---
schema_version: "1"
id: e81de7f34a9a87c39e6cffe8fd227518f3a49f33000d7c4009d7e0669c72d9f4
title: Author Prompt Templates with the Block Editor
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/prompt_builder_author_with_block_editor.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.prompt_builder_author_with_block_editor.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: dad68de2d425765fdbfc7b809089060f346203d18cba517a37cf92a24d022c35
description: Build and organize prompt templates in the Block Editor. Add resources, format instructions, and rearrange blocks.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Author Prompt Templates with the Block Editor

Build and organize prompt templates in the Block Editor. Add resources, format instructions, and rearrange blocks.

### 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="d34513e69">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d34513e69 ">To create and manage prompt templates in Prompt Builder:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d34513e69 ">
              <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>

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.

1. From Prompt Builder, create a prompt template or open an existing template.
2. If the template is in the Classic Editor, click **Convert to Block Editor**.

Format Prompt Instructions

1. 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.
2. 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\_\_.
3. To create a bulleted list, type \- at the start of a block.
    
    Numbered lists are also supported.
4. To insert a horizontal divider, type \---.

Add Resources and Rearrange Blocks

1. Type / to open the slash-command menu, and then insert merge fields, related lists, flows, Apex, files, or other resources.
2. Type @ to insert a merge field from grounded resources.
3. To rearrange, duplicate, or delete a block, click the Block actions menu.
4. To navigate between blocks, use the up and down arrow keys.
5. To test your template, enter test data, and then click **Preview**.
6. Click **Save**.

#### See Also

- [Understand the Block Editor](https://help.salesforce.com/s/articleView?id=ai.prompt_builder_understand_block_editor.htm&release=264.0.0&type=5 "The Block Editor is a visual, block-based canvas for building prompt templates. Add resources, format instructions, apply conditional logic, and rearrange text without writing HTML.")
- [Keyboard Shortcuts for the Block Editor](https://help.salesforce.com/s/articleView?id=ai.prompt_builder_keyboard_shortcuts.htm&release=264.0.0&type=5 "Use keyboard shortcuts to insert resources, format text, and edit blocks in the Block Editor.")