Universal Containers has a new AI project. What should An Agentforce consider when adding a related list on the Account object to be used in the prompt template?
A. After selecting a related list from the Account, use the field picker to choose merge fields in Prompt Builder.
B. Prompt Builder must be used to assign the fields from the related list as a JSON format.
C. The fields for the related list are based on the default page layout of the Account for the current user.
A. After selecting a related list from the Account, use the field picker to choose merge fields in Prompt Builder.
Explanation:
When configuring a prompt template in Prompt Builder and including a related list (e.g., Opportunities, Cases) from the Account object, you have the ability to:
✅ Select the related list and then use the field picker to choose which fields from that related list should be included in the grounded prompt.
This allows precise control over what data is passed to the LLM and ensures that only relevant fields from the related list are used for grounding the AI response.
B. Prompt Builder must be used to assign the fields from the related list as a JSON format
❌ Incorrect – While the data may be formatted as JSON behind the scenes, you do not need to manually define JSON. Prompt Builder provides a visual field picker to select fields — no coding or manual formatting required.
C. The fields for the related list are based on the default page layout of the Account for the current user
❌ Incorrect – Prompt templates are independent of page layouts. Field selection for grounding is controlled within Prompt Builder, not dictated by the user’s page layout.