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What considerations should an Agentforce Specialist be aware of when using Record Snapshots grounding in a prompt template?

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

Mmm - Oct 15, 2025

The right answer is B. Empty data, such as fields without values or sections without limits, is filtered out.

Rationale for Option B
The primary design goal of the Record Snapshots grounding feature in Prompt Builder is efficiency and token optimization.

Filtering Empty Data (B): This is a key action the platform takes to ensure the prompt sent to the Large Language Model (LLM) is concise and effective. The system automatically filters out fields or sections that are null or empty to avoid wasting valuable LLM token capacity on non-contextual data. This saves costs and improves the speed and quality of the AI's generated response.

Why Option A is Often Tested But Less Accurate
Exclusion of Activities (A): While it is True that Tasks and Events (Activities) are generally not included in the standard Record Snapshot (they must be pulled via other means like Flows), the context of the question often points to the optimization/filtering rule that saves resources, which is the filtering of empty data (B). Given the conflicting information and the intent of generative AI efficiency questions, B is often the intended correct answer focusing on the system's inherent filtering logic....

Eze - Sep 29, 2025

Consider these points when grounding your prompts with Record Snapshots.

Dynamic Forms aren’t used in Record Snapshots. However, if Dynamic Forms are activated for an object used by Record Snapshots, the underlying page layout is still used.
Prompt Builder restricts the quantity of data received from each source to avoid overflowing the prompt token limits.
“Empty” data (fields without values, sections without limits, and so on) are filtered out.
Prompt Builder imposes these limitations on each data source used with Record Snapshots.

Option B is the correct answer

Waruna Sri Wickramasinghe - Sep 29, 2025

https://help.salesforce.com/s/articleView?id=ai.prompt_builder_ground_record_snapshots.htm&type=5
According to the above salesforce help article “Empty” data (fields without values, sections without limits, and so on) are filtered out.

Therefore, the Answer is B

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