Universal Containers' service team wants to customize the standard case summary response from Agentforce. What should the Agentforce Specialist do to achieve this?

Question

Options

• ACreate a custom Record Summary prompt template for the Case object.
• BSummarize the Case with a standard Agent action.
• CCustomize the standard Record Summary template for the Case object.

• A
  80% (33)
• B
  7% (3)
• C
  12% (5)

Explanation

To customize how Agentforce summarizes Case records, the Agentforce Specialist should create a new custom Record Summary prompt template scoped to the Case object in Prompt Builder. This allows full control over the instructions, tone, fields included, and output format for Case summaries specifically. Choice B is incorrect because using a standard Agent action does not allow customization of the summarization logic. Choice C is incorrect because Salesforce does not allow direct editing of standard (out-of-the-box) prompt templates; the recommended approach is to create a custom template that overrides the default behavior for the desired object.

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