Agentforce-Specialist Exam Dumps | Universal Containers has a new AI project. What should An Agentforce consider when adding a related list

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Question 46/81

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.

Correct Answer: A

* Context of the QuestionUniversal Containers (UC) wants to include details from a related list on the Account object in a prompt template. This is typically done via Prompt Builder in Salesforce's generative AI setup.
* Prompt Builder Behavior
* Selecting a Related List: Within Prompt Builder, you can navigate to the object (Account) and choose which related list (e.g., Contacts, Opportunities) you want to reference.
* Field Picker: Once a related list is chosen, Prompt Builder provides a field picker interface, allowing you to select specific fields from that related list. These fields then become available for merge fields or dynamic insertion within your prompt.
* Why Option A is Correct
* Direct Alignment with the Standard Process: The recommended approach in Salesforce's documentation is to select a related list and then use the field picker to add the necessary fields into your AI prompt. This ensures the prompt has exactly the data you need from that related list.
* Why Not Option B (JSON Formatting)
* No Mandatory JSON Requirement: Although you can structure data as JSON if you desire advanced formatting, Prompt Builder does not require you to manually assign the fields from the related list in JSON. The platform automatically handles how the data is passed along in the background.
* Why Not Option C (Default Page Layout)
* Independent of Page Layout: Prompt Builder does not rely strictly on the default page layout for fields. You can configure the fields you want from the related list, independent of how the user's page layout is set up in the UI.
* ConclusionSince the official Salesforce approach involves selecting a related list and then using the field picker to insert merge fields,Option Ais the correct and verified answer.
SalesforceAgentforce SpecialistReferences & Documents
* Salesforce Official Documentation:Prompt Builder BasicsExplains how to reference objects and related lists when building AI prompts.
* Salesforce Trailhead:Get Started with Prompt BuilderProvides hands-on exercises demonstrating how to pick fields from related objects or lists.
* SalesforceAgentforce SpecialistStudy GuideOutlines best practices for referencing related records and fields in generative AI prompts.

Recent Comments (The most recent comments are at the top.)

Mmm - Oct 14, 2025

C is the correct answer

When using a standard Related List Merge Field in Prompt Builder to ground a prompt, the system automatically gathers a snapshot of that related data.

Data Source Rule: The specific fields included in the snapshot for the related records (e.g., fields from the Contacts or Opportunities related to the Account) are determined by the fields displayed on the Page Layout of the parent object (Account) that the current user (the user running the Agent/Prompt) has assigned to them.

Limitation: This means if an important field is not on the user's assigned Account page layout's related list section, that field will not be available for the AI to use in the prompt, regardless of whether it exists on the record.
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Why the Other Options are Incorrect
A. After selecting a related list from the Account, use the field picker to choose merge fields in Prompt Builder. This is partially true for selecting the related list, but the available fields are restricted by the page layout (Option C). More importantly, this option describes the action of selecting, not the consideration/rule governing which fields are available, which is the core concern of the auditing team.

B. Prompt Builder must be used to assign the fields from the related list as a JSON format. Prompt Builder automatically converts the related list data into a structured format (like JSON) when inserting it into the prompt for the LLM. The Specialist does not manually assign the format; the platform handles it. Manual JSON formatting is typically reserved for complex scenarios using Apex or Flows....

Pramod Jana - Oct 02, 2025

C is the correct answer

Guru - Sep 14, 2025

C is correct answer

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