Salesforce Docs Portal

Create a Prompt Template

Select the type of prompt template to create based on your use case. Based on the template type, define the resources available for the template.

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

To create a prompt template:

  1. To open Prompt Builder from Setup, in the Quick Find box, enter Prompt Builder, and then select Prompt Builder.
  2. Click New Prompt Template.
  3. Select a Prompt Template Type to match your use case. For more information, see Prompt Template Types.
  4. Enter a Prompt Template Name.
  5. Optionally, enter a Template Description. This description is displayed in the list of prompt templates and can be useful to distinguish prompt templates as you add more.
  6. The remaining fields on the page differ depending on the prompt template type that you selected.
  7. Click Next, and you’re redirected to the Prompt Template Workspace. The Prompt Template Workspace is where you add the details for your prompt template. You can write a template from scratch or copy and paste an example template as a starting point.

See Also