To use the Record Snapshots grounding feature in a prompt template, you must create a field set that includes all fields required for grounding. Field sets define which fields from an object are accessible to the AI model, ensuring the prompt template has structured data to generate contextually accurate responses. Salesforce documentation emphasizes that grounding relies on explicitly defined field sets to avoid exposing unintended data and to comply with security policies.
Page Layout configuration (A) controls UI organization but does not directly enable grounding.
Dynamic Forms (C) customize record pages dynamically but are unrelated to data grounding for prompts.
[Reference:, Salesforce Help Article: Grounding with Record Snapshots ("Configuring Field Sets for Grounding" section)., Einstein GPT Implementation Guide: "Preparing Data for AI Prompts" (Field Set requirements)., ]
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