Flow versus merge fields for prompt grounding
Key Takeaway
A record merge field inserts a value from a field on the record the user selects. A flow merge field runs a template-triggered prompt flow and inserts the text that flow produces. Choose a flow when the prompt needs information compiled from multiple sources.
Grounding gives the LLM context from your own Salesforce data, so it can create personalized responses based on your accurate and up-to-date information. In Prompt Builder, you ground a prompt template by inserting merge fields. Record merge fields and flow merge fields put different things into the prompt, so the one you use depends on what the prompt needs.
Resources you can insert to ground a prompt template
In the Prompt Template Workspace, the "Insert Resource" button adds merge fields to a prompt template. These merge fields can reference:
- Record fields
- Flows
- Apex
- Data 360 DMOs
- Related lists