Prompt Templates Types in Salesforce

The Salesforce Prompt Builder is a powerful tool that can help businesses improve customer engagement, reduce support costs, and increase customer satisfaction. You can build different types of prompts in Salesforce. Each type of prompt serves a specific purpose and can enhance user experience by providing clarity, support, and efficiency within Salesforce applications.

Prompt Templates Types in Salesforce

Here are some standard Prompt Templates Types in Salesforce. Learn about the prompt template types available in Prompt Builder.

1. Sales Email: help your team draft truly personalized emails for your customers, products, and events based on record data.
2. Field Generation: bring generative AI-assisted workflows to custom fields within a Salesforce record page.
3. Flex Templates: generate content for business purposes not covered by other prompt template types, allowing you to define your own resources.
4. Record Summary: creates a rich-text summary for a Salesforce record based on the record’s data.
5. Knowledge Answers: Customize how Agentforce agents answer questions.

Learn more about different templates.

Check the Ultimate Salesforce Prompt Builder Guide to learn about each prompt type in detail.

Prompt Builder Limits

Prompt templates have these numerical limits.