Review Prompt Engineering
Learning Objectives
After completing this unit, you’ll be able to:
- Determine when and how to use Prompt Builder based on business requirements and scenarios.
- Identify key considerations for creating effective prompt templates and selecting suitable grounding techniques.
- Describe the full process of creating, activating, and managing prompt templates within Salesforce.
Key Topics
This unit prepares you for the Prompt Engineering section of the Salesforce Agentforce Specialist exam, which makes up 30% of the overall exam. This section of the exam tests these topics.
- Given business requirements, identify when it’s appropriate to use Prompt Builder.
- Identify the right user roles to manage and execute prompt templates.
- Identify the considerations for creating a prompt template.
- Given a scenario, identify the appropriate grounding technique.
- Explain the process for creating, activating, and executing prompt templates.
This unit provides a number of interactive, real-world, scenario-based questions that are a lot like the ones you’ll encounter as a Salesforce Agentforce specialist. Looking at these scenarios helps prepare you to take the Prompt Engineering section of the Salesforce Agentforce Specialist exam. As you tackle the practice questions, you get immediate feedback on your answers, along with detailed information on why your answers are correct (or incorrect).
The unit also contains interactive flashcards centered around study topics that help you prepare for the Prompt Engineering section of the exam.
Exam Practice Questions
Ready to jump in? The sample tool is not scored—it’s just an easy way to quiz yourself. To use it, read the scenario, then click the answer you think is correct. Some questions might have more than one correct answer. Click Submit to learn whether the answer you chose is correct or incorrect, and why. When you reach the end, you can review the answers or retake the questions.
Did you choose an incorrect answer? Check out the table for related study materials.
Questions |
Study Materials |
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1 |
Study up on the various Prompt Template Types and when to use each. |
2-3 |
Learn how you can Ground Prompt Templates with Salesforce Resources to create personalized responses based on accurate, up-to-date information. |
4 |
Review how to Create a Flex Prompt Template to understand how you can build templates that incorporate specific information from your Salesforce objects. |
Exam Topic Flashcards
The following flashcards cover prompt templates and other important prompt engineering concepts. Use these interactive flashcards to brush up on some of the key topics you’ll find on this part of the exam.
Read the question or term on each card, then click or tap the card to reveal the correct answer. Click the right-facing arrow to move to the next card, and the left-facing arrow to return to the previous card.
Did you choose an incorrect answer? Check out the table for related study materials.
Flashcard |
Study Materials |
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1 |
Review Prompt Builder Key Concepts to refresh your understanding of the vocabulary used throughout Prompt Builder. |
2 |
Learn more about how to Create a Prompt Template and what user permissions are required for Prompt Builder. |
3 |
Study up on how you can dynamically Ground Prompt Templates with Salesforce Resources to ensure relevant, accurate responses. |
4 |
Read about how you can Enable Resolution to Review a Prompt Template to help you fine-tune your prompts. |
Related Resources
Looking for more information? Explore these related badges and other resources.
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Congratulations! You’ve learned about Prompt Engineering. Next, let’s take a look at Agentforce Concepts.