Merge Fields is a powerful feature within GPTfy that empowers users to effortlessly integrate AI technology into their Salesforce experience. With this tool, users can copy and paste field names, including relationship formatting (e.g., Account.Owner.Name), and leverage the potential of Related Fields. With GPTfy’s merge field feature, you can create dynamic and context-aware Text prompts.
To make the most of this feature, one must ensure that Related Fields are properly selected in the Field Mapping section of Data Context Mapping. In this knowledge base article, we’ll guide you through configuring Merge Fields.
Step 1: Open Data Context Mapping and Access the Field Mapping Window.
- Navigate to your Salesforce environment.
- Open any Data Context Mapping.
- Access the Field Mapping window.
Step 2: Click the “Add Related Field” Button.
- Within the Field Mapping window, locate and click on the “Add Related Field” button.
Step 3: Select Fields for the Parent Object.
- Click on “Select Fields” to display a list of related objects for the particular object you’re working on (considered parent object).
Step 4: Choose Related Fields.
- Select the related fields you need. The system will list down fields within the related objects and their related objects, up to 5 levels.
Step 5: Add the Related Field to Field Mapping.
- After selecting the required field, click “Done.”
- The field will be added to the field mapping, and “Send to AI” will be automatically selected.
- Choose whether to use the masking scope for the field.
- The Field mapping will display the field name in relationship format.
Step 6: Repeat for Other Objects.
- Repeat these steps to add all the required related fields for all objects in the mapping.
Once the related fields are selected in the mapping, Merge fields use these related fields for better response generation. Users can use this feature when the prompt type is Text.
Step-by-step procedure will help in understanding how the merge field works.
- Open Cockpit in GPTfy application.
- Navigate to the Text prompts section and either edit an existing Text prompt or create a new one.
Step 2: Define Your Prompt Command
- Inside the Text prompt, type a meaningful prompt command that clearly communicates the information or action you require.
Step 3: Select the Merge Field Object
- To use merge fields, click on the “Select Merge Field Object” button within the Text prompt.
- A list of objects available in the selected Data context mapping will appear.
- Choose the object whose fields or related fields you want to use in your prompt.
Step 4: Choose a Field
- Once you’ve selected the object, the “Select Merge Field Picklist” will become active.
- Click on it and choose one of the available fields associated with the selected object.
Step 5: Copy the Field Name
- Next to the picklist, you’ll notice a Copy icon.
- Click on it to copy the field name in the required relationship format.
Step 6: Paste the Merge Field
- Paste the copied field name inside your command prompt.
- Ensure it is enclosed within three curly braces to format it correctly as a Salesforce merge field.
Step 7: Add More Fields for a Comprehensive Prompt
- For a more robust and meaningful prompt command, consider adding more fields from the same or other objects.
- Once you’ve added the necessary fields, save the Text prompt.
Step 8: Activate the Flow and Test
- Before using your Text prompt in a live scenario, activate the flow where it’s utilized.
- Run the prompt on a Salesforce record to test how the data context mapping and merge fields work together to generate the desired response.
