In the Agentforce prompt builder, we have different types of prompt templates that help define how AI agents perform tasks and respond within Salesforce.
One of these is the Record Summary Prompt Template, which is used to generate a quick and clear summary of any record in Salesforce, such as an Account, Case, or Opportunity.
For example, it can summarize a customer’s recent interactions, open cases, or deal status so that the user does not need to navigate to the particular record; instead, they can directly ask the agent.
In this article, we will learn how to create a record summary prompt template in Salesforce Agentforce and assign it to the AI agent to perform the action.
What is the Record Summary Prompt Template in Salesforce Agentforce?
In the Field Generation Prompt Template, we saw that it automatically generates information and fills it into a Long Text Area field in Salesforce.
This can happen either when a user clicks the Generate button on the record page or automatically when the field generation prompt template is invoked through a Flow.
This feature helps users save time by allowing the AI agent to create or update detailed field content, such as summaries, descriptions, or case notes, based on the record data.
The Sales Email Prompt Template generates email content based on the details we provide, such as customer information or deal stage.
Both the field generation and sales email prompt templates can be invoked directly from a field or a button on the record page.
However, the record summary prompt template works differently. It can only be invoked through an agent action in Salesforce Agentforce.
This means the AI agent uses this template when performing actions such as summarizing a record, not directly from a field or button.
Create Record Summary Prompt Template in Salesforce Agentforce
Below, I will explain how to create a record summary prompt template in Salesforce Agentforce, which helps the AI agent generate summaries of Salesforce records and display them to the user.
Next, we will learn how to assign the created prompt template to different AI agents in Salesforce Agentforce, allowing them to use it while performing their actions.
Let’s take an example to create a record summary prompt template in Salesforce.
Suppose you want to summarize an account record and include related details, such as cases and orders linked to that account. You can achieve this by using the Record Summary Prompt Template, which will display the summarized information directly in the agent action when the AI agent is invoked.
To create the record summary prompt template, navigate to Setup -> Home Page -> and in the Quick Find search, enter ‘Prompt Builder‘. This screen is very similar to our Agentforce Assets, where we create topics and actions.
To create a new prompt, click the New Prompt Template button.
Now, fill in the details for the new prompt template, as I explained below.
- Prompt Template Type: We have different types of prompt templates. We need to select the type of template you want to create here. I have sele