Prepare your users to harness the power of Einstein generative AI. Manage who can use
prompt templates with permission sets. Add sales email prompt templates to Einstein for Sales, and
add field generation prompt templates to dynamic fields in pages built with Lightning App
Builder.
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 |
- Add a Sales Email Prompt Template to Einstein Sales Emails
Get ready to add sales email prompt templates from Prompt Builder to your sales team’s toolbox. Turn on Sales Emails in Setup, and then assign a permission set to your sales reps.
- Add a Field Generation Prompt Template to a Lightning Record Page
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.
