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Einstein Copilot currently supports various actions like creating and updating records but does not support theDelete Recordaction. Therefore, the user's request to delete activities from the past 7 days cannot be fulfilled using Einstein Copilot.

Unsupported Action:The inability to delete records is due to the current limitations of Einstein Copilot's supported actions. It is designed to assist with tasks like data retrieval, creation, and updates, but for security and data integrity reasons, it does not facilitate the deletion of records.

User Permissions:Even if the user has the necessary permissions to delete records within Salesforce, Einstein Copilot itself does not have the capability to execute delete operations.

References:

Salesforce AI Specialist Documentation -Einstein Copilot Supported Actions:

Lists the actions that Einstein Copilot can perform, noting the absence of delete operations.

Salesforce Help -Limitations of Einstein Copilot:

Highlights current limitations, including unsupported actions like deleting records.

To enable Universal Containers' sales team with automatic post-call visibility into mentions ofcompetitors, products, and custom phrases, the AI Specialist should set upCall Insights.Call Insightsanalyzes voice and video calls for key phrases, topics, and mentions, providing insights into critical aspects of the conversation. This feature automatically surfaces key details such as competitor mentions, product discussions, and custom phrases specified by the sales team.

Call Summariesprovide a general overview of the call but do not specifically highlight keywords or topics.

Call Exploreris a tool for navigating through call data but does not focus on automatic insights.

For more information, refer toSalesforce's Call Insights documentationregarding the analysis of call content and extracting actionable information.

Prompt Builder is explicitly required to create AI-generated summary fields via prompt templates. These fields use natural language instructions to extract or synthesize information (e.g., summarizing contract terms). Time-to-close estimations (A) and lead scores (C) are typically handled by predictive AI (e.g., Einstein Opportunity Scoring) or analytics tools, which do not require Prompt Builder.

Context of the Question

Universal Containers (UC) wants to build a Flex prompt template that uses data returned by a Flow.

“Flex Prompt Templates” allow admins and AI Specialists to incorporate external or dynamic data into generative AI prompts.

Why “Add Flow Instructions” Is Needed

Passing Flow Data into Prompt Templates: When configuring the prompt, you must specify how data from the running Flow is passed into the Flex template. The designated element for that is typically “Flow Instructions,” which map the Flow outputs to the prompt.

Other Options:

Add Flex Instructions: Typically controls how the AI responds or structures the output, not how to bring Flow data into the template.

Add Prompt Instructions: Usually for static or manual instructions that shape the AI’s response, rather than referencing dynamic data from the Flow.

Outcome

“Add Flow Instructions” ensures the prompt can dynamically use the data that the Flow returns—makingOption Ccorrect.

Salesforce AI Specialist References & Documents

Salesforce Help & Training:Using Prompt Templates with FlowExplains how to pass Flow variables into a prompt template via a specialized step (e.g., “Flow Instructions”).

Salesforce AI Specialist Study GuideOutlines how to configure generative AI prompts that reference real-time Flow data.