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Record Summary prompt templates

Key Takeaway

Choose the prompt template type by the output you need: Record Summary summarizes a record, Field Generation creates content for a record field, and Flex covers business purposes that the other template types don't.

A Record Summary prompt template is a Prompt Builder template type. It produces summarized record data, which gives a user a comprehensive view of a record. The main skill is knowing when Record Summary fits and when a different template type, such as Field Generation or Flex, fits better.

Record Summary and the Summarize Record actions

The Summarize Record standard invocable action uses Record Summary templates. Agentforce agents use the Summarize Record standard agent action. So when an Agentforce agent needs to summarize a record, Summarize Record is the action involved, and Record Summary is the template type behind it.

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Checklist progressProgress

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Checklist progressProgress

0/204Learned

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

0/5

When to use Prompt Builder
Prompt Builder versus predictive AI
Prompt Builder versus Flow automation
Prompt Builder versus Agent Builder
Prompt templates as Agentforce actions

Identify access controls governing prompt templates

0/5

Prompt Builder enablement and user assignment
Prompt Template Manager versus Prompt Template User
Type-specific permissions for prompt templates
Running-user data access for prompt templates
Data 360 permissions for retriever-grounded prompt templates

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

0/4

Field Generation prompt templates

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Flex prompt templates

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Sales Email prompt templates

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Record Summary prompt templates

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Given a scenario, identify the appropriate grounding technique.

0/11

CRM merge fields for prompt grounding
Flow versus merge fields for prompt grounding
Apex merge fields versus Flow for prompt grounding
Knowledge RAG grounding in prompt templates
Data 360 retriever grounding in Prompt Builder
Combining merge fields with retrieval grounding
Web grounding for real-time external data
File input grounding in Prompt Builder
Record field merge fields versus Record Snapshots
Flow and Apex input compatibility with prompt templates
Retriever prefilters for scoping search results

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

0/5

Prompt template creation in Prompt Builder
Prompt template preview and revision
Prompt template activation and draft status
Prompt template execution surfaces
Customizing Salesforce-provided standard prompt templates

Explain how to implement best practices for writing effective prompts.

0/10

Prompt template anatomy and design
Merge fields versus hardcoded values in prompt text
Grounded-response instructions in prompt templates
Context engineering versus prompt engineering
Context clash, confusion, and poisoning
Consistent writing style and plain-language wording in prompts
Separating instructions from context and input data in prompt templates
Restricting LLM output to the expected content type
Choosing zero-shot, few-shot, or chain-of-thought prompting
Diagnosing and fixing weak prompt template output

Identify the security and privacy features of the Trust Layer

0/8

Einstein Trust Layer architecture
Secure data retrieval for prompt grounding
Pattern-based and field-based LLM data masking
Prompt defense system policies
Zero-data retention with third-party LLMs
Toxicity detection on generated responses
Generative AI audit trail and feedback data
LLM data masking for agents versus embedded generative AI features

Explain how to manage and prevent specific models from being accessed

0/5

Supported LLMs for Prompt Builder and Agentforce
Org-level model enablement and blocking
Prompt template model selection
Agentforce model option and subagent overrides
Hiding an LLM configuration from Prompt Builder model selection

Purpose of Agentforce Data Library
Data Library source types
Knowledge grounding with a Data Library
Data Library setup versus runtime
Data Library setup considerations
Assigning a Data Library to an agent
Default versus additional Data Libraries
Custom retrievers in a Data Library
Data Library versus advanced RAG setup
File-based data libraries and Intelligent Context processing
Retrieval augmented generation in Data 360
Chunking sources for AI retrieval
Search indexes for chunked Data 360 content
Vector versus hybrid search indexes
Retrievers versus search indexes
Retriever creation and activation for grounding
Ensemble retrievers in Data 360
Knowledge retrieval troubleshooting for agents
Easy Setup versus Advanced Setup for search indexes
Choosing a chunking strategy for the content type
Max token and overlap token settings for chunk size
Prepend fields to add context to chunks
Enriched indexing of content chunks
Default retrievers versus custom retrievers
Individual retriever filters and returned fields
Retriever citations for verifying grounded responses

