The correct preparation required is B. Create a field set for all the fields to be grounded.


While the user interface (UI) considerations for the Record Snapshots grounding feature in Prompt Builder are complex, the essential, explicit preparation step for controlling the actual data payload for grounding is the Field Set.

Field Set (B): This is the correct metadata component used to define a specific, curated collection of fields that the Agentforce Specialist wants to use for grounding the prompt. It provides precise control over which fields are retrieved and sent to the LLM for summarization or generation, ensuring data quality and managing token limits.

Page Layout (A): The Record Snapshots feature does consult the page layout to determine which related lists and a few other elements to pull, but the customization and specific field selection is formally managed by the Field Set when available. In the context of core preparation, the Field Set is often the required object configuration.

Dynamic Forms (C): Dynamic Forms are required for displaying the generative AI icon on a field for Field Generation prompt templates, but the Record Snapshots grounding feature itself is governed by the underlying metadata structure (Page Layout/Field Set), not the Dynamic Forms UI feature....

correct answer A
Record Snapshots uses the fields present on the page layout, don’t need to build a separate field set.

A is the correct answer
Record Snapshots automatically include data from the page layout, so creating a field set for the fields to be grounded is not needed.

Creating a field set for all the fields to be grounded is a key preparation step for leveraging the Record Snapshots grounding feature in a prompt template. This ensures that the necessary fields are properly defined and accessible for grounding.

A is correct, field set is not needed and even if dynamic form is created, it uses the page layout behind the dynamic form for snapshot