---
schema_version: "1"
id: ac3076308f17758d54b11528a79832ff4a5f6c4c8982b14874bf96fc6a8f7a85
title: Add a New Action to a Prompt Template
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/prompt_builder_add_new_action.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.prompt_builder_add_new_action.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: fda11178e58f7ffdd8c8bdc81fa81ae84ce75264849b6805dfd48b292804df38
description: Add a new action such as Flow, Apex, or Retriever to a prompt template.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Add a New Action to a Prompt Template

Add a new action such as Flow, Apex, or Retriever to a prompt template.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions with the Einstein for Platform, or Einstein or Agentforce for Sales or Service add-on, or Agentforce Foundations</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d206683e73">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d206683e73 ">To create and manage prompt templates in Prompt Builder:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d206683e73 ">
              <p>Prompt Template Manager permission set</p>
              <ul>
                <li>Manage Prompt Templates</li>

                <li>Execute Prompt Templates</li>

              </ul>
              <p>OR</p>
              <p style="margin-bottom:0;">Customize Application permission set</p>
            </td>

          </tr>
        </tbody>
      </table>

To add a new action to a prompt template:

1. In the Prompt Builder canvas, select one of the following options: type @, click **Insert Resource**, or in Template Settings, select **Resources**.
2. Select the action type.
3. Select the specific action.

#### See Also

- [Add the Search the Web Action to a Prompt Template](https://help.salesforce.com/s/articleView?id=ai.copilot_add_search_the_web_to_prompt_template.htm&release=264.0.0&type=5 "Add the Search the Web data action to a prompt template so your prompt can include current information from the web, such as current events, industry trends, and product information.")