Universal Containers (UC) wants to make a sales proposal and directly use data from multiple unrelated objects (standard and custom) in a prompt template. How should UC accomplish this?

The correct answer is C. Create a Flex template to add resources with standard and custom objects as inputs.. A Flex Template is the correct choice because it allows you to define multiple independent resource inputs - each resource can reference a different standard or custom object - making it ideal when data from unrelated objects must all feed into a single prompt. Record templates (

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

Question

Options

ACreate a prompt template passing in a special custom object that connects the records
BCreate a prompt template-triggered flow to access the data from standard and custom objects.
CCreate a Flex template to add resources with standard and custom objects as inputs.
DUse a Record Snapshot to combine data from unrelated objects into a single prompt.

How the community answered

(30 responses)

A
13% (4)
B
3% (1)
C
77% (23)
D
7% (2)

Explanation

A Flex Template is the correct choice because it allows you to define multiple independent resource inputs - each resource can reference a different standard or custom object - making it ideal when data from unrelated objects must all feed into a single prompt. Record templates (choices A and B) are anchored to a single base object and cannot natively pull from multiple unrelated objects without workarounds. Choice D (Record Snapshot) is not a standard Salesforce prompt template concept for this use case.

Topics

#Salesforce Generative AI#Prompt Builder#Multi-object Data Access#Flex Templates

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