To ground a sales email onOpportunity Products, Events near the customer, and Tone and voice examples, theAgentforce Specialistshould use aprompt-initiated flow. This flow can dynamically fetch the necessary data from related records in Salesforce and ground the generative AI output with contextually accurate information.
* Option B (flex template)does not provide the ability to fetch dynamic data from Salesforce records automatically.
* Option C (manual insertion)would not allow for the dynamic and automated grounding of data required for custom prompts.
Refer toSalesforce documentation on flowsand grounding for more details on integrating data into custom prompt templates.