An AI Specialist wants to include data from the response of an external service invocation (REST API callout) into a prompt template. The goal is to incorporate dynamic data retrieved from an external API into the AI-generated content.
Solution:
* Use External Service Record Merge Fields
* External Service Integration:
* Definition:External Services in Salesforce allow the integration of external REST APIs into Salesforce without custom code.
* Registration:The external service must be registered in Salesforce, defining the API's schema and methods.
* External Service Record Merge Fields:
* Purpose:Enables the inclusion of data from external service responses directly into prompt templates using merge fields.
* Functionality:
* Dynamic Data Inclusion:Allows prompt templates to access and use data returned from REST API callouts.
* Merge Fields Syntax:Use merge fields in the prompt template to reference specific data points from the API response.
Implementation Steps:
* Register the External Service:
* UseExternal Servicesto register the REST API in Salesforce.
* Define the API's schema, including methods and data structures.
* Create a Named Credential:
* Configure authentication and endpoint details for the external API.
* Use External Service in Flow:
* Build aFlowthat invokes the external service and captures the response.
* Ensure the flow outputs the necessary data for use in the prompt template.
* Configure the Prompt Template:
* UseExternal Service Record merge fieldsin the prompt template to reference data from the flow's output.
* Syntax Example: {{flowOutputVariable.fieldName}}
Why Other Options are Less Suitable:
* Option A (Convert the JSON to an XML merge field):
* Irrelevance:Converting JSON to XML merge fields is unnecessary and complicates the process.
* Unsupported Method:Salesforce prompt templates do not support direct inclusion of XML merge fields from JSON conversion.
* Option C (Use "Add Prompt Instructions" flow element):
* Purpose of Add Prompt Instructions:
* Allows adding instructions to the prompt within a flow but does not facilitate including external data.
* Limitation:Does not directly help in incorporating external service responses into the prompt template.
References:
* Salesforce AI Specialist Documentation -Integrating External Services with Prompt Templates:
* Explains how to use External Services and merge fields in prompt templates.
* Salesforce Help -Using Merge Fields with External Data:
* Provides guidance on referencing external data in templates using merge fields.
* Salesforce Trailhead -External Services and Flow:
* Offers a practical understanding of integrating external APIs using External Services and Flow.
Conclusion:
By using External Service Record merge fields, the AI Specialist can effectively include data from external REST API responses into prompt templates, ensuring that the AI-generated content is enriched with up-to- date and relevant external data.