authoring-record-summary-prompt-templates

Installation
SKILL.md

Authoring Record Summary Prompt Templates

What this skill is for

A Record Summary prompt template is a GenAiPromptTemplate of type=einstein_gpt__recordSummary. It renders an AI-written summary of one record on that record's page (the Einstein Record Summary component / "Summarize" on the record, and agent record-summary surfaces). It is bound to a specific object and receives the record itself as input — not a free String.

This is a DIFFERENT template type from a einstein_gpt__flex template (see the companion skill calling-prompt-templates-in-flows, Pattern B). The grounding engine — a Capability PromptFlow data provider that reads the record + related records + getConvTscpForRecord transcript — is identical and reusable. Only the template wrapper changes. This skill is the record-summary wrapper; reuse the flex skill's PromptFlow guidance for the data provider.

Installs
1
First Seen
6 days ago