Join us to learn about the Salesforce Prompt Builder. The Salesforce Prompt Builder is a powerful tool that can help businesses improve customer engagement, reduce support costs, and increase customer satisfaction. Prompt engineering focuses on developing, designing, and optimizing prompts so that the output of LLM aligns with the outcomes you expect. Let’s start our Complete Salesforce Prompt Builder Guide.
What is Prompt?
The prompt is a specific instruction or input provided to an AI model to generate a desired output like text or image. For example, they can generate a personalized email to a customer or analyze customer feedback and extract key insights. But LLMs can’t create great content by themselves. They need some guidance from us in the form of a prompt
What is Salesforce Prompt Builder?
Salesforce Prompts Builder is a way to communicate with a large language model (LLM) and use generative AI, such as ChatGPT, in the backend. A good Salesforce prompt makes a night and day difference in generating relevant and effective output based on your intent.
What is a Prompt Template?
A prompt template is a structured framework or guideline for creating prompts that generate specific responses or outputs, particularly in contexts like artificial intelligence or writing.
Step by Step guide to get Started with Prompt Builder
Follow the three steps below to get started with Prompt Builder.
- Turn on Einstein Setup
- Enable Einstein for Sales
- Assign permission Set
1. Turn on Einstein Setup
The first step is to get to the Einstein set and turn on the Einstein.

2. Enable Einstein for Sales
If you want to use the Sales Email feature, then go to Einstein for sales and turn on Sales Emails.

3. Assign permission Set
Now, you need to assign the respective permission set to users.
- Prompt Template Manager: Manage prompt templates using Prompt Builder and run them using generative AI features.
- Prompt Template User: Run prompt templates using generative AI features.

Build Your First Prompt With Salesforce Prompt Builder
How can you build your first prompt with Salesforce prompt builder? There are different types of prompts you can build in Salesforce.
Different Prompt Template Types

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

1. Field Generation Prompt Template
Field Generation prompt brings generative AI-assisted workflows to custom fields within a Salesforce record. Let’s see how we can configure it.
Create Prompt Templates
Let’s start out Salesforce Prompt Builder Guide with step by step process.
- Go to Prompt Builder from Quick Find. Then click on “New Prompt Template“.

2. Then provide the prompt template details like the below details.

3. Now provide the Prompt. Then, Save and Activate your prompt.

Configure a Field to Connect Field Generation Prompt Templates
Now, it is time to add a prompt template to the case field. To do that, you need to upgrade your page layout to a dynamic form.

Click on the field, then select the prompt template like on the above screen.
Test Your Prompt Template
Now select any case record and try to edit the field. You will see the AI icon next to the field. Click on the same to see the magic.
That will open the Einstine prompt template, which will generate the text for you. You can use the same by using the use button.

Click on the use button to use the auto-generated text.
2. Build a Sales Email Prompt Template
Sales email helps your team draft personalized emails for your customers, products, and events based on record data.
Create Sales Email Prompt Templates
Go to Prompt Builder from Quick Find. Then click on “New Prompt Template“.

Provide all the above details the client on the next
Ground Your Template
Now, it is time to provide the details that you are looking for. Ground your prompt in the Template Workspace.
Add Merge Fields to a Prompt Template
You are a {!$Input:Sender.Title} and your name is {!$Input:Sender.Name} from {!$Input:Sender.CompanyName}. Your prospect is {!$Input:Recipient.Name}, a {!$Input:Recipient.Title}. They are based in {!$Input:Recipient.MailingCity}.
In the email, invite the prospect to attend the event "Floating on Clouds: Toronto Kickoff" on September 18, an event for customers of Cloud Kicks new and old to network and preview upcoming products, in no more than 70 words. Explain to the prospect the possible benefits of attending the event and mention that you would be happy to chat with them further at the event or online if they need more information.

Preview Sales Prompt
You can test your Sales prompt by selecting contact and account. Then click on Preview.

3. Build a Flex Prompt Template
Unlike other prompt templates, Flex template inputs aren’t predefined; instead, you choose them during template creation. In Prompt Builder, you have the option to add up to five inputs to a Flex template.
Go to Prompt Builder from Quick Find. Then click on “New Prompt Template“.

Then, provide your prompt in the prompt template workspace.
Write a detailed product description using this information:
The Account Name is {!$Input:Account_Info.Name}
The Product Info is {!$Input:Asset_Info.Description}
The Contact Info is {!$Input:Contact_Info.Name}
4. Record Summary Template
Creates a rich-text summary for a Salesforce record based on the record’s data. Check the above recording for a step-by-step process for recording a summary template.

Learn more
Best Practices for Designing Effective Prompts
By following these best practices, you can create prompts that lead to richer, more insightful exchanges.
- Be Clear and precise: Clearly define what you want to achieve with your prompt. Avoid vague language to ensure the response aligns with your expectations.
- Include context and directives: Provide background information or examples to help guide the response. This will help readers better understand the topic or task.
- Consider output: Try out your prompts in different scenarios to see how various audiences respond. Based on the feedback and effectiveness, make adjustments.
- Provide an example response: Craft prompts that spark interest and motivation. A well-designed prompt can inspire greater engagement and thoughtfulness in responses.
- Experiment and refine: Don’t hesitate to revise your prompts based on the responses you receive. Continuous improvement can lead to more effective prompts over time.
Summary
Achieve better quality output through better quality input. Prompt templates help streamline the creative content generation process, provide consistency, and ensure that the desired outcomes are clearly communicated. They can be instrumental in tools like Salesforce’s Prompt Builder to enhance productivity and efficiency in automation or content generation tasks.
Is it easy or difficult
Implementation is very easy
Hi Amit,
I don’t see that option under Einstein Generative AI in Production and Sandbox. I have enabled the Einstein Generative AI though.