In Salesforce, when creating a prompt template for the sales team, you can include data from related objects such as Opportunities that are linked to an Account. The best method to ground the AI model and provide relevant information from related records, like Opportunities, is by usingmerge fields.
Merge fields in Salesforce allow you to dynamically reference data from a record or related records, like Opportunities for a given Account. In this scenario, the AI Specialist needs to pull data from thedefault related list of Opportunitiesassociated with the Account. This is achieved by using merge fields, which pull in data from the standard relationship Salesforce creates between Accounts and Opportunities.
Option A (referencing a custom related list) and Option C (using formula fields with Einstein-related lists) do not align with the standard, practical grounding method for this task. Custom lists would require additional configurations not typically necessary for a basic use case, and formula fields are typically not used to directly fetch related list data for prompt generation in templates. The standard and straightforward method is using merge fields tied to the default related list of opportunities.
Salesforce References:
* Merge Fields in Templates:https://help.salesforce.com/s/articleView?id=000387601&type=1
* Grounding Data in Prompts:https://developer.salesforce.com/docs/atlas.en-us.salesforce_ai.meta
/salesforce_ai/grounding_data_prompts