What is the correct process to leverage Prompt Builder in a Salesforce org?

What is the correct process to leverage Prompt Builder in a Salesforce org?
A . Select the appropriate prompt template type to use, select one of Salesforce’s standard prompts, determine the object to associate the prompt, select a record to validate against, and associate the prompt to an action.
B . Select the appropriate prompt template type to use, develop the prompt within the prompt workspace, select resources to dynamically insert CRM-derived grounding data, pick the model to use, and test and validate the generated responses.
C . Enable the target object for generative prompting, develop the prompt within the prompt workspace, select records to fine-tune and ground the response, enable the Trust Layer, and associate the prompt to an action.

View Answer

Answer: B

Explanation:

When using Prompt Builder in a Salesforce org, the correct process involves several important steps:

Select the appropriate prompt template type based on the use case.

Develop the prompt within the prompt workspace, where the template is created and customized. Select CRM-derived grounding data to be dynamically inserted into the prompt, ensuring that the AI-generated responses are based on accurate and relevant data.

Pick the model to use for generating responses, either using Salesforce’s built-in models or custom ones.

Test and validate the generated responses to ensure accuracy and effectiveness.

Option B is correct as it follows the proper steps for using Prompt Builder.

Option A and Option C do not capture the full process correctly.

Reference: Salesforce Prompt Builder Documentation:

https://help.salesforce.com/s/articleView?id=sf.prompt_builder_overview.htm