Leadership needs to populate a dynamic form field with a summary or description created by a large language model (LLM) to facilitate more productive conversations with customers. Leadership also wants to keep a human in the loop to be considered in their AI strategy. Which prompt template type should the Agentforce Specialist recommend?
A. Field Generation
B. Sales Email
C. Record Summary
A. Field Generation
Explanation
Why is "Field Generation" the correct answer?
In Agentforce, the Field Generation prompt template type is designed to populate dynamic form fields with AI-generated content, such as summaries or descriptions created by a large language model (LLM).
Key Considerations for Using Field Generation in Dynamic Forms:
AI-Powered Summarization in Form Fields Field Generation templates allow real-time AI-generated summaries based on customer data. The summary is dynamically populated in the form field for the sales or service representative to review.
Human-in-the-Loop AI Strategy
Since leadership wants a human to be involved, Field Generation ensures the AI-generated content is editable before submission. This keeps a human-in-the-loop, allowing manual review before finalizing responses.
Works with Salesforce Dynamic Forms
Field Generation templates integrate seamlessly with Salesforce Dynamic Forms, ensuring AI- powered insights are embedded within form layouts.
Why Not the Other Options?
# B. Sales Email Incorrect because Sales Email templates are designed for AI-generated email content, not for populating form fields.
# C. Record Summary Incorrect because Record Summary templates generate high-level summaries of entire records, but do not populate individual form fields dynamically.
Agentforce Specialist References
Salesforce AI Specialist Material confirms that Field Generation templates are used for AI- powered dynamic form population.