Peoplewoo - Blogs #EinsteinAIPeoplewoo - Blogs #EinsteinAIhttps://www.peoplewoo.com/blogs/tag/einsteinaiFri, 10 Jul 2026 18:11:28 +0530http://zoho.com/sites/<![CDATA[Adding Agentforce Prompt To Object Layout in Salesforce | Peoplewoo Skills]]>https://www.peoplewoo.com/blogs/post/adding-agentforce-prompt-to-object-layout-in-salesforce-peoplewoo-skillsBoost your customer support team's productivity by combining Salesforce Dynamic Forms and Agentforce to generate instant, AI-powered case summaries with just a few clicks.]]>

Quick AI Case Summaries with Agentforce

Want to save your customer support team hours of manual work? By combining Salesforce DynamicForms with Agentforce, your users can generate instant, meaningful case summaries with just a few clicks.

Here is how to set it up in minutes:

1. Enable Dynamic Forms

  • Head to Cases, open any open case, and click EditPage via the settings gear.
  • Click the RecordDetails component, then click UpgradeNow in the properties pane to enable Dynamic Forms.
  • Choose your page layout and click Finish.

2. Connect the Einstein Prompt

  • Click on the QuickSummary field within your new layout.
  • In the prompt template option, search for and select QuickSummary.
  • Click Save, then Activate it as your Org Default for both desktop and phone.


Now, when an agent opens a case, they can simply edit the Quick Summary field and click GetEinstein'shelp. Einstein instantly generates a smart summary based on your template. Just click Use, close the overlay, and hit save!

Whyitmatters: This conversational AI experience empowers your team to work smarter, allowing them to refine automated content in real time so they can focus on higher-value tasks. 
]]>Fri, 29 May 2026 11:09:42 +0530<![CDATA[Build an Agentforce Flex Prompt Template in Salesforce | Peoplewoo Skills]]>https://www.peoplewoo.com/blogs/post/build-an-agentforce-flex-prompt-template-in-salesforce-peoplewoo-skillsDiscover how to combine live CRM data with generative AI using Salesforce Einstein Prompt Builder to effortlessly create hyper-personalized guest communications.]]>

A Guide to Salesforce Einstein Prompt Builder

Want to elevate your customer experience? With Salesforce Einstein Prompt Builder, you can seamlessly blend CRM data with generative AI to create highly personalized communications. Here is a quick, step-by-step guide to building a dynamic resort newsletter.

  • Step 1: Prep Your Test Data

    Before building, ensure EinsteinSetup is toggled on in your setup menu. Next, head to the App Launcher, open Experiences, and create two new records to use as test data:

    • FamilyKaraokeNight: Set capacity to 50, location to Melody Lounge, and add a fun description.
    • SunriseYoga: Set the location to Cocoa Shore and select the fitness and exercise type.

  • Step 2: Create a Flex Template

    Navigate to PromptBuilder and create a new FlexPromptTemplate named New Guest Newsletter. Flex templates are incredibly powerful because they allow you to link multiple data sources. Under inputs, add two object resources: Reservation and Experience.

  • Step 3: Craft Your Prompt & Add Merge Fields

    In the workspace, define the AI’s persona (e.g., Director of Fun) and outline the newsletter guidelines. To make it dynamic, delete the placeholder text and insert your mergefields:

    • Swap generic greetings with reservation/external guest/firstname.
    • Link specific check-in/out dates and room types.
    • Insert experience/description and experience/location.

  • Step 4: Select Your Model and Test

    Select OpenAIGPT-4OmniMini as your model and hit save. Click Preview, choose a test reservation alongside your "Sunrise Yoga" experience, and watch Einstein instantly generate a beautiful, hyper-personalized welcome letter.

💡 The Takeaway: By connecting live CRM data directly to generative AI templates, you deliver tailored customer experiences with zero manual effort!

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