How to use Einstein Generative AI in Todo(Task) object

In the Prompt Builder, it is not possible to select a ToDo object and create a prompt template using its fields. However, you can achieve similar functionality by utilizing a related object. Follow these steps:

1. Create a Related Object: Create a related object to the ToDo object.

2. Add a Field for Processing: Add a specific field on the related object for processing purposes.

3. Generate a Common Record: Create a record for all ToDo records.

4. Develop a Prompt Template: Design a prompt template on the field of the related object.

5. Implement a Trigger Flow: Set up a trigger flow on the ToDo object. Step 1: retrieve the related object record by ToDo related record ID. Step 2: Assign the target field value of ToDo record to this related object record. Step 3: Update it within the flow. Step 4: Pass the related object record to the prompt template action, now it is able to obtain the prompt output for further updates or other actions.

Salesforce Integration User License can not access account, etc by dataloader

Issue

Using the Salesforce Integration profile cannot find account, etc in object list.

Solution

Use Permission Set to allow acess to account, etc

When create Permission Set, select lisence as Salesforce API Integration. Don't select Salesforce Integration.

In Object Settings page, allow target objects permission.

If you want access to task, set the permission in System Permissions page. Check on "Access Activities" and "Edit Tasks".

Some Considerations before you release Restriction Rules by Change Set

Restriction rules allow certain users to access only specified records. Restriction Rules are not actived as default, so you need to create a case to ask Salesforce to active Restriction Rules for your organization.

Restriction Rules can be release by change set, before that you need to make sure if Restriction Rules are actived in the target organization.