A service manager wants to use Salesforce Prompt Builder to help agents summarize customer case...

Salesforce Agentforce-Specialist Question Answer

A service manager wants to use Salesforce Prompt Builder to help agents summarize customer case notes after a support call.

The summary should:

* Capture the customer's issue, troubleshooting steps taken, and next actions.

* Be no longer than five sentences.

* Use plain language (no technical jargon).

If no next action is identified, the summary should explicitly state "No next action required.”

Which prompt template fallows Salesforce prompt design best practices?

required.”

Format: Use numbered sentences for clarity.

Role: You are an experienced support agent.

Task: Summarize the case notes,

Context: Include customer issue, troubleshooting steps, and next actions.

Constraints: Limit to 5 sentences, use plain language, and if no next action is found, state “No next action

Role: You are a support agent writing a case summary.

Task: Provide a professional summary of the issue and troubleshooting steps.

Contest: Include customer issue, steps taken, and next actions if available.

Constraints: No strict sentence limit, but use plain language. If no next action is found, leave it out.

Format: Use paragraphs for readability.

Role: You are a case documentation assistant,

Task: Write a summary of the support call.

Context: Always describe the customer issue, troubleshooting, and resolution details.

Constraints: The summary should be comprehensive and professional, but there is no limit on length or language style.

Format: Use complete sentences in a narrative style.

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