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Update Summarize the open leads from Salesforce using IBM … #497

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Dec 3, 2024
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Original file line number Diff line number Diff line change
Expand Up @@ -181,23 +181,22 @@ integration:
mappings:
- input:
template: >-
Summarise the given open uncontacted list of
Summarize the list of open, uncontacted
lead records:
{{$SalesforceRetrieveleads.{'Name':Name,
'Title': Title, 'Company': Company,
'Email':Email, 'Lead Creation Date':
CreatedDate} }} for {{$Foreach2item.Name}}.
For context the list provided above contains
details of customers that need to be reached
out, and {{$Foreach2item.Name}} is the owner
and needs to reach out, so write a summary for
{{$Foreach2item.Name}} so they can get started
asap. Consider only the data and fields that
For context, the provided list contains
details of customers who need to be contacted, and {{$Foreach2item.Name}} is the owner
who needs to contact them. So, write a summary for
{{$Foreach2item.Name}} so that the owner can start
as soon as possible. Consider only the data and fields that
are mentioned in the list and display them
clearly in a numbered list, show the 'lead
clearly in a numbered list. Show the 'lead
creation date' in a user readable format
(DD/MM/YYYY) and segregate the entries per
lead record, no salutations/addressing at the
(DD/MM/YYYY) and separate the entries per
lead record, with no salutations at the
end and no hints of previous responses and
prompts.
- model_id:
Expand Down
4 changes: 2 additions & 2 deletions resources/template-metadata.json
Original file line number Diff line number Diff line change
Expand Up @@ -3592,7 +3592,7 @@
},
{
"name": "Summarize the open leads from Salesforce using IBM watsonx ai and send an email",
"description": "Use this template to send a scheduled mail to a salesforce user with a summary of their open, not contacted, and unread leads using IBM watsonx.ai.",
"description": "Use this template to send a scheduled email to a Salesforce user with a summary of their open, not contacted, and unread leads by using IBM watsonx.ai.",
"summary": "Scheduler to 3 applications",
"sourceApp": "streaming-connector-scheduler",
"targetApps": ["salesforce", "ibmwatsonxai", "gmail"],
Expand Down Expand Up @@ -3780,4 +3780,4 @@
"offerings": ["app connect professional"]
}
]
}
}