What?
A Plain English explanation of how to write AI Prompts for Salesforce. A detailed step-by-step guide on the Prompt lifecycle for your CRM + GPT efforts.
Who?
Salesforce admins, business analysts, architects, product owners, and anyone who wants to tap their Salesforce + AI to its full potential.
Why?
Write better AI prompts. Accelerate Revenue. Slash Grunt work.
-> Win Friends, Influence People
What can you do with it?
Common use cases for Salesforce + AI include:
How?
Here are the steps to create your Prompt up and running
Defining clear expected outcomes is crucial when engineering prompts.
Manual/tedious activities such as analyzing text-generating summaries are good use cases.
A good rule of thumb is to consider use cases that you cannot typically automate with Flows, Reports, Triggers etc.
Evaluate areas like long text fields, case comments, and emails to identify use cases suited for summarization, recommendations, and more.
Whether generating account 360 views, drafting client emails, or extracting key info and actions from large text fields, be specific regarding the purpose and expected results.
GPTfy comes pre-packaged with prompts that address common use cases. These prompts can be used as-is or as templates to modify and suit your needs with simple clicks.
Effective prompts provide clear instructions to the AI via plain English commands. They typically have the following:
The more specific details you include in the prompt, the better your AI generated results will be.
GPTfy gives users an intuitive prompt creation workflow to craft custom prompts tailored to different users and use cases across their Salesforce environment.
Prompts components set parameters for action, tone, language, format, and others to ensure that the Prompt is modular and can be easily updated for complex requirements.
Compatible with Pro, Enterprise & Unlimited editions. Save on licensing costs.
AI needs contextual data to generate useful outputs. While basics like Account Name and Type may be included, consider extending prompts to related Opportunities, recent Case details, or pertinent activity from an email thread.
Provide more interconnected data points and unstructured data, with proper context for richer insights.
Bring in subject matter experts who can help identify what data to provide and validate the AI responses. This is crucial for user adoption and trust building of your AI solution.
For example, to generate a good Account 360 that includes an Account level summary, related opportunities, cases, and activities, provide relevant records and fields that help AI understand the full picture.
Here is a sample Data Context mapping for Account 360.
GPTfy enables you to declaratively configure and bring data from your primary Salesforce object and related parent-child (or look-up relationship) objects.
So, that’s it for writing the prompt,
Stay tuned for Part 2; in that part, you will learn about
Salesforce Trust Layer: Enforce Data Privacy & Security
Let us know what you guys think, and what else we should discuss in part 2.
Saurabh is an Enterprise Architect and seasoned entrepreneur spearheading a Salesforce security and AI startup, with inventive contributions recognized by a patent.
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