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Question 71 - Certified AI Specialist discussion

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An AI Specialist needs to create a prompt template to fill a custom field named Latest Opportunities Summary on the Account object with information from the three most recently opened opportunities.

How should the AI Specialist gather the necessary data for the prompt template?

A.
Create a flow to retrieve the opportunity information.
Answers
A.
Create a flow to retrieve the opportunity information.
B.
Select the Account Opportunity object as a resource when creating the prompt template.
Answers
B.
Select the Account Opportunity object as a resource when creating the prompt template.
C.
Select the latest Opportunities related list as a merge field.
Answers
C.
Select the latest Opportunities related list as a merge field.
Suggested answer: A

Explanation:

To gather the necessary data for populating the Latest Opportunities Summary custom field on the Account object with information from the three most recently opened opportunities, the AI Specialist should create a flow. A flow can be configured to query and retrieve the required opportunity records based on criteria such as their open date. Once the flow has gathered the necessary data, it can be used in a prompt template or other automation processes to populate the custom field on the Account record.

Option A is correct because creating a flow allows for dynamic data retrieval and control over the logic for selecting the most recent opportunities.

Option B and Option C do not provide sufficient control or data retrieval capabilities needed for this scenario.

Salesforce Flow Documentation: https://help.salesforce.com/s/articleView?id=sf.flow.htm

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asked 26/09/2024
claudine Nguepnang
45 questions
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