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When configuring a custom prompt template to use related lists, the Agentforce Specialist must be aware of the maximum number of related list merge fields that can be included. Salesforce enforces limits to ensure prompt templates perform efficiently and do not overload the system with too much data. As a best practice, it's important to monitor and optimize the number of merge fields used.

Option B is correct because there is a limit on how many related list merge fields can be included in a prompt template.

Option A (text encoding) and Option C (XML/JSON rendering) are not key considerations in this context.

References:

Salesforce Prompt Builder Documentation: https://help.salesforce.com/s/articleView?id=sf.prompt_builder.htm

Universal Containers can achieve the request to explore similar opportunities by using the standard Copilot action. Agent has built-in actions to handle natural language queries, such as “Show me other opportunities like this one.” The standard action will process the query and return results based on predefined matching criteria like opportunity details and past Closed Won deals.

This approach avoids the need to create custom flows or Apex classes, leveraging out-of-the-box functionality.

For further details, refer to Agent for Sales documentation regarding standard actions and natural language processing.

To understand multiple real-world user utterances and ensure the correct action is selected before activating a custom copilot action, the recommended tool is Copilot Builder. This tool allows Agentforce Specialists to design and test conversational actions in response to user inputs, helping ensure the copilot can accurately handle different user queries and phrases. Copilot Builder provides the ability to test, refine, and improve actions based on real-world utterances.

Option C is correct as Copilot Builder is designed for configuring and testing conversational actions.

Option A (Model Playground) is used for testing models, not user utterances.

Option B (Agent) refers to the conversational interface but isn't the right tool for designing and testing actions.

References:

Salesforce Copilot Builder Overview: https://help.salesforce.com/s/articleView?id=sf.einstein_copilot_builder.htm

Why is Query Records the Correct Answer?

In Agentforce, the Planner Service is responsible for interpreting user requests and selecting the appropriate Copilot Action to fulfill them. When a user issues a command like:"Show me all the customers in New York",the system must retrieve a list of customers filtered by location.

The Query Records action is designed precisely for this purpose.

Key Features of Query Records in Agentforce:

Retrieves Data Based on Specific Field Values

This action fetches Salesforce records that match a set of criteria, such as customers located in New York.

Uses standard or custom object fields (e.g., BillingState = 'New York').

Works with Large Language Models (LLMs) and Copilot Actions

When a user asks for filtered data, Query Records is the default action assigned by the Planner Service.

Optimized for Structured Data Retrieval

Ensures AI retrieves relevant CRM records quickly and accurately.

Why Not the Other Options?

? B. Fetch Records

This is not a standard term in Einstein Copilot or Agentforce.

No defined Agentforce action exists under this name.

? C. Select Records

Select Records is used to pick records from an already presented list, not to retrieve them initially.

If the user had already retrieved records and wanted to refine their selection, Select Records might be appropriate.

However, since the user's request is to retrieve records, Query Records is the correct action.

Agentforce Specialist References

This information is confirmed from the Salesforce AI Specialist Material and Questions Document, where the Query Records action is explicitly defined as the appropriate standard action for retrieving filtered CRM records?.

To enable Universal Containers service agents to query the current fulfillment status of an order using natural language and leverage an existing auto-launched flow that queries Oracle ERP, the best solution is to create a custom copilot action that calls the flow. This action will allow Agent to interact with the flow and retrieve the required order fulfillment information seamlessly. Custom copilot actions can be tailored to call various backend systems or flows in response to user requests.

Option B is correct because it enables integration between Agent and the flow that connects to Oracle ERP.

Option A (Flex prompt template) is more suited for static responses and not for invoking flows.

Option C (Integration Flow Standard Action) is not directly related to creating a specific copilot action for this use case.

References:

Salesforce Agent Actions: https://help.salesforce.com/s/articleView?id=einstein_copilot_actions.htm