Using AI to Enhance Client Engagement in Salesforce

I’m excited to share that I recently completed the Prompt Builder Templates Superbadge Unit, a hands-on project from Salesforce that focuses on building AI-driven automation using the Salesforce Platform.


The Business Use Case

Tranquil Trails Wellness Co., a global wellness provider, is committed to helping clients achieve their fitness goals through personalized coaching. To improve client engagement, Tranquil Trails began collecting open-ended feedback from clients about their goals and recent activities.

Since feedback can come in many languages, the challenge was clear:

Use AI to automatically translate client-submitted survey responses and store the English translation on the record — so wellness coaches can quickly understand and respond with personalized support.

As the Salesforce Admin in this scenario, my goal was to build a seamless, AI-powered solution that would translate feedback in real time, without requiring any manual work from coaches or staff.


What I Built

To solve this, I used a combination of Prompt Builder (Flex type) and Flow Builder:

  • ✅ Created a Flex Prompt Template that references the Fitness__c, Contact, and Account objects — designed to scale as more contextual AI features are added.
  • ✅ Built a Record-Triggered Flow that:
    • Listens for new Fitness records
    • Retrieves the related Contact and Account records
    • Passes those into the AI prompt
    • Uses the AI response to populate a Translated Survey Input field on the same Fitness record

All actions are fully automated, and variables are system-assigned for scalability and maintainability.


Why This Matters

This project demonstrates the power of AI integration in Salesforce to improve user experience and operational efficiency. With this automation:

  • Coaches get real-time translated insights
  • Language barriers are eliminated
  • Client engagement is more personalized and scalable

This Superbadge not only showcases my technical skills with Salesforce Flow and Prompt Builder, but also my ability to apply them to real-world business problems that matter.


📸Screenshot

This Fitness record shows the AI-translated survey input in English, automatically generated from the client’s original response in Italian, using a Flow and Prompt Template. It enables coaches to understand feedback instantly, no matter the language.

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