After I enter "look up my current order" I get this message. What steps do I need to correct?
I can’t modify or run your agent from this
read-only view, but I can help you wire this up.A couple quick questions:
- How should the agent identify the user’s order: order number, email+ZIP, or authenticated user context?
- Should it fetch from an existing Order object in Salesforce, an external OMS API, or a data action you’ve already added?
If you share that, I can outline the exact topic flow and needed actions (e.g., collect order identifier, call “GetOrderStatus,” handle not-found, and summarize items, status, and delivery ETA).
#Trailhead Challenges
You’re seeing that message because the agent is currently opened in read-only mode, which means you can view it but not make changes or run/debug it.
To fix this, check the following:
- Make sure you have the right permissions You need access to edit the agent (for example, Agent Builder or appropriate admin permissions). If you only have viewer access, you’ll see this read-only message.
- Verify how you opened the agent If you opened it from a shared link or from a managed package, it may open in read-only by default. Try navigating to it directly from Setup or Agent Builder.
- Check if it’s part of a managed or locked configuration If the agent or its components are coming from a managed package or a locked environment, you won’t be able to modify it. In that case, you may need to clone it or work in a sandbox.
- Confirm environment access If you’re in a production org with restricted access, try using a sandbox where you have full edit permissions.
Once you have edit access, you’ll be able to configure the flow for “look up my current order,” including how the user is identified and which data source (Salesforce object or external API) is used.
If the issue continues, it’s most likely a permissions or access-level limitation in your org.
