Prompt Engineering: A Key Topic to Focus on for Salesforce Agentforce Specialist Exam Preparation
Salesforce Certified Agentforce Specialist
Total Questions: 202Last Updated : 14-04-2025
If you are preparing for the Salesforce Agentforce Specialist exam then you must have a deeper understanding of prompt engineering, one of the most important exam topics. Before going any further with your certification course, it is better to go through this handy guide to grasp the key and important concepts. Generally speaking, prompt engineering is the process or science of generating precise inputs. These prompts are crafted to get the best possible outputs from sophisticated AI models, as we have large language models (LLMs). The quality of the prompt matters a lot, whether you are automating tasks or generating some sort of content. The prompt you generate is the driver of the results that you get from this; the quality of the prompt matters a lot.
In order to guide you, I will take the live example to explore prompt engineering. The live example that we are running in this article is about a retail company creating a product description for the "EcoGlow Lamp". You are a prompt engineer in the company, and your manager assigns you tasks. Let’s move forward with this example to understand it a bit better.
Based on Given Business Requirements, Identify When It’s Appropriate to Use Prompt Builder
Your team manager has assisted you in writing the product description in 100 words. To perform the task, you need to write the prompt and execute it at its best. Upon getting the instruction you logged on to an AI tool and gave the following prompt.
"Write a 100-word product description for [product name] with [features], targeting [audience], in a [tone] tone."
For the EcoGlow Lamp, they’ll later fill in: "EcoGlow Lamp, energy efficiency and adjustable brightness, eco-conscious homeowners, friendly tone."
From the above example, you can conclude that a Prompt Builder is a tool that lets you create reusable prompt templates, perfect for businesses needing consistent AI outputs.
For your retail company, the marketing team writes hundreds of product descriptions monthly. Doing this manually is inefficient, and custom prompts for each product waste time.
Moreover, I am concluding here that your company has decided to use a Prompt Builder because of certain reasons which I am coving in the next lines. They have repetitive tasks, and thus, they need consistent 100-word descriptions for their catalog. For them, scalability is of key importance, therefore, multiple team members can use the same template. Finally, for them, ease of use is important, and their non-technical writers can input details without coding. In this section, we covered the “Given business requirements, identify when it's appropriate to use Prompt Builder”, a sub topic of prompt engineering from the Salesforce Agentforce Specialist certification exam.
Identify the Right User Roles to Manage and Execute Prompt Templates in Prompt Engineering
Previously, you, as a Prompt Engineer, drafted the template in the Prompt Builder. Now to understand the Identify the right user roles to manage and execute prompt templates a sub topic of Prompt engineering we continue the same live example. The Marketing Manager of your company reviews it, confirming it highlights sustainability. In the aftermath of this process, the Content Writers use it to generate the EcoGlow description, keeping roles clear and efficient.
In the given example, we can see the role of different professionals in your company. Different roles ensure that the prompt engineering process runs smoothly. In your EcoGlow Lamp project, the roles that emerged are mentioned here. A tech-savvy team member designs and tests the template, ensuring it works with the AI, and it's you, the Prompt Engineer. Secondly, we have the Marketing Manager. He is the guy who approves the template to align with brand goals. They execute the template by inputting specifics like "EcoGlow Lamp" and "friendly tone."
Identify the Considerations for Creating a Prompt Template in Prompt Engineering
Next, I am guiding you about the Identify the considerations for creating a prompt template a sub-section of prompt engineering. The Marketing Manager, after reviewing your template, asks you to change the template and make it clearer. Furthermore, The refined template then becomes as
"Generate a 100-word product description for [product name], highlighting [feature 1] and [feature 2], aimed at [target audience], using a [tone] tone. Avoid technical jargon and focus on benefits."
The purpose of this refined prompt is to test it with "EcoGlow Lamp, energy efficiency, adjustable brightness, eco-conscious homeowners, friendly tone" to ensure it’s ready.
In other words, a good prompt template needs careful design. The example suggests to us that the prompt must be designed considering the points that I am discussing in the next lines. First of all, we have clarity, and in the given example, the syntax, "Write a 100-word description," is specific, avoiding vague outputs. Next is the context, and mentioning "eco-conscious homeowners" gives the AI a target. The variables have an important role in the given context, and placeholders like [product name] and [features] make it reusable. Constraints like "Avoid technical jargon, focus on benefits" keep it customer-friendly. Finally, testing is more important one, they’ll test it to ensure consistent quality.
Given a Scenario, Identify the Appropriate Grounding Technique in Prompt Engineering
Your previous prompt was good, but it needs more grounding. After your review, you changed the prompt to:
"Generate a 100-word product description for EcoGlow Lamp, highlighting energy efficiency and adjustable brightness, aimed at eco-conscious homeowners, using a friendly tone. Avoid technical jargon and focus on benefits. Example: ‘BrightLeaf Bulb: Save energy and enjoy a warm glow with this eco-friendly bulb, perfect for green-minded families!’"
In the given prompt, you can see that grounding provides extra context to improve AI accuracy. For the EcoGlow Lamp, the scenario is: "Generate a description that’s factual and aligns with our brand’s eco-friendly voice." Through this updated prompt using grounding, you included a sample output to guide the AI. Now, I have covered your sub-topic of prompt engineering described as “Given a scenario, identify the appropriate grounding technique.
Explain the Process for Creating, Activating, and Executing Prompt Templates in Prompt Engineering
Next, you need to explain the process for creating, activating, and executing prompt templates in prompt engineering. How your prompt helped in creating, activating, and executing the description through the AI.
Initially, creation is the key. You need to consider certain factors to create a prompt. The first one is the goal. The template must be reusable for product descriptions. Then the draft comes. As a Prompt engineer, you write the template with variables and the example for grounding. In the creation phase, the test acts as the heart of the process. They input "EcoGlow Lamp, energy efficiency, adjustable brightness, eco-conscious homeowners, friendly tone" and tweak until perfect.
Activation comes next. In this phase, we can save the saved property. The template needs to be stored in the prompt builder. The permission comes next. This means there must be a specific authority that can approve the template. In our case, The Marketing Manager approves it; writers get execute-only access. In the activation, the deployment comes next. It means that it must be ready to use by the team.
Finally, we have the execution phase, and it has the input, output, and review a phase as well. In the Input for example in our live example, A Content Writer enters the EcoGlow specifics. Then comes the output. For example, through our template, the AI generates the following description.
"Meet the EcoGlow Lamp—your eco-friendly lighting solution! With its energy-efficient design, this lamp cuts your electricity bill while keeping your home cozy. Adjust the brightness to suit your mood, from a soft glow for movie nights to a bright shine for reading. Perfect for eco-conscious homeowners like you, the EcoGlow blends sustainability with style. Light up your life the green way!"
Finally, we have the review phase. The team confirms that it is on-brand. It is the final phase, and we have the description after giving the prompt to the AI builders. This entire flow also reflects some of the Salesforce Agentforce Specialist exam topics you’ll come across, making it a useful reference point during preparation.
Prompt Engineering Recap for the Salesforce Agentforce Specialist Exam Preparation
Understanding the prompt engineering in the Salesforce Agentforce Specialist Exam and its sub-topics unlocks the potential of AI to deliver precise, high-quality outputs, as demonstrated with the EcoGlow Lamp example. By crafting clear, reusable templates and grounding them with context, businesses can streamline tasks and maintain consistency across teams. Whether you’re a prompt engineer, manager, or content writer, understanding this process is key to leveraging AI effectively, and going through the updated practice test questions can make that understanding even more practical to help you pass the exam easily.