Salesforce Certified AI Specialist — Question 6

An AI Specialist needs to create a prompt template to fill a custom field named Latest Opportunities Summary on the Account object with information from the three most recently opened opportunities.
How should the AI Specialist gather the necessary data for the prompt template?

Answer options

• A. Select the Account Opportunity object as a resource when creating the prompt template.
• B. Create a flow to retrieve the opportunity information.
• C. Select the latest Opportunities related list as a merge field.

Correct answer: B

Explanation

The correct answer is B because creating a flow allows for dynamic retrieval of the latest opportunity data needed for the prompt template. Option A is incorrect as simply selecting the Account Opportunity object does not ensure the retrieval of the latest information. Option C is also not suitable since using a merge field does not facilitate the specific aggregation of the most recent opportunities.