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Salesforce

AI-201 · Question #26

Universal Containers has grounded a prompt template with a related list. During user acceptance testing (UAT), users are not getting the correct responses. What is causing this issue?

The correct answer is C. The related list is not on the parent object's page layout.. When a prompt template is grounded using a related list, Salesforce retrieves that related list data dynamically at runtime from the parent record's page. If the related list is not present on the parent object's page layout, the system cannot surface or access that related list

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

Question

Universal Containers has grounded a prompt template with a related list. During user acceptance testing (UAT), users are not getting the correct responses. What is causing this issue?

Options

  • AThe related list is Read Only.
  • BThe related list prompt template option is not enabled.
  • CThe related list is not on the parent object's page layout.

How the community answered

(39 responses)
  • A
    15% (6)
  • B
    5% (2)
  • C
    79% (31)

Explanation

When a prompt template is grounded using a related list, Salesforce retrieves that related list data dynamically at runtime from the parent record's page. If the related list is not present on the parent object's page layout, the system cannot surface or access that related list data when the prompt runs, resulting in empty or incorrect responses during UAT. The related list being Read Only (A) would not block data retrieval, and there is no separate 'related list prompt template option' toggle (B) that needs enabling - the page layout presence is the key requirement.

Topics

#Prompt Templates#Related Lists#Page Layouts#AI Data Grounding

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