Build and organize prompt templates in the Block Editor. Add resources, format instructions, and rearrange blocks.
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
OR Customize Application permission set |
New prompt templates open in the Block Editor. Existing templates stay in the Classic Editor until you convert them. Conversion is one-way. After you convert a template, you can’t return it to the Classic Editor.
Pasted Markdown, RTF, or HTML text keeps its formatting when you paste it into the canvas.
- From Prompt Builder, create a prompt template or open an existing template.
- If the template is in the Classic Editor, click Convert to Block Editor.
Format Prompt Instructions
-
To add a heading, type #, ##, or
### at the start of a block, and then press
Enter.
The block converts to a Big, Medium, or Small heading.
-
To apply bold, italic, or underline, select text, and then use the toolbar or press
Ctrl+B, Ctrl+I, or
Ctrl+U (Windows) or Command+B,
Command+I, or Command+U
(macOS).
Markdown syntax also works as you type: **bold**, *italic*, and __underline__.
-
To create a bulleted list, type - at the start of a
block.
Numbered lists are also supported.
- To insert a horizontal divider, type ---.
Add Resources and Rearrange Blocks
- Type / to open the slash-command menu, and then insert merge fields, related lists, flows, Apex, files, or other resources.
- Type @ to insert a merge field from grounded resources.
- To rearrange, duplicate, or delete a block, click the Block actions menu.
- To navigate between blocks, use the up and down arrow keys.
- To test your template, enter test data, and then click Preview.
- Click Save.