To add a merge field to a prompt template in Prompt Builder, click the Insert Resource selector and select a resource from the dropdown menu of placeholder values for your CRM data. Let’s …

7 mai 2025 · This article walks through how to create and register an Apex class that returns custom text content—such as account and case information—and how to use it as a merge …

26 nov. 2024 · Discover how to use Apex Merge Fields in Salesforce Prompt Templates to deliver precise, dynamic AI responses tailored to complex business logic and enhance productivity.

Record merge fields connect your prompt templates to Salesforce object fields. The prompt template type and the objects that you associated with your prompt template determine which …

28 août 2025 · Record merge fields allow prompt templates to access Salesforce object fields, connecting your templates to real-time data for personalized output. These merge fields are …

In this quick start guide, you will learn how to create and test a prompt template with merge fields and associate it with a text field for dynamic field generation.

Add Flow Merge Fields with Data Cloud Objects to a Field Generation... Add Flow Merge Fields Without Data Cloud Objects to a Sales Email... Add Flow Merge Fields with Data Cloud Objects …

13 nov. 2024 · Discover how to use Flow Merge Fields in Salesforce Prompt Templates to provide more accurate, context-aware AI responses and boost productivity.

How to add Record Merge Field in Sales Email Prompt Template : 04:38 (mm:ss) 3. How to add Flow Merge Field in Sales Email Prompt Template : 07:52 (mm:ss) 4. How to add Apex Merge...

19 mai 2025 · In Prompt Builder, you can use a Flow Merge Field to connect a Template-Triggered Prompt Flow to your prompt template. Inside the Flow, you can add complex logic and insert …