An Agentforce needs to create a Sales Email with a custom prompt template. They need to ground on the following data. Opportunity Products Events near the customer Tone and voice examples How should…

Question

Options

• ACall prompt initiated flow to fetch and ground the required data.
• BCreate a flex template that takes the records in question as inputs.
• CUtilize a standard email template and manually insert the required data fields.

• A
  82% (27)
• B
  6% (2)
• C
  12% (4)

Explanation

When the data needed to ground a prompt is not directly available as standard merge fields (e.g., geographically filtered Events, related Opportunity Products, or dynamic tone examples), a prompt-initiated Flow is the recommended approach. The Flow fetches, transforms, and returns the required data as variables that can then be injected into the prompt template. A flex template (B) works for structured record inputs but lacks the orchestration logic needed for complex multi-source grounding. Using a standard template with manual insertion (C) eliminates automation entirely.

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