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Create a Field Generation Prompt Template

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.

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
  1. From Setup, in the Quick Find box, enter Prompt Builder, and then select Prompt Builder.
  2. Click New Prompt Template.
    1. In the Prompt Template Type dropdown, select Field Generation.
    2. Specify your Prompt Template Name.
    3. Select an Object containing the field that you want Einstein to populate.
      Note
      Note To add a field generation prompt template to a Lightning record page, you must enable Dynamic Forms, which support most, but not all, standard LWC-enabled objects. For a list of LWC-enabled objects, see LWC Migration for Record Home Pages. After you finish creating the prompt template, you can enable Dynamic Forms. See Add a Field Generation Prompt Template to a Lightning Record Page.
    4. Select an Object Field. This field is the one that you want Einstein to populate.
    5. Optionally, you can write a Description for your prompt template.
  3. Click Create, and you’re redirected to the Prompt Template Workspace.
  4. In the Prompt section, create your prompt template, preview it, and see the LLM’s response.
    1. Click the Preview Settings button.
    2. Under Inputs, search for and select a record. Available options depend on which object you selected on the New Prompt Template page.
    3. In the Configure Response and Display sections, verify that Generate Response, Display Prompt, and Display Resolution are selected or deselected based on what you want to test.
    4. Click Save & Preview, and review the response.

See Also