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Add Flow Merge Fields Without Data Cloud Objects to a Field Generation Prompt Template

Add Flow Merge Fields Without Data Cloud Objects to a Field Generation Prompt Template

Create and preview an example field generation prompt template that uses a flow without Data Cloud objects.

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

Say you want to provide up-to-the-minute summaries of customer cases for a given customer to your company’s sales team before they make customer calls. Create a field generation prompt template that integrates a flow that obtains case data for an LLM to summarize.

Before creating your field generation prompt template, create a Get Open Cases for Account flow that gets a list of open customer cases.

  1. To create the Get Open Cases for Account flow from Flow Builder, see Example of Field Generation Template-Triggered Prompt Flow.
    After the flow is ready, let’s create a new Open Case Summary custom field, and use a preconfigured example prompt template that uses merge fields to generate a summary of open cases for a selected account.
  2. For the Account object, create an Open Case Summary custom field.
    1. In Setup, open the Object Manager.
    2. Select the Account label.
    3. On the left side of the page, click Fields & Relationships.
    4. Click New to create the field.
    5. For Data Type, select Text Area (Long), then click Next.
    6. For Field Label, enter Open Case Summary, then click Next.
    7. On the Establish field-level security page, click Next.
    8. Click Save.
  3. In Prompt Builder, create a prompt template.
    1. For Prompt Template Type, select Field Generation.
    2. For the Prompt Template Name, enter Summarize Open Cases.
    3. For the Object, select Account. Remember that to insert a flow into a prompt template, the flow’s Object must be the same data type as the prompt template’s flow resource.
    4. For the Object Field, select Open Case Summary.
    5. Leave the Description field blank.
    6. Click Create, and you’re redirected to the Prompt Template Workspace.
  4. In the Example Prompt Template Library, find the field generation prompt template “Summarize open cases for an account.” Copy and paste this template into the Prompt Template Workspace.
  5. Before you can run this template in Prompt Builder, in the Prompt section, click Insert Resource. The search field appears the first time you click this option.
  6. Use the search bar to replace the placeholders with real merge fields. Then, add a reference to the Get Open Cases for Account flow that you created.
    1. If you used the example template, delete the <Get_Open_Cases_For_Account__Prompt__Flow> placeholder.
    2. Click Insert Resource and use the search bar to select Flows.
    3. To add the flow to your template, select Get Open Cases for Account.
  7. Run the prompt template and see the LLM-generated summary of open cases.
    1. Click the Preview Settings button.
    2. Under Inputs, search for and select an account name in the Record search bar.
    3. In the Configure Response and Display sections, verify that Generate Response, Display Prompt, and Display Resolution are selected or deselected based on what you want to test.
    4. Click Save & Preview, and review the response.

To create a dynamic Lightning record page that displays your open case summary for an account, see Add a Field Generation Prompt Template to a Lightning Record Page.