---
schema_version: "1"
id: d4e4f764919093a01a6d24c142c2609bbf52bb10aa42140fa0f458a0f9e35df0
title: Configure an Action in 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_configure_action.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.prompt_builder_configure_action.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ddf92f26a97cb01f9fb0aaa0d29346ebeec3e339d8a126044038a5a6773eac62
description: Modify existing actions in Prompt Builder like Flows, Apex or, Retrievers and add them directly to your prompt.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Configure an Action in a Prompt Template

Modify existing actions in Prompt Builder like Flows, Apex or, Retrievers and add them directly to your prompt.

### 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="d68294e73">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d68294e73 ">To create and manage prompt templates in Prompt Builder:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d68294e73 ">
              <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 configure a new action:

1. In the Prompt Builder canvas, type @ and select **Configure Action**, or in **Template Settings**, go to the **Resources** tab and select the plus sign in the Actions section to configure a new action.
2. Select the action type you want to configure.
3. Select the specific action you want to configure to view the action’s metadata.
    
    In the resource picker, retrievers don't show up automatically. To find an available retriever, click **Configure Search +**, then select and configure it.
4. In the Descriptors section, update the action’s label or description as needed.
5. In the Inputs section, provide or update the inputs related to the action.
6. If any changes were made, click **Apply and Insert** to update the action with the new or updated input(s).