---
schema_version: "1"
id: 33c6a573ff25589afde28912e8a2679f0915d955394d3b7530b8c1f753baa508
title: Create a Field Generation 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_create_field_gen_prompt_template.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.prompt_builder_create_field_gen_prompt_template.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b9ba2d95b6936d26d12e07c6dbc5b0115409af1bd69ea8ad57e6f329266b56e1
description: 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.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# 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

<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="d56281e66">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d56281e66 ">To create and manage prompt templates in Prompt Builder:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d56281e66 ">
              <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>

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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/images/icon_note.png)
        
        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](https://developer.salesforce.com/docs/platform/lwc/guide/migrate-lwc.html). After you finish creating the prompt template, you can enable Dynamic Forms. See [Add a Field Generation Prompt Template to a Lightning Record Page](https://help.salesforce.com/s/articleView?id=ai.prompt_builder_add_field_gen_to_lightning_record_page.htm&release=264.0.0&type=5 "Generative AI-enabled fields powered by prompt templates can help users complete their work faster. With a click of a button, your users can quickly populate a record field with useful information, such as a summary of open cases for an account, to facilitate more productive conversations with your customers.").
    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

- [Add a Field Generation Prompt Template to a Lightning Record Page](https://help.salesforce.com/s/articleView?id=ai.prompt_builder_add_field_gen_to_lightning_record_page.htm&release=264.0.0&type=5 "Generative AI-enabled fields powered by prompt templates can help users complete their work faster. With a click of a button, your users can quickly populate a record field with useful information, such as a summary of open cases for an account, to facilitate more productive conversations with your customers.")
- [Field Generation Prompt Templates in Action](https://help.salesforce.com/s/articleView?id=ai.prompt_builder_templates_in_action_field_gen.htm&release=264.0.0&type=5 "With generative AI-enabled fields, you can get real-time data from across your org without leaving a Lightning page. Generative AI-enabled fields use field generation prompt templates to provide dynamic summaries, descriptions, and more.")
- [Break Up Your Record Details with Dynamic Forms](https://help.salesforce.com/s/articleView?id=platform.dynamic_forms_overview.htm&type=5&language=en_US)