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Sales Order Status by SAP Sales Order Number

Post-Installation Configuration for Sales Order Status by SAP Order Number​

After installation, follow these steps to configure the enosix @arnold AI Agent for Salesforce app:

  1. Grant User Access

    • Navigate to Setup > Users > Permission Sets.
    • Assign the enosix Agentforce User permission set to users or profiles.

  2. Configure Named Credentials

    • Navigate to Named Credentials in Salesforce.
    • Update URL for enosixSAPLink using valid Link Api Proxy instance.
      • Navigate to External Credential enosixLinkExtCred Principal.
      • Update Username and Password to access SAP system.

  3. Set Up Agent Action

    • Navigate to Agent Actions.
    • Create new action with action type Apex, reference action category Invocable Methods, reference action enosix Get Sales Order Items Status.
    • Uncheck box for Show loading text for this action.
    • Check Show in conversation box for Outputs orderItemsList.

  4. Set up Agent Topic

    • Navigate to Agent and enable Agentforce.
    • New topic is created from the Agent Builder. User should validate/update the following fields:
      • Topic Label: Sales Order Status.
      • Classification Description: This topic covers customer inquiries regarding the status of products in SAP sales order.
      • Scope: The agent's purpose is to help users retrieve the status of sales order line items (products) for a given SAP sales order number.
      • Instructions: When a user requests information about the status of a sales order, you should execute the 'enosix Get Sales Order Items Status' action and present the results in a clear and concise manner. Always make sure you have the correct SAP sales order number.
      • Instructions: Invoke 'Extract Fields and Values from User Input' to extract sales order number from Case description or subject when user asks "give me order status update?"
      • Instructions: Invoke 'Get Record Details' to identify sales order number.
      • Example User Input: What is the status for sale order 15781.
      • Example User Input: Give me order status update.
    • Assign enosix Get Sales Order Items Status action to the topic
    • Assign Extract Fields And Values From User Input action to the topic
    • Assign Get Record Details action to the topic
    • Activate the Agent.

Interacting with the Agent​

As a sales representative, when a customer inquires about the status of their product delivery, they can quickly get a summary of the order and its products without needing to access another platform. Simply ask the agent, "What is the order # status?" and receive the information within seconds, allowing you to update the customer more efficiently than ever.

Order status inquiry example