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Get Field Update Suggestions for Other Opportunity Fields
The Pipeline Management agents generates field update suggestions for the Next Step and Stage fields. You can also add other standard opportunity fields or custom fields.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Sales or Agentforce for an Industry add-on, or included in Agentforce 1 Sales or an Industry Edition. Requires each user to have the Agentforce for Sales or Agentforce for an Industry add-on to access the actions. |
| User Permissions Needed | |
|---|---|
| To edit prompt templates: | Prompt Template Manager Permission Set AND Manage Prompt Template AND Execute Prompt Template |
| To map prompt templates to Opportunity fields: | Edit access on the Opportunity object |
| To create, edit, and manage flows: | Manage Flow |
Before you begin, check whether there’s already a Field Generation prompt template for the field you want to use. A field can have only one Field Generation prompt template. Also, your agent must have permission to access the field.
Create a Prompt Template for the Field
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Identify the standard or custom opportunity field that you want to use.
We recommend that you use standard text fields, not Long Text Area or Rich Text Area fields, because suggestions can’t exceed 250 characters.
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Create a new prompt template of the Field Generation
type.
To make the customization process easier, copy the instructions from the Recommend Next Step for Opportunity prompt template. Then, adjust them to reference the field that you want instead of the Next Step field.Don’t change or remove the prompt instructions about the output. The output must be in the specified JSON structure to align with the user interface. Changing the structure or snippets can result in data showing incorrectly or not at all.
- To make sure that you get the results you want, test your prompt template thoroughly. Then, when you’re ready, activate it.
Edit the Process Field Update Suggestions Flow
After activating the prompt template for your opportunity field, update the flow to complete the customization process.
- From Setup, in the Quick Find box, search for Flows. In the Process Automation section, click Flows.
- Select the active Process Field Update Suggestions flow and deactivate it to make changes.
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Edit the Add Opportunity Fields to Collection assignment element.
- Click Add Assignment.
- For the variable, select OpportunityFields.
- For the operator, select Add, and enter the API name of the field as the value.
- To make sure that you get the results you want, test the flow. Then, when you’re ready, save and activate it.
Modifying a prompt template or using a custom prompt template can increase latency and result in fewer opportunities being processed through the Process Field Update Suggestions flow. To improve processing times, filter opportunities for the agent to work on or adjust the flow schedule.
