Prompt Engineering

Question 1

A set of detailed instructions sent to a LLM to produce a response. It utilizes various ingredients, guidelines and grounding.

Answer 1

Prompt

Question 2

Allows drafting a prompt and grounding it with data using merge fields. The Preview section allows testing the resolved template.

Answer 2

Prompt Template Workspace

Question 3

Prompt Template Types:

Answer 3

1. Contextual Service Replies
2. Field Generation
3. Flex
4. Grounded Service Replies
5. Knowledge Answers
6. Record Summary
7. Sales Email

Question 4

A reusable detailed prompt that can be created and managed in Prompt Builder

Answer 4

Prompt Template

Question 5

Natural Language instructions that describe a specific task for the LLM

Answer 5

Prompt Instructions

Question 6

What key prompt ingredients should be included in an effective prompt?

Answer 6

1. Participants
2. Setting
3. Goal
4. Relationships
5. Data

Question 7

Name 4 prompt guidelines.

Answer 7

1. Limits
2. Language
3. Style
4. Tone

Question 8

Adds relevant data, context and personalization to prompts and output.

Answer 8

Grounding

Question 9

What is used to create, test, revise, customize and manage prompt templates?

Answer 9

Prompt Builder

Question 10

How is prompt builder enabled?

Answer 10

Set up Einstein Generative AI and assign permissions

Question 11

What permission set allows users to create and manage prompt templates?

Answer 11

Prompt Template Manager

Question 12

What permission set allows users to access and run prompt templates?

Answer 12

Prompt Template User

Question 13

In the Prompt Builder Workspace, where is the LLM selected?

Answer 13

Template Properties

Question 14

What type of prompt template is used to generate content for a record field.

Answer 14

Field Generation

Question 15

What type of prompt template could be used to dynamically generate a summary of key details and populate a field?

Answer 15

Field Generation

Question 16

What prompt template is used to generate personalized customer emails based on record data?

Answer 16

Sales Email

Question 17

What prompt template can be used to generate personalized, targeted emails that leverage customer relationship history and insights.

Answer 17

Sales Email

Question 18

Which prompt template is used to summarize record data for a comprehensive view of a record?

Answer 18

Record Summary

Question 19

What prompt template uses the Summarize Record standard invocable action and Summarize Record standard agent action?

Answer 19

Record Summary

Question 20

This prompt template type can be used to generate content for any business purpose not covered by the other template types.

Answer 20

Flex

Question 21

What prompt template type can be used to generate sales proposals that use data from multiple unrelated objects?

Answer 21

Flex

Question 22

What type of prompt templates can be customized to adapt to an ongoing chat, using information from the customer record?

Answer 22

Contextual Service Replies

Question 23

What type of prompt templates can be used to provide responses based on knowledge articles, case histories or knowledge base?

Answer 23

Grounded Service Replies

Question 24

What type of template is used to customize how agents answer questions using knowledge?

Answer 24

Knowledge Answers

Question 25

What permission set should be used for users who need to draft emails using a Sales Email prompt template?

Answer 25

Einstein Sales Emails

Question 26

What permission set provides visibility of the AI enabled field icon for a dynamic form field?

Answer 26

Prompt Template user

Question 27

Users must have what 2 permissions in order to draft sales emails?

Answer 27

Einstein Sales Emails permission set AND access to all the fields in the email template.

Question 28

What are best practices for prompt templates?

Answer 28

1. Clear, Concise, Consistent 2. Role-play as a character 3. Instructions surrounded with triple quotes in a separate section.

Question 29

What are prompt template limitations?

Answer 29

1. User and Org related lists are not supported. 2. Activities related list are not supported for Account and Case 3. No more than 5 related list merge fields can be included.

Question 30

In order to use a field generation prompt template on a Lightning Record page what must happen first?

Answer 30

The Lightning record page must be upgraded to dynamic forms.

Question 31

What is grounding?

Answer 31

Provides the LLM with context to create personalized responses based on accurate and up-to-date information.

Question 32

Grounding technique used to connect a prompt template to a Salesforce object field.

Answer 32

Record Merge Field

Question 33

Grounding technique used to connect a prompt template to an object's related list.

Answer 33

Related List Merge Fields

Question 34

Grounding technique that can be used to launch a flow and add complex logic to a prompt template.

Answer 34

Flow Merge Fields

Question 35

Grounding technique that adds an Apex class to a prompt for returning data via SOQL, API or JSON.

Answer 35

Apex Merge Fields

Question 36

Grounding technique that is harmonized groupings of data created from DMOs

Answer 36

Data Cloud DMO Merge Fields

Question 37

What is a DMO?

Answer 37

Data Model Object

Question 38

Grounding technique that represents a single resource with data available on the user's page layout for an object.

Answer 38

Record Snapshots

Question 39

Grounding technique that incorporates context from unstructured text sources organized in a vector database.

Answer 39

Retrieval Augmented Generation (RAG) in Data Cloud

Question 40

What does a template triggered prompt flow do?

Answer 40

Brings data from unified data cloud objects into a prompt template.