SimpleT Record AI Component

The Record AI component enables AI translation and optimization of selected fields, with the option to update them afterward.

Setup

How to use Record AI?

  • Selected fields appear in the Edit form, prefilled with current values.
  • AI options:
    • Translate: Translates all fields into the language set in the component properties.
    • AI Optimize: Optimizes all fields based on the AI Instructions defined in properties.
  • Clicking the "Update" button saves the new field values.
The picture shows us the Record AI edit form.

Properties explanation

Common Properties (used in both Record Page and Screen Flow):

  • Title
    Text shown as the component title.
  • Setup: Show option to translate?
    Checkbox to display the Translate button on the component.
  • Setup: Show option to AI Optimize?
    Checkbox to display the AI Optimize button on the component.
  • Setup: Show Update button on the record edit form?
    Checkbox to display the Update button on the record edit form.
  • Setup: Target Language
    Target language for translation. Can be a static value like "de" or a dynamic expression likeCustomField__c or CustomObject__r.CustomField__c.
  • Setup: Fields to work with
    Fields used for translation or optimization. Enter multiple fields separated by commas.
  • Setup AI: Enter the instructions
    Detailed instructions to guide the AI’s response (e.g., "Generate a ToDo list from a transcript", "Include more Salesforce terminology").
    You can use dynamic placeholders like {{ Name }} or {{ Address.State }}.

Flow Screen Specific Properties:

  • Record ID
    ID of the record used in the flow (e.g., Case or Account).
  • Response: Text
    Output text field populated after AI processing. It is available in the Advanced section.
The picture shows the AI-enhanced record component with options.