Data Cloud Enrichments

 Brings power of harmonized record from Data Cloud to CRM.

1.Copy Field Enrichments

  Copy high-value fields from Data Cloud records to your Contact and Leads.

2.Related List Enrichments

  Add DMO Related lists to your Contact and Lead SObjects.

Salesforce Ingestion API

 This Ingestion API will be helpful to send interaction-based data to Data Cloud in near real-time and

this is getting processed every 15 minutes.

Salesforce Ingestion API is a RESTful interface that allows you to load data into Data Cloud programmatically. This API supports two patterns:

Streaming Pattern, which uses JSON as its format and is suitable for loading data in micro-batches through the REST API.

Bulk Pattern, on the other hand, employs the CSV format and loads data using jobs.  

Note :

The streaming pattern accepts incremental updates to a dataset as those changes are captured, while the bulk pattern accepts CSV files in cases where data syncs occur periodically.

When to use Streaming vs Bulk ingestion?

Streaming Ingestion :

When updating small micro-batches of records in near real-time.

When using data source systems that are built on modern streaming architectures.

When creating Change Data Capture events.

When consuming data from webhooks.

Bulk Ingestion :

When moving large volumes of data on a daily, weekly, or monthly schedule.

When using legacy systems, where you can only export data during off-peak hours.

When using a new Data Cloud org that you want to backfill with 30, 60, or 90+ days of data

Prompt Builder

 Prompt Builder is a generative AI tool in Einstein 1 Studio

that allows you to create reusable prompt templates.

Prompt templates are resolved into prompts and sent to a large

language model(LLM),always going through the Einstein Trust layer,

to get response.

Prompt templates can be securely grounded using data that is not part

of the LLM training data to give the model more context and improve the

accuracy of its responses.

you can choose different types of data providers

like Apex,Flow or merge fields to add context to 

your templates.

  

Prompt Template Type :

1.Sales Email 

 Draft personalized emails through Email Composer.

   Inputs :

    Contact or lead, and optionally another object of your choice.

   Entry points :

    Email Composer,Flow,Apex,REST API and Copilot Action.   

   

2.Field Generation 

 Generate text to be stored in a custom field within a record page.

   Inputs :

    An object of your choice

   Entry points :

    Record page,Flow,Apex,REST API,Copilot Action

3.Record Summary 

 Generate a summary for a record to be used in einstein copilot.

   Inputs : An object of your choice.

   Entry points : Copilot Action

 

4.Flex

  Generate a text to be used anywhere.

  Inputs :

  Up to five objects of your choice.

  Entry points:

   Flow,Apex,REST API,Copilot action

   

Data providers for grounding

When executing a prompt template, data providers can use any of the inputs (or related records) to compute text, which is then added to the prompt that is finally sent to the LLM.

Grounding prompt templates with Flow

Grounding prompt templates with Apex

When to use Flow or Apex for grounding will depend on your preference for using clicks vs code, the complexity of the logic to implement, and the guidelines that your company has for no-code vs code tools usage.