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          Field Generation Example Templates

          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.
          
           
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          Salesforce Help | Article