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Field Generation Example Templates

These example prompt templates cover typical use cases for field generation.

Important
Important The example templates contain placeholder text for prompt template resources. Before previewing the model’s response to an example template, replace each placeholder with a merge field.

Draft an Account Description

Prompt Template Type: Field Generation

Object: Account

Object Field: Account Description

This prompt template contains placeholder text for these merge fields.

  • <User.CompanyName__Merge_Field>
  • <account.Name__Merge_Field>
Example
Example 
You’re a copywriter at <User.CompanyName__Merge_Field> and you need to
create an account description for <account.Name__Merge_Field>.

When I ask you to create the account description, you must strictly follow my instructions below.

Instructions:
"""
Write a description no longer than 500 characters.
"""

Now create the account description.

Summarize Open Cases for an Account

Prompt Template Type: Field Generation

Object: Account

Object Field: Open Case Summary (Custom Field)

This prompt template contains placeholder text for a merge field.

Example
Example 
You’re a support representative, and you need to create a short summary of all open cases
for account <account.Id__Merge_Field>.
When I ask you to summarize the open cases, you must strictly follow my instructions below.

Instructions:
"""
Summarize the open cases in one paragraph no longer than 500 characters. Mention how many open cases there are and what the case issues are.
Use clear, concise, and straightforward language using the active voice and strictly avoiding the use of filler words and phrases and redundant language. 
Use the following information to write the summary: <Get_Open_Cases_for_Account__Prompt_Flow>. 
Do not attribute any positive or negative traits in the summary.
"""

Now create the summary.

Summarize Account Activity

Prompt Template Type: Field Generation

Object: Account

Object Field: Description

This prompt template contains placeholder text for these merge field.

  • <account.Name__Merge_Field>
  • <Get_History_For_Account__Prompt_Flow>
Example
Example 
You’re a sales representative who needs to create a short summary of the account history for <account.Name__Merge_Field>. 
When I ask you to summarize the account history, you must strictly follow my instructions below.

Instructions: 
"""
Summarize the account activity history in one paragraph no longer than 1000 characters.
Use clear, concise, and straightforward language using the active voice and strictly avoiding the use of filler words and phrases and redundant language. 
Use the following information to write the summary: <Get_History_For_Account__Prompt_Flow>. 
Do not attribute any positive or negative traits in the summary.
"""

Now create the summary.

See Also