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2024-07-30

How to use Einstein Generative AI in Todo(Task) object

In the Prompt Builder, it is not possible to select a ToDo object and create a prompt template using its fields. However, you can achieve similar functionality by utilizing a related object. Follow these steps:

  1. Create a Related Object: Create a related object to the ToDo object.

  2. Add a Field for Processing: Add a specific field on the related object for processing purposes.

  3. Generate a Common Record: Create a record for all ToDo records.

  4. Develop a Prompt Template: Design a prompt template on the field of the related object.

  5. Implement a Trigger Flow: Set up a trigger flow on the ToDo object. Step 1: retrieve the related object record by ToDo related record ID. Step 2: Assign the target field value of ToDo record to this related object record. Step 3: Update it within the flow. Step 4: Pass the related object record to the prompt template action, now it is able to obtain the prompt output for further updates or other actions.



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