Universal Containers wants to allow its service agents to query the current fulfillment status of an order with natural language. There is an…

Einstein Copilot allows users to interact with Salesforce using natural language. To enable the copilot to perform specific tasks, such as querying an external system, you create Copilot Actions. A custom Copilot Action can be configured to invoke an existing auto-launched Flow. This directly connects the agent's natural language request to the pre-built automation that queries the Oracle ERP, retrieves the fulfillment status, and presents the information back to the agent conversationally. This is the designed and most efficient method for this use case.

A. Create a Flex prompt template in Prompt Builder.

Prompt templates are used to generate contextualized text with a Large Language Model (LLM), such as summarizing a case or drafting an email, not for executing a data retrieval process from an external system.

C. Configure the Integration Flow Standard Action in Agent.

This is not a valid feature name. While Einstein Copilot has standard actions, they are for common, pre-defined tasks. A custom integration with a specific ERP system requires a custom copilot action, not a standard one.

1. Salesforce Help Documentation

"Einstein Copilot Actions": "To get work done

your copilot uses actions. An action is a task that a copilot is configured to perform for a user... You can create custom actions from your existing Apex classes

autolaunched flows

and prompt templates." This source confirms that invoking a flow is a primary function of a custom copilot action.

2. Salesforce Help Documentation

"Create a Copilot Action from a Flow": "Let your copilot access the power and flexibility of Flow Builder by creating a copilot action from an autolaunched flow... For example

create an action that lets copilot users look up a customer’s order status..." This document directly describes the exact scenario presented in the question

validating that a custom action calling a flow is the correct approach.

3. Salesforce Help Documentation

"Prompt Builder": "Prompt Builder is a tool for creating

testing

and customizing prompt templates to use with your generative AI features... Use prompt templates to create reusable prompts that your users can quickly access to perform sales

service

and marketing tasks." This reference clarifies that Prompt Builder's purpose is content generation

not process execution

making option A incorrect.