---
schema_version: "1"
id: 90c9d92bc34696e06af3268041d3c20b70eddfe1406ef032a3042488fad1d72c
title: Flex Example Templates
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/prompt_builder_flex_example_templates.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.prompt_builder_flex_example_templates.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5ae2930cc8e8244680ec55776e602b77b3597df843658f166402eca8d9b18d1b
description: These example prompt templates cover a few use cases for flex.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Flex Example Templates

These example prompt templates cover a few use cases for flex.

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/images/icon_important.png)

Important The example templates contain placeholder text for prompt template resources. Before previewing the model’s response to an example template, replace each placeholder with a merge field.

## Follow-up Text Message for a Customer Case

Prompt Template Type: Flex

Resource Object: Case

This prompt template contains placeholder text for these merge fields.

- `{!$Customer_Case.Owner.Name`
- `{!$Customer_Case.Contact.Name}`
- `{!$Input:Customer_Case.Description}`
- `{!$Input:Customer_Case.Case_AI_Summary__c}`
- `{!$Input:Customer_Case.Reason}`

![Example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/images/icon_example.png)

Example

```
You’re a Customer Service Agent and your name is {!$Customer_Case.Contact.Name} from Ursa Major Solar. Your recipient is {!$Input:Customer_Case.Contact.Name}.
You’re following up with a customer to ask more about a problem with their order. 
When I ask you to generate a text message, you must strictly follow my instructions below.

Instructions:
"""
Generate a text message. It must be no longer than 60 words.
Use clear, concise, and straightforward language using the active voice and strictly avoiding the use of filler words and phrases and redundant language.
Add the following information to the text message: {!$Input:Customer_Case.Description} {!$Input:Customer_Case.Case_AI_Summary__c} {!$Input:Customer_Case.Reason}
Ask the customer to confirm that this information is accurate.
End the text by offering to assist the customer now.
"""

Now generate the text message to your contact.
```

## Generate a Newsletter

Prompt Template Type: Flex

Resource Object: Product, Product Service Campaign

This prompt template contains placeholder text for these merge fields.

- `{!$Flow:Get_Products_and_Campaigns.Prompt}`

![Example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/images/icon_example.png)

Example

```
You’re a sales representative from GenWatt writing a newsletter to customers about the company's current products and campaigns.  
GenWatt sells widgets and your target customers are young adults with apartments. Our products are more affordable and easier to install than competitors’ products. 
You should get customers interested in a sample of our products and special offers from this month.
When I ask you to create the newsletter, you must strictly follow my instructions below.

Instructions: 
"""
Introduce the product offerings in a newsletter no longer than ten paragraphs.
Use clear and straightforward language using the active voice and strictly avoiding the use of filler words and phrases and redundant language. Be conversational.
Use the following product and campaign information to write the newsletter: {!$Flow:Get_Products_and_Campaigns.Prompt}
Do not attribute any negative traits in the summary.
End with a call to action for readers to look at our website for these offers.
"""

Now create the newsletter.
```

## Draft an Email from an Organization’s Opportunities

Prompt Template Type: Flex

Resource Object: Account

This prompt template contains placeholder text for these merge fields.

- `{!$Organization.Name}`
- `{!$Input:Account.Name}`
- `{!$RelatedList:Account.Opportunities.Records}`
- `{!$RelatedList:Account.Contacts.Records}`

![Example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/images/icon_example.png)

Example

```
You are a sales representative for {!$Organization.Name}. You are assigned Account: {!$Input:Account.Name}. 
Inspect all of the Opportunity records in the set {!$RelatedList:Account.Opportunities.Records}. Figure out which opportunity has the highest amount.
When I ask you to create an email, generate an email specific to that Opportunity. You must strictly follow my instructions below.

Instructions:
"""
Tell the customer that you are very excited to work on that opportunity and close the deal. 
Suggest a telephone call with them in the very near future to determine what it will take to close the deal. 
Address the email to the Contact in {!$RelatedList:Account.Contacts.Records} with the most senior title. Make sure you address it to the person with an 
order of FirstName then LastName.
Write with a friendly and enthusiastic tone.
"""

Now, create an email for this opportunity.
```

## E-Commerce Product Image Verification

Prompt Template Type: Flex

Resource Object: File, Product2

This prompt template contains placeholder text for these merge fields.

- `{!$Product2.Description}`

![Example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/images/icon_example.png)

Example

```
You’re a Product Verification Specialist reviewing product images for an e-commerce listing to ensure they accurately 
represent the item before it’s published. Your recipient is the product manager overseeing the listing. When I ask you to generate a comparison, 
you must strictly follow the instructions below.

Instructions:
"""
Compare the provided product images with the description: {!$Product2.Description}. Ensure the images 
accurately represent the item being listed. Check for any discrepancies in color, size, packaging, and other visible details, and 
flag any image that does not match the description or appears misleading.
"""

Now, generate the comparison for your recipient.
      
```

## Image Verification for Account Relevance

Prompt Template Type: Flex

Resource Object: Account

This prompt template contains placeholder text for these merge fields.

- `{!$Input:Account.Name}`
- `{!$RelatedList:Account.CombinedAttachments.Records}`

![Example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/images/icon_example.png)

Example

```
You're a Business Analyst reviewing the account {!$Input:Account.Name}. You've received a set of images:{!$RelatedList:Account.CombinedAttachments.Records}. 
The files and images show their services and capabilities. Explain all the files in detail, including the types of services provided, equipment repaired, 
and any other relevant information. Then summarize the following details and evaluate if this company is well-suited to solve the problems based on the provided images 
and descriptions. When I ask you to generate a response, provide a summary of your findings and determine whether the company aligns with the client’s needs. You must strictly 
follow my instructions below.
        
Instructions:
""" 
Analyze all the images and files provided, detailing the company's offerings and scope of work. Summarize the key points and assess if the company’s 
capabilities are a good match for solving the client’s specific problems. Write with a clear, concise, and professional tone.
"""
        
Now, generate a response based on this evaluation.
        
      
```

#### See Also

- [Salesforce AI Use Case Library](https://www.salesforce.com/artificial-intelligence/use-cases/)