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Salesforce

AI-201 · Question #55

Universal Containers wants to leverage the Record Snapshots grounding feature in a prompt template. What preparations are required?

The correct answer is A. Configure page layout of the master record type. The Record Snapshots grounding feature captures a snapshot of the record's data at the time the prompt runs, using the fields visible on the record's page layout. Therefore, the required preparation is to configure the page layout of the master record type to include all the…

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

Question

Universal Containers wants to leverage the Record Snapshots grounding feature in a prompt template. What preparations are required?

Options

  • AConfigure page layout of the master record type.
  • BCreate a field set for all the fields to be grounded.
  • CEnable and configure dynamic form for the object.

How the community answered

(28 responses)
  • A
    89% (25)
  • B
    7% (2)
  • C
    4% (1)

Explanation

The Record Snapshots grounding feature captures a snapshot of the record's data at the time the prompt runs, using the fields visible on the record's page layout. Therefore, the required preparation is to configure the page layout of the master record type to include all the fields that should be available for grounding. Salesforce uses the page layout as the blueprint for which fields to include in the snapshot. Creating a field set (B) is used for a different grounding approach. Enabling Dynamic Forms (C) is not a prerequisite for Record Snapshots - it is a separate UI configuration feature.

Topics

#AI Grounding#Prompt Templates#Page Layouts#Record Snapshots

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