Einstein Copilot Agent: Understanding Standard Actions

Hello friends, today we are going to discuss Einstein Copilot Agent: Understanding Standard Actions. Salesforce’s Einstein Copilot is a next-generation conversational AI tool designed to work across the Salesforce platform. At the heart of its power is the Copilot Agent, which orchestrates how user queries are interpreted and resolved through actions.

Also check this : Quickstart Guide: Set Up Your Agentforce Developer Edition Org Like a Pro

In this blog post, we’ll dive deep into Standard Actions—what they are, why they matter, and how to work with them.

What Are Standard Actions?

Standard Actions in Einstein Copilot Agent are predefined operations that allow the Copilot to perform common business tasks like:

• Creating or updating records
• Searching data
• Sending emails
• Executing flows
• Running Apex code

Think of them as out-of-the-box building blocks that Copilot can use to respond intelligently to user requests without requiring you to write custom code or logic from scratch.

Why Are Standard Actions Important?

Standard Actions help us:

1. Enable Copilot to handle complex business tasks easily
2. Save development time
3. Reduce the need for custom Apex
4. Maintain consistency and reusability across your org
5. Make AI-powered agents safe, predictable, and governed

They form the core execution layer for most Copilot interactions—making sure that user inputs get translated into actionable Salesforce operations.

Types of Standard Actions

Einstein Copilot includes various built-in standard actions. Here are the most common ones:

1. Search Records :

• Searches records from any standard or custom object
• Supports filtering and sorting
• Uses user permissions for data access

2. Create Record

• Creates new records for any Salesforce object
• Fields can be auto-filled using conversational context

3. Update Record

• Updates existing records based on lookup or ID
• Can include conditional logic and field validation

4. Send Email

• Sends templated or dynamic emails using user context
• Can integrate with standard Salesforce email templates

5. Run Flow

• Calls declarative Flows from your org
• Lets you leverage existing automation without customization

6. Run Apex

• Executes an approved Apex method
• Requires safe exposure of methods through Apex Actions API

How to Enable & Manage Standard Actions

To use standard actions, follow these steps:

Step 1: Open Einstein Copilot Setup

• Go to Setup → Search for Einstein Copilot
• Click Copilot Configuration

Step 2: Select or Create a Copilot Agent

You can edit an existing Copilot or create a new one.

Step 3: Go to the Actions Tab

• You’ll see a list of Standard Actions available.
• Enable the actions relevant to your use case.
• You can add guardrails (e.g., permission sets, input conditions).

Step 4: Test in the Copilot Builder

Use the Test Console to simulate interactions and verify how actions behave.

Reference :

1. Einstein Copilot Agent