Agentforce agent building blocks
Atlas reasoning engine request handling
Subagents versus actions
Action chaining and subagent transitions
Agent Script as the Agentforce Builder language
Agent Script block types
Next-generation authoring of Agent Script
Final response validation for Service agents
Hybrid reasoning components in Agent Script
Benefits of hybrid reasoning
Agent Script in Canvas View
Agent Script in Script View
Canvas versus Script View
Before and after reasoning in Agent Script
Topic filters for request gating
Action filters for business-rule gating
Input variables versus hardcoded action values
Output variables for action-to-action data
Context and conversation variables
Template expressions in agent instructions
Conditional logic for context-specific prompts
Modality-aware responses for text and voice conversations
Standard versus custom topics
Topic classification descriptions and routing
Custom topic scope and instructions
Standard versus custom agent actions
Custom action types from Flow, Apex, and prompt templates
Creating custom agent actions
Agent action descriptions and instructions
Topic-level versus action-level instructions
Assigning actions to a topic
User access for standard agent actions
Asset library versus in-agent creation of subagents and actions
Customizing a standard subagent within one agent
Customizing standard agent action behavior
When to split, combine or add subagents
Supported channels for Employee and Service agents
Service Agent connections to digital experiences
Service Agent connections to messaging channels
Service Agent connections to email
Service Agent connections to Agentforce Voice
Omni-Channel routing to a Service Agent
Employee Agent connections to Slack
Employee Agent connections to Lightning Experience and Mobile
Agent connections, connection instructions and adaptive response formats
Execution identity by agent type
Running-user permissions and sharing for actions
Employee agent access for end users
Credential-based verification and Service run-as
Identity verification in sensitive agent actions
Context variables versus data access control
Flow run context within agent action execution
Employee versus Service agent selection
Agentforce Default versus Employee agent
When to use Agent API versus standard channels
Agent API supported agent types
Agent API versus Models API
Agent API versus custom agent actions
Agent API versus other Agentforce APIs and SDKs
Agent API actions in Flow and Apex

Agent testing strategy from preparation through retest
Agentforce Builder versus Testing Center testing
Builder Simulate versus Live Test modes
Permissions for Testing Center tests
Testing Center test case criteria
Test data and conversation context for Testing Center
Batch testing and iteration in Testing Center
AI-generated tests in Testing Center
Automating agent tests with Testing API and Agentforce DX
Builder validation checks and trace previews for troubleshooting
Testing Center subagent and action evaluation
Testing Center response evaluation
Testing Center results interpretation
Quality metric scorers in Testing Center
Custom Testing Center scorers
Testing Center limits and considerations
Prompt template batch evaluation scorers
Change sets versus Agentforce DX for agent deployment
Dependent components in an agent change set
Target-org prerequisites for a deployed agent
Agent activation after production deployment
Post-deployment channel and connection configuration
Agent versioning for uninterrupted production updates
Data 360 and Data Library considerations for agent promotion
Agent user reassignment and permissions after a cross-org deployment
Prompt template change sets and metadata deployment
Dependent metadata for prompt template deployment
Prompt Builder enablement in the production org
Prompt template activation in the destination org
Prompt template version behavior on deploy
Field generation Lightning page assignment after deploy
Retriever and Knowledge grounding after template deployment

Monitoring in the Agent Development Lifecycle
Agent manager permission sets
Activate and deactivate agents
Agent versioning lifecycle
Agentforce guardrails and trust patterns
AI agent risk identification
Agent guardrail monitoring
Einstein Audit and Feedback setup
Audit trail and toxicity review
Enhanced Event Logs for agent monitoring
Investigating agent sessions and intents
Omni-Channel monitoring for Service agents
Permissions for managing agents versus viewing observability data
Agent Health Monitoring alerts for silent agent failures
Agent Analytics versus Agent Optimization
Agent Analytics metrics dashboards and session insights
Session Tracing Data Model for observability
Intents in Agent Optimization
Utterance analysis for agent conversations
Quality scores and subagent performance trends
Scorers and custom scorers in Agentforce Studio
Context engineering for agent optimization
Legacy Agentforce Analytics versus Agent Analytics

Single-agent versus Multi Agent architecture
Subagents versus a Multi Agent architecture
Orchestrator routing to connected subagents
Handoff mode versus supervisor mode orchestration
Agent Script for deterministic multi-agent routing
Single-org versus multi-org multi-agent architecture (SOMA and MOMA)
When to use Model Context Protocol (MCP)
When to use Agent-to-Agent (A2A) protocol
MCP server, client and host roles
Exposing Salesforce capabilities to external AI clients with Hosted MCP Servers

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Record Summary prompt templates

Key Takeaway

Choose the prompt template type by the output you need: Record Summary summarizes a record, Field Generation creates content for a record field, and Flex covers business purposes that the other template types don't.

A Record Summary prompt template is a Prompt Builder template type. It produces summarized record data, which gives a user a comprehensive view of a record. The main skill is knowing when Record Summary fits and when a different template type, such as Field Generation or Flex, fits better.

Record Summary and the Summarize Record actions

The Summarize Record standard invocable action uses Record Summary templates. Agentforce agents use the Summarize Record standard agent action. So when an Agentforce agent needs to summarize a record, Summarize Record is the action involved, and Record Summary is the template type behind it.