Universal Containers (UC) has implemented Generative AI within Salesforce to enable summarization of a custom...

For Universal Containers (UC) to refine its Generative AI prompt design strategy and improve the accuracy of the generated summaries for the custom object Guest, the best practice is to focus on crafting concise, clear, and consistent prompt templates. This includes:

Effective grounding: Ensuring the prompt pulls data from the correct sources.

Contextual role-playing: Providing the AI with a clear understanding of its role in generating the summary.

Clear instructions: Giving unambiguous directions on what to include in the response.

Iterative feedback: Regularly testing and adjusting prompts based on user feedback.

Option B is correct because it follows industry best practices for refining prompt design.

Option A (prompt test mode) is useful but less relevant for refining prompt design itself.

Option C (prompt review case with Salesforce) would be more appropriate for technical issues or complex prompt errors, not general design refinement.

References:

Salesforce Prompt Design Best Practices: https://help.salesforce.com/s/articleView?id=sf.prompt_design_best_practices.htm