AI-201 · Question #7
An Agentforce Specialist needs to create a prompt template to fill a custom field named Latest Opportunities Summary on the Account object with information from the three most recently opened opportun
The correct answer is B. Create a flow to retrieve the opportunity information.. The requirement is to retrieve the three most recently opened opportunities - which involves filtering, sorting by open date, and limiting to three records. A standard merge field or related list in a prompt template does not support this level of dynamic querying. A Flow, howeve
Question
An Agentforce Specialist needs to create a prompt template to fill a custom field named Latest Opportunities Summary on the Account object with information from the three most recently opened opportunities. How should the Agentforce Specialist gather the necessary data for the prompt template?
Options
- ASelect the latest Opportunities related list as a merge field.
- BCreate a flow to retrieve the opportunity information.
- CSelect the Account Opportunity object as a resource when creating the prompt template.
How the community answered
(47 responses)- A15% (7)
- B77% (36)
- C9% (4)
Explanation
The requirement is to retrieve the three most recently opened opportunities - which involves filtering, sorting by open date, and limiting to three records. A standard merge field or related list in a prompt template does not support this level of dynamic querying. A Flow, however, can execute a SOQL-style query with ORDER BY and LIMIT logic, collect exactly the three target records, and pass that structured data as input to the prompt template. Option A is incorrect because related list merge fields pull all related records without filtering or sorting control. Option C is incorrect because you cannot directly select a related object with sorting/limit constraints as a simple resource.
Topics
Community Discussion
No community discussion yet for this question.