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Add Conditional Logic to a Prompt Template

Use conditional blocks to create dynamic prompt templates that adapt based on your grounded data.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited Editions with the Einstein for Platform, or Einstein or Agentforce for Sales or Service add-on, or Agentforce Foundations
User Permissions Needed
To create and manage prompt templates in Prompt Builder:

Prompt Template Manager permission set

  • Manage Prompt Templates
  • Execute Prompt Templates

OR

Customize Application permission set

Identify the merge fields you want to use in your conditions. These fields come from your grounded data sources, such as objects, flows, or custom resources.

Add a Conditional Block

  1. From Prompt Builder, open or create a prompt template.
  2. Position your cursor where you want to add conditional logic.
  3. Type / to open the slash-command menu.
  4. Select Conditional Block or If Statement.
  5. In the condition field, enter your expression using merge fields and operators. For example, {!Case.Priority} == "High".
  6. Add text for the if branch. This text appears when the condition is true.
  7. Optionally, click Add Else If to add conditions for other scenarios.
  8. Optionally, click Add Else to add text when no conditions are true.
  9. Test your conditional logic with Preview and sample data.
  10. Click Save.

Review tips for writing conditions.

  • Use the @ symbol to insert merge fields from your grounded data.
  • Wrap text values in quotes. For example, {!Account.Type} == "Enterprise".
  • Combine multiple conditions. For example, {!Case.Priority} == "High" and {!Case.Age} > 7.
  • Use parentheses for complex logic. For example, ({!Amount} > 100000) or ({!Stage} == "Closed Won").
  • Test with various data scenarios to make sure that your conditions work as expected.

Review common conditional patterns.

  • Check if a field has a value: If a contact has an email, display it.
  • Compare numbers: Identify high-value opportunities.
  • Check multiple conditions: Prioritize cases based on status and priority.

See Also