Ground with Data 360 DMO Merge Fields
Ground your prompt templates with data model objects (DMOs) from Data 360 in Prompt Builder.
Required Editions
| 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 |
| User Permissions Needed | |
|---|---|
| To create and manage prompt templates in Prompt Builder: | Prompt Template Manager permission set
OR Customize Application permission set |
| To create and manage retrievers: | Data Cloud permission set |
| To run prompts with Einstein Search: | Data Cloud User permission set |
| To access models in AI Models (formerly Einstein Studio) in Prompt Builder: | AI Models permission set |
Data model objects are harmonized groupings of data created from data streams, insights, and other sources. DMOs are the products of organizing and mapping your data in Data 360 and are a critical part of creating connections across all your data.
It only takes two steps to enable Prompt Builder to use your DMO data for grounding in prompt templates. First, use Data 360 enrichments to create relationships between your DMOs in Data 360 and Salesforce objects. Data 360 enrichments support enriching the Contact and Lead objects in Salesforce. Data 360 supports two types of data relationships between DMOs and Salesforce objects–copy fields and related lists of DMOs on Salesforce objects. You can use data of a supported relationship type relevant to Contact and Lead within Data 360 DMOs for grounding in Prompt Builder.
Then, after the data enrichment is complete, the newly created relationships with DMOs appear as native data within Salesforce CRM and are available for grounding in Prompt Builder just like any other native Salesforce data. You can find your DMO under the Actions section of the Insert Resources dropdown menu.
