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Limit Field Generation Responses to Business-Related Activity

By default, field generation follow-up refinement requests aren't validated to ensure relevance to business requests. This means users can make unrelated, non-business requests within the field generation panel, such as "Write a haiku." Use the Validate Field Generation Refinements setting and prompt template to make sure that user follow-up requests stay focused on business use cases and protect your Einstein credits from being spent on unrelated tasks.

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. Turn on the Validate Field Generation Refinements setting.
    1. From Setup, in the Quick Find box, enter Einstein Setup, and then select Einstein Setup.
    2. In the Prompt Builder Settings section, turn on Validate Field Generation Refinements.
      Field generation refinement follow-up responses are then validated using a Salesforce default model.
  2. To customize how field generation responses are refined under this setting, use the Validate Field Generation Refinements prompt template.
    With this prompt template, you can change the model used for response refinement or adjust response parameters to better fit your business needs.
    1. From Setup, in the Quick Find box, enter Prompt Builder, and select Prompt Builder.
    2. Open the Validate Field Generation Refinements template.
    3. Click Save As | Save As a New Version.
    4. Customize the template parameters, model, or prompts as needed.
    5. Save and activate the template.

When the Validate Field Generation Refinements setting is enabled, the Validate Field Generation Refinements prompt template evaluates response refinements for all instances of field generation.

See Also