---
schema_version: "1"
id: 29e75dce25063c648b49921c02a681e8024c801f60c415b68dc05e38eff30edd
title: Create 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_build_template.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.prompt_builder_build_template.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e501a012df9284bd855d8ab1698cb04c4532aa69a48f4eb9ccbd135ef01aded2
description: 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.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# 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

<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="d182633e63">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d182633e63 ">To create and manage prompt templates in Prompt Builder:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d182633e63 ">
              <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 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](https://help.salesforce.com/s/articleView?id=ai.prompt_builder_standard_template_types.htm&release=264.0.0&type=5 "Learn about the prompt template types available in Prompt Builder.").
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

- [Create a Sales Email Prompt Template](https://help.salesforce.com/s/articleView?id=ai.prompt_builder_create_sales_email_template.htm&release=264.0.0&type=5 "Connect with customers using emails that leverage your customer relationship history and insights. To generate personalized, targeted emails at scale, design a sales email prompt template. Because you can reuse your template for different products and customers, getting an LLM to write your emails saves you time and makes email workflows easier.")
- [Create a Field Generation Prompt Template](https://help.salesforce.com/s/articleView?id=ai.prompt_builder_create_field_gen_prompt_template.htm&release=264.0.0&type=5 "A Field Generation prompt template brings generative AI-assisted workflows to fields within Lightning record pages. Enable your users to populate a field with a summary or description created by an LLM to facilitate more productive conversations with your customers.")
- [Create a Flex Prompt Template](https://help.salesforce.com/s/articleView?id=ai.prompt_builder_create_flex_prompt_template.htm&release=264.0.0&type=5 "For any use case that isn’t covered by the other template types, a flex prompt template type is your solution. Craft a flex prompt template that uses AI to generate content for your unique business cases.")