International Journal For Multidisciplinary Research

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Building Intelligent CRM Systems: Prompt Engineering Strategies for Salesforce

Author(s) Sruthi Potru
Country United States
Abstract This comprehensive technical article presents an in-depth examination of prompt engineering
methodologies for custom Salesforce applications, focusing on the integration and optimization of Large
Language Models (LLMs) within enterprise Customer Relationship Management (CRM) environments.
This article explores the intricate relationship between prompt engineering techniques and business
process optimization, providing a systematic framework for implementing effective LLM solutions within
Salesforce's object-oriented architecture. Through detailed analysis of implementation strategies, testing
methodologies, and optimization approaches, this article demonstrates how well-crafted prompt
engineering practices can significantly enhance customer service automation, sales process optimization,
and data management capabilities. The investigation encompasses crucial aspects, including basic prompt
components, advanced engineering techniques, evaluation frameworks, and production deployment
strategies, offering practical insights for organizations seeking to leverage LLM capabilities within their
Salesforce ecosystem. This article also addresses critical challenges in prompt engineering
implementation, providing solutions for maintaining response accuracy, ensuring data consistency, and
optimizing system performance. Special attention is given to development standards and best practices,
establishing a foundation for sustainable and scalable LLM integration. The article highlights the
transformative potential of structured prompt engineering approaches in improving operational efficiency,
enhancing customer experiences, and maintaining competitive advantages in modern business
environments. This article contributes to the growing body of knowledge on enterprise LLM
implementations while providing actionable insights for Salesforce developers, administrators, and
business stakeholders, ultimately serving as a comprehensive guide for organizations navigating the
complex landscape of AI-powered CRM solutions.
Keywords Prompt Engineering, Salesforce Integration, Large Language Models (LLMs), CRM Automation, Business Process Optimization.
Field Computer
Published In Volume 6, Issue 6, November-December 2024
Published On 2024-12-28
DOI https://doi.org/10.36948/ijfmr.2024.v06i06.33981
Short DOI https://doi.org/g82gg4
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