* Context of the QuestionUniversal Containers (UC) wants to automatically populate the Description field on the Account object. The AI-driven solution must generate textual data and write it directly into a field.
* Field Generation Prompt Template
* Primary Use Case: A Field Generation prompt template is specifically designed to create or fill in fields on a record with AI-generated text.
* Auto-population: By configuring a Field Generation prompt template, admins can define the instructions, data inputs, and desired output for the AI. The resulting text then populates the specified field, such as the Account Description.
* Why Not Flex or Sales Email Prompt Templates?
* Flex Prompt Template: Used to combine or manipulate data across objects, merges, or references from multiple sources in more advanced, flexible prompts. Typically not the go-to for straightforward text generation on a single field.
* Sales Email Prompt Template: Focused on drafting or summarizing emails for sales reps (like crafting outreach or follow-up messages). This template is not specifically built to populate a field on a record.
* ConclusionFor automatically populating the Description field with AI-generated content, theField Generation prompt template(Option A) is the correct choice.
SalesforceAgentforce SpecialistReferences & Documents
* Salesforce Documentation:Prompt Template TypesExplains various template types (Field Generation, Flex, Email, etc.) and their typical use cases.
* SalesforceAgentforce SpecialistStudy GuideHighlights Field Generation prompt templates for populating or updating record fields with AI-generated text.