Context of the QuestionUniversal Containers (UC) wants to automatically populate the Description field on the Account object. The AI-driven solution must generate textual data and write it directly into a field.
Field Generation Prompt Template
Primary Use Case: A Field Generation prompt template is specifically designed to create or fill in fields on a record with AI-generated text.
Auto-population: By configuring a Field Generation prompt template, admins can define the instructions, data inputs, and desired output for the AI. The resulting text then populates the specified field, such as the Account Description.
Why Not Flex or Sales Email Prompt Templates?
Flex Prompt Template: Used to combine or manipulate data across objects, merges, or references from multiple sources in more advanced, flexible prompts. Typically not the go-to for straightforward text generation on a single field.
Sales Email Prompt Template: Focused on drafting or summarizing emails for sales reps (like crafting outreach or follow-up messages). This template is not specifically built to populate a field on a record.
ConclusionFor automatically populating the Description field with AI-generated content, the Field Generation prompt template (Option A) is the correct choice.
Salesforce Agentforce Specialist References & Documents
Salesforce Documentation: Prompt Template TypesExplains various template types (Field Generation, Flex, Email, etc.) and their typical use cases.
Salesforce Agentforce Specialist Study GuideHighlights Field Generation prompt templates for populating or updating record fields with AI-generated text.
