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AI-201 · Question #291

Universal Containers (UC) wants to make a marketing newsletter and directly use data from five unrelated objects (two standard and three custom) in a prompt template. How should UC accomplish this?

The correct answer is A. Create a flex template and use the five objects as inputs. Flex prompt templates in Salesforce support multiple object types as simultaneous inputs, making them the correct choice when data from several unrelated standard and custom objects must be referenced in a single template.

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

Question

Universal Containers (UC) wants to make a marketing newsletter and directly use data from five unrelated objects (two standard and three custom) in a prompt template. How should UC accomplish this?

Options

  • ACreate a flex template and use the five objects as inputs.
  • BCreate a prompt template passing in special custom object that connects the records temporarily.
  • CCreate a prompt template-triggered flow to access the data from five objects.

How the community answered

(19 responses)
  • A
    74% (14)
  • B
    5% (1)
  • C
    21% (4)

Why each option

Flex prompt templates in Salesforce support multiple object types as simultaneous inputs, making them the correct choice when data from several unrelated standard and custom objects must be referenced in a single template.

ACreate a flex template and use the five objects as inputs.Correct

Flex templates are specifically architected to accept multiple Salesforce objects - both standard and custom - as independent inputs in a single prompt template, which is the only native template type that supports this multi-object pattern. This makes flex templates the direct solution for referencing data from five unrelated objects without custom code or workarounds.

BCreate a prompt template passing in special custom object that connects the records temporarily.

Creating a custom object to temporarily connect unrelated records introduces unnecessary schema complexity and is not a supported Salesforce pattern for multi-object prompt template access.

CCreate a prompt template-triggered flow to access the data from five objects.

Using a flow to retrieve data adds automation indirection and does not leverage the native multi-object input capability that flex templates already provide.

Concept tested: Flex prompt template multi-object input support

Source: https://help.salesforce.com/s/articleView?id=sf.prompt_builder_flex_template.htm&type=5

Topics

#Prompt Templates#Flex Templates#Einstein GPT#Multi-object Data

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