Merge Fields in GPTfy integrates AI with Salesforce by allowing users to incorporate field names and relationships (e.g., Account, Owner, and Name) into dynamic Text prompts.
This powerful feature enables context-aware prompts through proper field mapping and relationship formatting. To maximize its effectiveness, ensure Related Fields are configured correctly in the Data Context Mapping section before implementing field names and relationships.
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 the Merge Field 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 that is need. The system will list down fields within the related objects and their related objects, up to 5 levels.
Step 5: Copy the Field Name
Next to the picklist, there is 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
Consider adding more fields from the same or other objects for a more robust and meaningful prompt command.
Once you’ve added the necessary fields, save the Text prompt.
Step 8: Activate the Prompt and Test
- Use the process before applying your text prompt in a real situation.
- Run the prompt on a Salesforce record to test how the data context mapping and merge fields generate the desired response.
