Create and Ground Prompt Templates

Question 1

What is grounding in the context of prompt templates?

Answer 1

Making templates specific to enhance their effectiveness.

Grounding ensures that templates can be reused for different senders and recipients.

Question 2

What is the purpose of Prompt Builder in Salesforce?

Answer 2

To automate tasks and reduce manual workload for sales teams by creating prompt templates.

Question 3

What is the first step to create a prompt template?

Answer 3

Navigate to prompt builder in setup.

Question 4

What is required in order to use the Sales Email Prompt template?

Answer 4

Einstein for Sales, Einstein for Platform or Einstein for Service Add-On

Question 5

What does Linda use to enable Prompt Builder to securely access Salesforce data?

Answer 5

Merge fields, Apex, and Flow.

Question 6

What is the term for making a prompt specific?

Answer 6

Grounding

Question 7

What resources does Linda select from the Resources picklist?

Answer 7

• Sender
• Recipient

Question 8

What is the goal to have in mind when setting up the prompt template?

Answer 8

To consider who the company’s customers are and what the sales team wants them to see in the email.

Question 9

What type of prompt template does Linda create?

Answer 9

Sales Email prompt template.