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✅ Einstein Prompt Templates in Apex - the Sales Coach
The author has been exploring Generative AI in Salesforce, focusing on using prompt templates for various tasks. They are now interested in integrating prompts into their own applications. Their use case involves providing sales reps with advice on opportunities without consuming tokens or costing money, using an LWC in a non-default tab on the opportunity page.
✅ User Access Policies
Salesforce User Access Policies will be Generally Available in the Summer '24 release. Configuring these policies can make onboarding new users so much simpler. To use them, first you need to enable some settings. If you select the first one, the second one will be automatically selected.
✅ Constants in Apex
Picklist values, profile and permission set names, common business values - all constants can be scattered across Apex code. The best practice is to store them in one place to avoid repetitions. (DRY) The most common approach to resolve it is Constants class, which contains all final variables.
✅ Einstein Prompt Grounding with Apex
The author recently shared their experience with Einstein Prompt Builder, noting initial struggles with Apex grounding. With help from Claudio Moraes, they can now successfully pull information into prompts using an Apex class. For example, they created a prompt to follow up on a lead's interest in a specific product, including the standard price to provide cost estimates. By pulling a single entry from the standard price book, they can achieve this customization.
✅ Making Data Cloud Work With Your Existing Salesforce CRM Data
The Data Cloud integrates company data into Salesforce, enhancing its value. Understanding how this data interacts with existing sObjects is crucial for successful integration. This blog explains how to bring Data Cloud and CRM data together in Salesforce.
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