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Salesforce Certified Agentforce Specialist · Salesforce
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Written by other learners. Comments can disagree with the marked answer — check the official documentation when in doubt.
A. The related list is not on the parent object’s page layout. ✅ Explanation When using prompt templates grounded with related lists in Salesforce (especially with Service AI or Data Cloud grounding), the system relies on the page layout metadata to know which related lists are available for grounding. - If the related list is not added to the parent object’s page layout, the grounding engine cannot access it, even if the related list exists in the schema. - This results in incorrect or missing responses during UAT, because the AI cannot pull the related records into the prompt context.
➡ A. The related list is not on the parent object’s page layout. ✅ 👉 In Salesforce Agentforce, when grounding a prompt template with a related list, the system can only use the related list data if it is visible on the parent object’s page layout. -If it’s missing, grounding won’t work, and users won’t get correct responses. -Options B and C are distractors: enabling/disabling isn’t relevant here, and a Read-Only list can still be used for grounding.
If the list is set to read only the system may throw incorrect responses. In other scenarios the related list itself won't be visible or not able to utilize related list at all.