An Al Specialist is tasked with creating a prompt template for a sales team. The template needs to generate a summary of all related opportunities for a given Account. Which grounding technique…

The correct answer is B. Use merge fields to reference the default related list of opportunities. In Salesforce Prompt Builder, merge fields are the grounding mechanism used to inject dynamic Salesforce record data into a prompt template at runtime. For related lists, Prompt Builder supports referencing the default (standard) related list of a record - in this case, the…

AI Features for Service (e.g., Einstein Bots, Next Best Action)

Question

An Al Specialist is tasked with creating a prompt template for a sales team. The template needs to generate a summary of all related opportunities for a given Account. Which grounding technique should the Al Specialist use to include data from the related list of opportunities in the prompt template?

Options

AUse the merge fields to reference a custom related list of opportunities.
BUse merge fields to reference the default related list of opportunities.
CUse formula fields to reference the Einstein related list of opportunities.

How the community answered

(44 responses)

A
11% (5)
B
84% (37)
C
5% (2)

Explanation

In Salesforce Prompt Builder, merge fields are the grounding mechanism used to inject dynamic Salesforce record data into a prompt template at runtime. For related lists, Prompt Builder supports referencing the default (standard) related list of a record - in this case, the default Opportunities related list on an Account. Option A is incorrect because custom related lists require additional configuration and are not referenced the same way. Option C is incorrect because formula fields are a data tool, not a grounding mechanism in Prompt Builder.

Topics

#Prompt Templates#Grounding#Salesforce Merge Fields#Related Lists

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