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AI-201 · Question #174

Universal Containers has a new AI project. What should An Agentforce consider when adding a related list on the Account object to be used in the prompt template?

The correct answer is A. After selecting a related list from the Account, use the field picker to choose merge fields in. In Salesforce Prompt Builder, when you add a related list from an object like Account to a prompt template, the system presents a field picker that lets you select the specific fields from that related list to expose as merge fields. This gives you fine-grained control over what

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

Question

Universal Containers has a new AI project. What should An Agentforce consider when adding a related list on the Account object to be used in the prompt template?

Options

  • AAfter selecting a related list from the Account, use the field picker to choose merge fields in
  • BPrompt Builder must be used to assign the fields from the related list as a JSON format.
  • CThe fields for the related list are based on the default page layout of the Account for the current

How the community answered

(25 responses)
  • A
    72% (18)
  • B
    16% (4)
  • C
    12% (3)

Explanation

In Salesforce Prompt Builder, when you add a related list from an object like Account to a prompt template, the system presents a field picker that lets you select the specific fields from that related list to expose as merge fields. This gives you fine-grained control over what data is included in the prompt - you are not forced to expose the entire related list. The fields available are not driven by the default page layout (that is a UI display concept, not a Prompt Builder concept), and Prompt Builder does not require you to manually define a JSON format for related list fields.

Topics

#AI Prompts#Prompt Templates#Related Lists#Merge Fields

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