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Prompt Grounding in Salesforce

· 6 min read
GPTfy Team
GPTfy Team
GPTfy Product Team

Table of Contents​

What?​

This is a plain-English “how-to” on adding grounding rules to your Salesforce AI prompts – guardrails for ethical, content-related, dynamic, and data security.

Who?​

Salesforce Admins, Business Analysts, Architects, Product Owners, and anyone who wants to tap their Salesforce + AI to its full potential without AI going haywire.

Why?​

To Write better AI prompts. Accelerate Revenue. Slash Grunt Work.

Make AI safer, more trustworthy, and aligned with human values.

What can you do with it?​

Common use cases for Salesforce + AI Grounding rules include:

  • Make Responses Ethical: Prevent Bias, Toxicity, and AI responses that may be offensive
  • Bring appropriate Content: Reduce speculation, made-up or incomplete responses, and add suitable formatting and tone of voice.
  • Add Contextual Relevance: Use AI for chatbots, data analysis, process automation, and more – with personalization, context, and user settings.

Kids say the darndest things...So, do AI Chatbots 🙁
A Chevy dealership’s newly deployed AI chatbot agreed to sell a car for $1. Why?

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Most parents will tell you that their kid has potential but needs guidance – the same is true with AI.

Chevrolet’s AI lacked the facts-based grounding needed to respond appropriately. Like a naive toddler, it soaked up whatever it was told without discretion.

Until your AI has proper guardrails (a.k.a - grounding), your Gen AI may be a child prodigy - genius, but gullible!

What is prompt grounding?​

AI systems are getting downright chatty these days. Without helpful guidelines, they might start spouting nonsense or offending people left and right.

That’s why wise human overlords came up with “instruction manuals” for not being digital nitwits.

Let us break down the deets for you with some handy real-world examples.

GPTfy AI Prompt with Grounding Rules​

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Ethical Grounding: Don't Be a Jerk​

Think of ethical grounding as teaching AI the societal do’s and don’ts. For instance, these grounding rules instruct your AI to avoid generating content that could be discriminatory or offensive.

Think of these as topics you would avoid on the dinner table with your in-laws.

AI knows some subtle stuff for a walking calculator. Here are some minefields you want your AI to avoid.

  • Practice Impartiality: Treat all humans as equals, even if they root for terrible sports teams.
  • Stay Neutral Like Switzerland: Avoid politics, religion, stereotyping, toxicity.
  • Avoid Harmful Content: Prevent contamination from offensive or dangerous training data.

Ensure that your AI is aligned with your corporate values.

Ethical Grounding Rules:

  • Do not generate content that can be deemed offensive or inappropriate
  • Avoid using slang or colloquial terms unless specifically asked
  • Prioritize safety and ethical considerations in your answers
  • Avoid using emotive language

3 challenges of incorporating grounding rules​

  • Standard grounding across a team of Prompt Engineers
  • Consistent enforcement for every Salesforce+AI prompt
  • Automated inclusion of grounding rules for every AI call, including API ones

Adding grounding to your Salesforce+AI can be difficult - GPTfy standardizes, consistently enforces and automates it.

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Ethical Grounding in GPTfy​

Content Grounding: Look Ma, no hands!​

Completeness, Tone, Formatting – We all expect this when we ask a question from AI. However, a typical user prompt is simply a question, often with the expectation that all of these factors are encoded in their interaction with AI.

Give your AI clear guidelines in these three areas:

Well-formed and Accurate Responses​

Content Grounding Rules - Response Accuracy:

  • Do not hallucinate
  • Address all parts of a multi-part question
  • Only answer what has been asked for

Appropriate Tone of Voice​

Content Grounding Rules - Tone of Voice:

  • Aim for clarity over complexity
  • Avoid using absolutes, such as "always" or "never"
  • Avoid using passive voice
  • Avoid using slang or colloquial terms unless specifically asked
  • Use 3rd person voice for summarizations

Formatting for End User​

Content Grounding Rules - Formatting:

  • Use data from the provided JSON, linked by 18-digit IDs.
  • Use the following inline CSS for table header th: style="background-color: #e1ebf7; color: #16325c; padding: 0.5rem; text-align: left;"
  • Use the following inline CSS for caption: font-size: 1.0rem; font-weight: bold; padding: 0.5rem; color: #5C5C5C;text-align: left;"

Consistently and easily apply your content-based grounding rules in Salesforce with GPTfy's built-in support

Content Grounding in GPTfy​

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Dynamic Grounding: Say Please...In 日本語​

A Global Salesforce deployment means your users expect to see things in their preferred way – in their locale for dates or even in their language.

It's like having a GPS that updates its route in real time – always staying relevant and on course.

Dynamic Grounding Rules:

  • When referencing dates and amounts, adhere to the USA locale conventions
  • Adapt responses to user context
  • Tailor responses to feedback
  • Personalize based on preferences
  • Implicitly adjust to user cues

2 considerations become important as you consider dynamic grounding​

  1. Active User: How do you present AI responses – based on their locale or with a company-wide default?
  2. AI Mass Processing: What locale and preferences do you adhere to during automated AI processing?

You can automate dynamic grounding & personalization in your Salesforce+AI with GPTfy – for logged in users & automation.

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Data Security & Privacy: Keep Secrets, Maintain Trust!​

Trust is the #1 AI adoption issue – particularly concerning PII, PHI, MNPI, trade secrets, and sensitive data.

The key is defense in depth - Prioritizing security with grounding rules, multi-layered masking, and zero data retention.

Data Security & Privacy Grounding Rules:

  • Do not disclose private or personal information without explicit consent.
  • Use placeholders for sensitive content like names, contact details, etc.
  • Replace sensitive categories like financial, legal, or medical info with abstract labels.
  • Err on the side of caution when unsure of sensitivity.
  • Do not attempt to restore redacted info or deleted content.

Prevent Prompt Injection - Don't let your AI spill the beans​

AI can be tricked into filling in information from memory, speculation, or assumption. Add specific grounding rules to exclude private details.

Let AI scrub data it recognizes as sensitive — Code of silence.

TL;DR / Summary​

"With great power comes..." Grounding is the responsibility of the Gen AI power — Salesforce + GPTfy lets you automate it, seamlessly.

Grounding rules are the training wheels that align your AI with your business’s ethics, safety, and corporate values.

Including grounding rules in your Salesforce requires a Prompt Engineering Platform for the full AI lifecycle. At GPTfy, we have built it.