You are here:
Field Generation Example Templates
These example prompt templates cover typical use cases for field generation.
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>
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.
-
<account.Id__Merge_Field> <Get_Open_Cases_for_Account__Prompt_Flow>. See Add Flow Merge Fields Without Data Cloud Objects to a Field Generation Prompt Template.
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>
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.

