Universal Containers has grounded a prompt template with a related list. During user acceptance testing (UAT), users are not getting the correct…

For a prompt template to successfully ground its responses using data from a related list, that specific related list must be included on the page layout of the parent object. The prompt generation service relies on the page layout's configuration to access and merge the necessary data from the related list records into the prompt. If the related list is not on the layout, the grounding mechanism cannot retrieve the contextual data, resulting in incomplete prompts and incorrect responses from the Large Language Model (LLM).

A. The related list is Read Only.

Grounding involves reading data, not modifying it. A read-only status does not prevent the system from accessing the related list's data for the prompt.

B. The related list prompt template option is not enabled.

There is no specific global setting to enable or disable related list grounding. This functionality is an integral part of Prompt Builder; the issue is a configuration error, not a disabled feature.

1. Salesforce Help Documentation

"Ground Prompts with Salesforce Data":

Reference: Under the section for grounding with related lists

the documentation explicitly states the requirement.

Quote/Paraphrase: "To ground a prompt template with data from a related list

add the related list to the parent object’s page layout. The fields that you want to merge must be columns in the related list." This directly confirms that the absence of the related list on the page layout is the cause of the issue.

2. Salesforce Help Documentation

"Prompt Template Considerations":

Reference: In the "Grounding" subsection.

Quote/Paraphrase: "When using related lists as a resource

ensure they are configured on the appropriate page layouts. The visibility of the related list on the page layout is a prerequisite for the prompt service to resolve and include its data." This reinforces the dependency on page layout configuration for successful data retrieval.