afv-library/skills/developing-agentforce/assets/metadata/record-grounded-prompt.promptTemplate-meta.xml

<?xml version="1.0" encoding="UTF-8"?>
<!--
    Prompt Template: Record-Grounded Template

    Use Case: Prompts that use Salesforce record data for context
    - Ground responses in actual CRM data
    - Summarize records intelligently
    - Generate record-specific content

    Key Feature: Variables bound to record fields provide real data
    to the prompt, ensuring accuracy and relevance.

    Setup Steps:
    1. Replace all {{placeholder}} values
    2. Configure record field bindings
    3. Deploy to org

    File Location: force-app/main/default/promptTemplates/{{TemplateName}}.promptTemplate-meta.xml
-->
<PromptTemplate xmlns="http://soap.sforce.com/2006/04/metadata">
    <fullName>{{TemplateName}}</fullName>
    <masterLabel>{{TemplateLabel}}</masterLabel>
    <description>{{TemplateDescription}}</description>

    <!-- Record summary type for record-grounded prompts -->
    <type>recordSummary</type>

    <isActive>true</isActive>

    <!--
    Primary Object:
    The main object this template operates on.
    -->
    <objectType>{{ObjectApiName}}</objectType>

    <!--
    Prompt with record field references:
    Use {!variableName} syntax for bound fields.
    -->
    <promptContent>
You are summarizing a {{ObjectLabel}} record for a sales representative.

Record Information:
- Name: {!recordName}
- Status: {!recordStatus}
- Owner: {!ownerName}
- Created Date: {!createdDate}
- Last Activity: {!lastActivityDate}

Additional Context:
{!additionalNotes}

Related Information:
{!relatedRecords}

Please provide a concise summary that highlights:
1. Current status and recent activity
2. Key metrics or important values
3. Recommended next steps
4. Any risks or concerns

Keep the summary under 200 words and focus on actionable insights.
    </promptContent>

    <!-- Record Name Field -->
    <promptTemplateVariables>
        <developerName>recordName</developerName>
        <promptTemplateVariableType>recordField</promptTemplateVariableType>
        <objectType>{{ObjectApiName}}</objectType>
        <fieldName>Name</fieldName>
        <isRequired>true</isRequired>
    </promptTemplateVariables>

    <!-- Status Field -->
    <promptTemplateVariables>
        <developerName>recordStatus</developerName>
        <promptTemplateVariableType>recordField</promptTemplateVariableType>
        <objectType>{{ObjectApiName}}</objectType>
        <fieldName>{{StatusFieldApiName}}</fieldName>
        <isRequired>false</isRequired>
    </promptTemplateVariables>

    <!-- Owner Name -->
    <promptTemplateVariables>
        <developerName>ownerName</developerName>
        <promptTemplateVariableType>recordField</promptTemplateVariableType>
        <objectType>{{ObjectApiName}}</objectType>
        <fieldName>Owner.Name</fieldName>
        <isRequired>false</isRequired>
    </promptTemplateVariables>

    <!-- Created Date -->
    <promptTemplateVariables>
        <developerName>createdDate</developerName>
        <promptTemplateVariableType>recordField</promptTemplateVariableType>
        <objectType>{{ObjectApiName}}</objectType>
        <fieldName>CreatedDate</fieldName>
        <isRequired>false</isRequired>
    </promptTemplateVariables>

    <!-- Last Activity Date -->
    <promptTemplateVariables>
        <developerName>lastActivityDate</developerName>
        <promptTemplateVariableType>recordField</promptTemplateVariableType>
        <objectType>{{ObjectApiName}}</objectType>
        <fieldName>LastActivityDate</fieldName>
        <isRequired>false</isRequired>
    </promptTemplateVariables>

    <!-- Free text for additional context -->
    <promptTemplateVariables>
        <developerName>additionalNotes</developerName>
        <promptTemplateVariableType>freeText</promptTemplateVariableType>
        <isRequired>false</isRequired>
    </promptTemplateVariables>

    <!-- Related records (could be from related list) -->
    <promptTemplateVariables>
        <developerName>relatedRecords</developerName>
        <promptTemplateVariableType>freeText</promptTemplateVariableType>
        <isRequired>false</isRequired>
    </promptTemplateVariables>

    <!--
    DATA CLOUD GROUNDING (Optional):

    For Data Cloud integration, add:
    <dataCloudConfig>
        <dataCloudObjectName>{{DataCloudObjectName}}</dataCloudObjectName>
        <retrievalStrategy>semantic</retrievalStrategy>
    </dataCloudConfig>

    This enables RAG (Retrieval Augmented Generation) with
    Data Cloud data for more contextual responses.
    -->
</PromptTemplate>