outputs.product_names complex_data_type_name = "lightning__textType"
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get_items: @actions.Get_Order_Line_Items
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description: "Get list of items in the order"
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available when @variables.order_id != ""
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with order_id = @variables.order_id
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clear_search: @utils.setVariables
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description: "Search for a different order"
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with order_id = ""
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with order_status = ""
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with order_total = ""
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with order_date = ""
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escalate_now: @utils.escalate
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description: "Transfer to human agent"
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