---
schema_version: "1"
id: 4a76dcc3796b24356464d7bcdd02f53d48fd07aa6df7b353381cd05dbd0217f0
title: Create a Flex 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_flex_prompt_template.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.prompt_builder_create_flex_prompt_template.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6838c2149c2e6f7ba471f2dc88c984588307764d9ddca1ed84d84113f8cd234c
description: 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.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Create a Flex Prompt Template

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

<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="d155738e66">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d155738e66 ">To create and manage prompt templates in Prompt Builder:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d155738e66 ">
              <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**.
3. In the Prompt Template Type dropdown, select **Flex**.
4. Specify your Prompt Template Name.
5. (Optional) Add a Description for your prompt template.
6. (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 ![Delete Input Source](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/generative_ai/images/prompt_builder_delete_inline.png) button to the right of the object.
7. 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
8. Use the checkbox under each resource to mark it as required for the prompt template.
9. Click **Next**, and you’re redirected to the Prompt Template Workspace.
10. In the Prompt Template Workspace, create your prompt template, preview it, and see the LLM’s response.
    1. In Preview Settings, select an object for each resource. Available options depend on which object you selected on the New Prompt Template page.
    2. Click **Save & Preview**, and review the response.