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.
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
OR Customize Application permission set |
- From Setup, in the Quick Find box, enter Prompt Builder, and then select Prompt Builder.
- Click New Prompt Template.
- In the Prompt Template Type dropdown, select Flex.
- Specify your Prompt Template Name.
- (Optional) Add a Description for your prompt template.
-
(Optional) Define a resource by clicking the Add button at the
bottom of the resources list. You can add up to 5 resources. To remove a resource, click
the
button to the right of the object.
-
Define a resource that you want this prompt to use for generating content, as well as
any fields or content types that you want to populate. For each Object, give a
unique Name and API Name.
For example, to create a text message for a customer with an open case, select the Case object, and name it Customer Case
- Use the checkbox under each resource to mark it as required for the prompt template.
- Click Next, and you’re redirected to the Prompt Template Workspace.
-
In the Prompt Template Workspace, create your prompt template, preview it, and see the
LLM’s response.
- In Preview Settings, select an object for each resource. Available options depend on which object you selected on the New Prompt Template page.
- Click Save & Preview, and review the response.