In addition to Recipient and Sender, which object should An Agentforce utilize for inserting merge fields into a Sales email template prompt?
Correct Answer: B
* Sales Email Template Use Case:When creating a Sales email template (especially for outreach or follow-up), you often need to reference relevant details about the Account linked to the recipient.
* Standard Merge Fields in Salesforce Email Templates:
* Recipient(Contact, Lead, or Person receiving the email)
* Sender(User sending the email)
* Recipient Account(the Account related to that Contact, providing company-level details and other relevant data)
* Why Recipient Account?
* For Sales communications, referencing theAccountdata (e.g., Account name, industry, or other custom fields) in an email is very common.
* This is especially important for B2B scenarios where the Contact is tied to an Account.
* "Recipient Opportunities" could be multiple, so it's less direct for standard email merges. The
"User Organization" is more generic internal information, not typically inserted for personalization to the recipient.
* References and Study Resources:
* Salesforce Help & Training#Email Templates: Merge Fields
* Salesforce Trailhead#"Create and Customize Email Templates in Sales Cloud"
* SalesforceAgentforce SpecialistStudy Resources(covers recommended best practices for leveraging standard objects like Account in AI-powered or prompt-based communications)