Ground with Record Merge Fields

Available in: Lightning Experience

Available in: Enterprise, Performance, and Unlimited Editions with the Einstein for Platform, or Einstein or Agentforce for Sales or Service add-on, or Agentforce Foundations

Sales email prompt templates can have merge fields corresponding to these objects.

• Recipient (the contact or lead)
• Sender (the user)
• Current Organization (the Sender’s Organization)

Field generation prompt templates can have merge fields corresponding to these objects.

• Current User
• Current Organization (the user’s Organization)
• The object that you associated with the prompt template

Flex prompt templates can have merge fields corresponding to these objects.

• Current User
• Current Organization (the user’s Organization)
• The objects that you associated with the prompt template

When you select a standard or custom object field in the Prompt Template Workspace, the field is added to your template as Input:RecordName.FieldName. During prompt resolution, real CRM values populate the merge fields based on the specific records that your user selects.

For example, you have a prompt template that includes this sentence:

You are a support representative and you need to create a short summary of all open cases for the [Account Name] account.

You select the Astro’s Bakery account record in Prompt Builder to associate it with your template, and then you run your template.

You are a support representative and you need to create a short summary of all open cases for the {!$Input:Account.Name} account.

Prompt Builder replaces the Input:Account.Name merge field with the account name “Astro’s Bakery.” The resolved response could look like this.

You are a support representative and you need to create a short summary of all open cases for the Astro’s Bakery account.

To use record merge fields in Prompt Builder, see:

• Add Record Merge Fields to a Sales Email Prompt Template
• Add Record Merge Fields to a Field Generation Prompt Template