What should a business configure to obtain AI-generated responses with the latest account balances from Salesforce records?

The most effective way for a business to obtain AI-generated responses that include the latest account balances from Salesforce records is to configure CRM Data Grounding with Account record fields. This method ensures that the AI can access real-time and relevant data directly from the Salesforce system, allowing it to generate accurate and contextually appropriate responses based on the most current account information.

Utilizing CRM Data Grounding specifically leverages the existing structure of Salesforce records, providing the AI with the fields it needs to fetch relevant data, such as account balances. This enables the AI to offer personalized responses to customer inquiries, enhancing the overall customer experience with up-to-date information tailored to each client's specific needs.

The other options do not facilitate the integration of dynamic Salesforce data in generated responses. Generating responses without access to Salesforce data would lead to outdated or inaccurate information. Using a static FAQ document could provide general information, but it lacks the specificity and real-time accuracy that actual account balances would require. Disabling AI-generated responses for sensitive data may be prudent in some cases, but it would not aid in delivering the needed real-time account information and could limit the usefulness of AI in customer interactions.