CRM merge fields for prompt grounding
Key Takeaway
Use CRM merge fields as placeholders, so one prompt template pulls up-to-date Salesforce data for whichever record the user selects.
Grounding gives the LLM context, so it can write personalized responses from your accurate, up-to-date information. In Prompt Builder, CRM merge fields are placeholders in a prompt template. When the prompt resolves, real CRM values fill the merge fields, based on the specific records the user selects. Because each run pulls the data for the selected record, one template scales across many customers and products instead of being rewritten for each one.
Merge fields you can add with Insert Resource
In the Prompt Template Workspace, the "Insert Resource" button adds merge fields to a prompt template. These merge fields can reference:
- Record fields
- Related lists
- Flows
- Apex
- Data 360 DMOs
Of these, record merge fields and related list merge fields are the options that ground a template directly in CRM record data.