Question

An administrator is building a sales email prompt template in Prompt Builder. The business requirement is that each generated email must reference the specific Opportunity's Amount, Close Date, and related Account name so the message is personalized to real CRM data rather than generic content. Which approach should the admin take to meet this requirement declaratively?

Accepted Answer

Ground the prompt template by adding merge fields that resolve record data from the Opportunity and its related Account into the prompt at runtime

Answer

Write Apex code that queries the Opportunity and passes the values to the large language model through a custom callout

Answer

Instruct the LLM in the prompt instructions to guess likely values for Amount and Close Date based on typical deals

Answer

Enable the Einstein Trust Layer masking so the model automatically inserts the record values into the email