Please help, cant fix this error
Step not yet complete in Agentforce
We can't find the Get Customer Details action. Make sure it has been created and has an API Name of 'Get_Customer_Details'.
Eric Burté (DEVOTEAM) Forum Ambassador
Hello @Katie Savage that is either a playground / flow / api name-related issue (in which case you should probably check the flows list first in the setup, and if that does not help, detach the playground and create a new one), or some missing elements on the action creation. Please make sure you have checked all the checkboxes in the following instructions :
- With the This Topic’s Actions subtab still selected, click New and select Add Action.
- Select Flow as the Reference Action Type.
- Select Get Customer Details.
- Leave the other options as is, and click Next.
- For email, check Require Input.
- For memberNumber, check Require Input.
- For contact, check Show in conversation.
- Click Finish.
Eric
HI @Katie SavageI am a member of Trailhead Help, We see that you have successfully completed the badge. Please post the solution or mark any one of them above which helped you to resolve your query and mark it "Best Answer" to close this thread and also it might help the fellow Trailblazer's who are facing the similar issue. Thank You!