Record field merge fields versus Record Snapshots

Key Takeaway

Record merge fields pull the fields you pick one by one. A Record Snapshot pulls the data on the page layout of the user who runs the prompt (not the Dynamic Form) through one resource.

Grounding gives the LLM context from your own accurate, up-to-date Salesforce data, so Prompt Builder can produce personalized responses. Record merge fields and Record Snapshots are two ways to ground a prompt template with record data.

The process both techniques follow

Record merge fields and Record Snapshots follow the same basic process:

You write a prompt that uses Salesforce data.
You add grounding resources to the prompt.
When Prompt Builder generates the response, it replaces those resources with real data.

Agentforce Specialist Study Guide

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0/204Learned

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0/204Learned

Given business requirements, identify when it's appropriate to use Prompt Builder.

0/5

Identify access controls governing prompt templates

0/5

Identify the considerations for using a prompt template type such as field generation and flex types.

0/4

Given a scenario, identify the appropriate grounding technique.

0/11

CRM merge fields for prompt grounding

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Flow versus merge fields for prompt grounding

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Apex merge fields versus Flow for prompt grounding

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Knowledge RAG grounding in prompt templates

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Data 360 retriever grounding in Prompt Builder

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Combining merge fields with retrieval grounding

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Web grounding for real-time external data

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File input grounding in Prompt Builder

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Record field merge fields versus Record Snapshots

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Flow and Apex input compatibility with prompt templates

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Retriever prefilters for scoping search results

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Explain the process for creating, activating, and executing prompt templates.

0/5

Explain how to implement best practices for writing effective prompts.

0/10

Identify the security and privacy features of the Trust Layer

0/8

Explain how to manage and prevent specific models from being accessed

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Record field merge fields versus Record Snapshots

Key Takeaway

Record merge fields pull the fields you pick one by one. A Record Snapshot pulls the data on the page layout of the user who runs the prompt (not the Dynamic Form) through one resource.

The process both techniques follow

Record merge fields and Record Snapshots follow the same basic process:

You write a prompt that uses Salesforce data.
You add grounding resources to the prompt.
When Prompt Builder generates the response, it replaces those resources with real data.