An AI Specialist turned on Einstein Generative AI in Setup. Now, the AI Specialist would like to create custom prompt templates in Prompt Builder. However, they cannot access Prompt Builder in the Setup menu.
What is causing the problem?
In order to access and create custom prompt templates in Prompt Builder, the AI Specialist must have the Prompt Template Manager permission set assigned. Without this permission, they will not be able to access Prompt Builder in the Setup menu, even though Einstein Generative AI is enabled.
Option B is correct because the Prompt Template Manager permission set is required to use Prompt Builder.
Option A (Prompt Template User permission set) is incorrect because this permission allows users to use prompts, but not create or manage them.
Option C (LLM configuration in Data Cloud) is unrelated to the ability to access Prompt Builder.
What is the main purpose of Prompt Builder?
Prompt Builder is designed to help organizations create and configure reusable prompts for large language models (LLMs). By integrating generative AI responses into workflows, Prompt Builder enables customization of AI prompts that interact with Salesforce data and automate complex processes. This tool is especially useful for creating tailored and consistent AI-generated content in various business contexts, including customer service and sales.
It is not a tool for Apex programming (as in option A).
It is also not limited to real-time suggestions as mentioned in option C. Instead, it provides a flexible way for companies to manage and customize how AI-driven responses are generated and used in their workflows.
Universal Containers (UC) wants to enable its sales team with automatic post-call visibility into mention of competitors, products, and other custom phrases.
Which feature should the AI Specialist set up to enable UC's sales team?
To enable Universal Containers' sales team with automatic post-call visibility into mentions of competitors, products, and custom phrases, the AI Specialist should set up Call Insights. Call Insights analyzes voice and video calls for key phrases, topics, and mentions, providing insights into critical aspects of the conversation. This feature automatically surfaces key details such as competitor mentions, product discussions, and custom phrases specified by the sales team.
Call Summaries provide a general overview of the call but do not specifically highlight keywords or topics.
Call Explorer is a tool for navigating through call data but does not focus on automatic insights.
For more information, refer to Salesforce's Call Insights documentation regarding the analysis of call content and extracting actionable information.
Universal Containers (UC) wants to enable its sales team to use Al to suggest recommended products from its catalog.
Which type of prompt template should UC use?
Universal Containers (UC) wants to enable its sales team to leverage AI to recommend products from its catalog. The best option for this use case is a Flex prompt template.
A Flex prompt template is designed to provide flexible, customizable AI-driven recommendations or responses based on specific data points, such as product information, customer needs, or sales history. This template type allows the AI to consider various inputs and parameters, making it ideal for generating product recommendations dynamically.
In contrast:
A Record summary prompt template (Option A) is used to summarize data related to a specific record, such as generating a quick summary of a sales opportunity or account, but not for recommending products.
An Email generation prompt template (Option B) is tailored for crafting email content and is not suitable for suggesting products based on a catalog.
Given the need for dynamic recommendations that pull from a product catalog and potentially other sales data, the Flex prompt template is the correct approach.
Salesforce Reference:
Salesforce Prompt Templates Overview: https://help.salesforce.com/s/articleView?id=000391407&type=1
The sales team at a hotel resort would like to generate a guest summary about the guests' interests and provide recommendations based on their activity preferences captured in each guest profile. They want the summary to be available only on the contact record page.
Which AI capability should the team use?
The sales team at a hotel resort wants to generate a guest summary about guests' interests and provide recommendations based on their activity preferences captured in each guest profile. They require the summary to be available only on the contact record page.
Solution:
Use Prompt Builder to create a prompt template that generates the desired summary and displays it on the contact record page.
Prompt Builder:
Purpose: Allows the creation of custom prompt templates that leverage AI to generate content based on Salesforce data.
Functionality:
Field Generation Templates: Can be used to populate fields on records with AI-generated summaries.
Customization: Enables the AI Specialist to design prompts that utilize data from the guest profiles to produce personalized summaries and recommendations.
Relevance to the Use Case:
The sales team wants the summary to be available on the contact record page, which aligns with the capabilities of Prompt Builder to generate and display content on specific record pages.
Implementation Steps:
Create a Field Generation Prompt Template:
Use Prompt Builder to create a new prompt template of type Field Generation.
Design the prompt to instruct the AI to generate a summary based on the guest's interests and activity preferences.
Include Relevant Data:
Use merge fields to include data from the guest profile in the prompt.
Ensure that the prompt accesses the necessary fields to generate accurate recommendations.
Configure the Contact Page Layout:
Add the field that will display the AI-generated summary to the contact record page layout.
Ensure that the field is only visible where appropriate, adhering to the requirement of availability only on the contact record page.
Why Not Einstein Copilot or Model Builder:
Option A (Einstein Copilot):
Purpose: Einstein Copilot is a conversational AI assistant designed to interact with users through natural language.
Mismatch with Requirements:
The team wants a static summary displayed on the contact record page, not an interactive conversational experience.
Option C (Model Builder):
Purpose: Model Builder is used to create custom AI models for predictions and classifications.
Inapplicability:
Building a custom model is unnecessary for generating text summaries based on existing data.
Model Builder does not directly provide functionality to generate and display summaries on record pages.
Salesforce AI Specialist Documentation - Prompt Builder Overview:
Provides an introduction to Prompt Builder and its capabilities.
Salesforce Help - Creating Field Generation Prompt Templates:
Guides on creating prompt templates that generate content for fields on records.
Salesforce Trailhead - Customize AI Content with Prompt Builder:
Offers hands-on experience in building and customizing prompt templates.
Conclusion:
By utilizing Prompt Builder, the sales team can create a customized prompt template that generates personalized guest summaries and recommendations based on activity preferences. This solution meets the requirement of displaying the summary only on the contact record page, enhancing the team's ability to engage with guests effectively.
