Grounding Prompts with Record Snapshots
Ground your prompt templates with Record Snapshots for a more convenient and powerful prompt authoring experience.
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 |
For the most part, grounding your prompts with different types of Salesforce data has the same basic process. Start by crafting a prompt that incorporates Salesforce data. Then populate your prompt with grounding resources from the resources field in the Preview section. And then Prompt Builder resolves the grounding resources with real data when generating the response.
Record Snapshots brings a new way to ground your prompts, by automatically including data available on the user's page layout for an object with one resource. Instead of individually selecting multiple fields and related lists for an object, you can include relevant data for grounding with one click.
The data that Record Snapshots uses to ground your prompt depends on the page layout of the user. Page layouts are configurable, and the configuration impacts which data is used by Record Snapshots. In other words, when a prompt runs with Record Snapshots, the data used in the snapshot resolution reflects the data visible to that user. You can still select individual fields and resources in addition to Record Snapshot for an object.
Considerations and Limitations
Consider these points when grounding your prompts with Record Snapshots.
- Dynamic Forms aren’t used in Record Snapshots. However, if Dynamic Forms are activated for an object used by Record Snapshots, the underlying page layout is still used.
- Prompt Builder restricts the quantity of data received from each source to avoid overflowing the prompt token limits.
- “Empty” data (fields without values, sections without limits, and so on) are filtered out.
- Prompt Builder imposes these limitations on each data source used with Record Snapshots.
Data Source Limit Criteria Page layout None for the number of fields returned. Compact page layout None for the number of fields returned. Related Lists The first 6 related lists from the page layout are used, and up to 5 records are used per related list. Tasks The next 5 upcoming tasks are used. Tasks are selected based on ActivityDate (ascending order), Priority (descending order), and ModifiedDate (descending order). Events The next 5 upcoming events are used. Events are selected based on start date (ascending order). Emails The 5 most recent emails are used.
