An Agentforce wants to include data from the response of an external service invocation (REST API callout) into a prompt template. The goal is to incorporate dynamic data retrieved from an external API into the AI-generated content.

Solution:

Use External Service Record Merge Fields

External Service Integration:

Definition:External Services in Salesforce allow the integration of external REST APIs into Salesforce without custom code.

Registration:The external service must be registered in Salesforce, defining the API's schema and methods.

External Service Record Merge Fields:

Purpose:Enables the inclusion of data from external service responses directly into prompt templates using merge fields.

Functionality:

Dynamic Data Inclusion:Allows prompt templates to access and use data returned from REST API callouts.

Merge Fields Syntax:Use merge fields in the prompt template to reference specific data points from the API response.

Implementation Steps:

Register the External Service:

UseExternal Servicesto register the REST API in Salesforce.

Define the API's schema, including methods and data structures.

Create a Named Credential:

Configure authentication and endpoint details for the external API.

Use External Service in Flow:

Build aFlowthat invokes the external service and captures the response.

Ensure the flow outputs the necessary data for use in the prompt template.

Configure the Prompt Template:

UseExternal Service Record merge fieldsin the prompt template to reference data from the flow's output.

Syntax Example: {{flowOutputVariable.fieldName}}

Why Other Options are Less Suitable:

Option A (Convert the JSON to an XML merge field):

Irrelevance:Converting JSON to XML merge fields is unnecessary and complicates the process.

Unsupported Method:Salesforce prompt templates do not support direct inclusion of XML merge fields from JSON conversion.

Option C (Use “Add Prompt Instructions” flow element):

Purpose of Add Prompt Instructions:

Allows adding instructions to the prompt within a flow but does not facilitate including external data.

Limitation:Does not directly help in incorporating external service responses into the prompt template.