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RECORD SNAPSHOT

Application US20260079933A1 Kind: A1 Mar 19, 2026

Assignee

Salesforce, Inc.

Inventors

Minhaj KHAN, Avanthika RAMESH, Karen YIN, Jan Adriaan KRUGER

Abstract

Disclosed herein are system, method, and computer program product embodiments for implementing grounding of prompt templates using record snapshot. An embodiment operates by parsing a data record to generate a hierarchical tree graph of context data corresponding to a prompt template selected based on a type of a prompt request, and the data record is identified based on a data-record reference in the prompt request. The embodiment then generates a prompt from the prompt template by grounding the prompt template with a data object comprising the hierarchical tree graph of context data. The embodiment then queries a large language model with the prompt to generate an output specific to the data record.

CPC Classifications

G06F 16/24534 G06F 16/2246 G06F 16/248 G06F 40/186 G06Q 30/01

Filing Date

2024-12-23

Application No.

18999825