Assign Record Summary Prompt Template to AI Agent in Salesforce Agentforce
In Salesforce Agentforce, a default Record Summary Prompt Template is already available, which helps the AI Agent summarize record information, such as account details, case information, or Opportunity data. However, sometimes you may want to add custom functionality, for example, displaying only key details such as Account Priority, Last Interaction Date, and Open Opportunities.To do this, you … Read more >>>