What should the AI Specialist recommend?

Universal Containers wants to make a sales proposal and directly use data from multiple unrelated objects (standard and custom) in a prompt template.

What should the AI Specialist recommend?
A . Create a Flex template to add resources with standard and custom objects as inputs.
B . Create a prompt template passing in a special custom object that connects the records temporarily,
C . Create a prompt template-triggered flow to access the data from standard and custom objects.

View Answer

Answer: A

Explanation:

Universal Containers needs to generate a sales proposal using data from multiple unrelated standard and custom objects within a prompt template. The most effective way to achieve this is by using a Flex template.

Flex templates in Salesforce allow AI specialists to create prompt templates that can accept inputs

from multiple sources, including various standard and custom objects. This flexibility enables the

direct use of data from unrelated objects without the need to create intermediary custom objects or

complex flows.

Reference: Salesforce AI Specialist Documentation – Flex Templates: Explains how Flex templates can be utilized to incorporate data from multiple sources, providing a flexible solution for complex data

requirements in prompt templates.