---
schema_version: "1"
id: 19c3b79eb8227f6f7c2dda461b39e83bc31c26cf6e98c3a3d95afc6416dd808d
title: Prompt Builder
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/prompt_builder_intro.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.prompt_builder_intro.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 12e7b42b0fb63daec780c4b2b1aff6bf07a664817f1bc544396a9cc4f7ccd6cc
description: Use Prompt Builder to build, customize, and manage AI prompt templates that incorporate your CRM data to power generative AI features and Agentforce agents.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Prompt Builder

Use Prompt Builder to build, customize, and manage AI prompt templates that incorporate your CRM data to power generative AI features and Agentforce agents.

### Required Editions

![Prompt Builder Banner](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_map_banner.png)

<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 ">
      <colgroup>
        <col style="width:6.5420560747663545%">
        <col style="width:93.45794392523365%">
      </colgroup>
      <tbody>
        <tr class="">
          <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
            <div>
              <img src="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_map_icon_1.png" alt="1 - Get Started with Prompt Templates">
            </div>
          </td>

          <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
            <p>
              <strong>Get Started with Prompt Templates</strong>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/generative_ai/images/gen_ai_icon_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=ai.prompt_builder_template_ingredients.htm&amp;release=264.0.0&amp;type=5" title="When you start to build your own prompt templates, it can feel intimidating. Like all new skills, designing great prompts requires some experimentation and practice. To guide your prompt design, it’s helpful to start with the key components of every effective prompt template. Like a good recipe, these “ingredients” work together to help large language models (LLMs) generate accurate and consistent responses.">Ingredients of a Prompt Template</a>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/generative_ai/images/gen_ai_icon_trailhead.png" alt="Trailhead icon"></span>
              <a href="https://trailhead.salesforce.com/en/content/learn/modules/prompt-fundamentals" target="_blank">Prompt Fundamentals</a>
            </p>
            <p style="margin-bottom:0;">
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/generative_ai/images/gen_ai_icon_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=ai.prompt_builder_get_to_know.htm&amp;release=264.0.0&amp;type=5" title="Prompt Builder features a guided, visual layout that takes you through each stage of your prompt’s lifecycle, from creation, to testing, and activation.">Get to Know Prompt Builder</a>
            </p>
          </td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
            <div>
              <img src="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_map_icon_2.png" alt="2 - Customize a Standard Template">
            </div>
          </td>

          <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
            <p>
              <strong>Customize a Standard Template</strong>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/generative_ai/images/gen_ai_icon_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=ai.prompt_builder_enable.htm&amp;release=264.0.0&amp;type=5" title="Enable Einstein in your organization and assign users the appropriate permission set to use Prompt Builder.">Enable Prompt Builder</a>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/generative_ai/images/gen_ai_icon_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=ai.prompt_builder_standard_template_types.htm&amp;release=264.0.0&amp;type=5" title="Learn about the prompt template types available in Prompt Builder.">Prompt Template Types</a>
            </p>
            <p style="margin-bottom:0;">
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/generative_ai/images/gen_ai_icon_trailhead.png" alt="Trailhead icon"></span>
              <a href="https://trailhead.salesforce.com/en/content/learn/modules/prompt-builder-basics" target="_blank">Prompt Builder Basics</a>
            </p>
          </td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
            <div>
              <img src="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_map_icon_3.png" alt="3 - Build a Custom Prompt Template">
            </div>
          </td>

          <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
            <p>
              <strong>Build a Custom Prompt Template</strong>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/generative_ai/images/gen_ai_icon_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=ai.prompt_builder_best_practices.htm&amp;release=264.0.0&amp;type=5" title="Learn the best practices for building effective prompt templates.">Best
                Practices for Building Prompt Templates</a>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/generative_ai/images/gen_ai_icon_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=ai.prompt_builder_ground_template.htm&amp;release=264.0.0&amp;type=5" title="With Prompt Builder, you can dynamically ground prompt templates with CRM data using merge fields.">Ground Prompt Templates with Salesforce Resources</a>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/generative_ai/images/gen_ai_icon_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=ai.prompt_builder_use_example_library.htm&amp;release=264.0.0&amp;type=5" title="To get started with Prompt Builder, customize one of the example prompt templates from the library.">Use Example Prompt Templates</a>
            </p>
            <p style="margin-bottom:0;">
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/generative_ai/images/gen_ai_icon_trailhead.png" alt="Trailhead icon"></span>
              <a href="https://trailhead.salesforce.com/en/content/learn/projects/quick-start-prompt-builder" target="_blank">Quick Start: Prompt Builder</a>
            </p>
          </td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
            <div>
              <img src="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_map_icon_4.png" alt="4 - Monitor and Improve Prompt Templates">
            </div>
          </td>

          <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
            <p>
              <strong>Monitor and Improve Prompt Templates</strong>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/generative_ai/images/gen_ai_icon_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=ai.prompt_builder_how_users_work_with_templates.htm&amp;release=264.0.0&amp;type=5" title="As a Salesforce administrator, you configure prompt templates to make tasks easier for your users. This section explains how your users can apply these prompt templates to write emails, generate case summaries, complete text form fields, and more.">How Users Work with a Prompt Template</a>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/generative_ai/images/gen_ai_icon_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=ai.prompt_builder_evaluate_response.htm&amp;release=264.0.0&amp;type=5" title="When you preview a generated response, evaluate how well the response meets the goals of the prompt. Make sure that the response is factually accurate and doesn’t contain harmful content or bias.">Evaluate the Quality of a Response</a>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/generative_ai/images/gen_ai_icon_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=ai.prompt_builder_prompt_template_output_languages.htm&amp;release=264.0.0&amp;type=5" title="You can configure the languages that a prompt template can use in its output. Languages that you select appear in the Preview Language picklist in the Prompt Builder workspace.">Prompt Template Output Languages</a>
            </p>
            <p style="margin-bottom:0;">
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/generative_ai/images/gen_ai_icon_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=ai.prompt_builder_give_users_access.htm&amp;release=264.0.0&amp;type=5" title="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.">Give Users Access to a Prompt Template</a>
            </p>
          </td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
            <div>
              <img src="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_map_icon_5.png" alt="5 - Power Agents with Prompt Templates">
            </div>
          </td>

          <td class="slds-cell-wrap" style="text-align:left;vertical-align:top;">
            <p>
              <strong>Power Agents with Prompt Templates</strong>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/generative_ai/images/gen_ai_icon_trailhead.png" alt="Trailhead icon"></span>
              <a href="https://trailhead.salesforce.com/content/learn/modules/einstein-copilot-basics" target="_blank">Agents and Agentforce Basics</a>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/generative_ai/images/gen_ai_icon_video.png" alt="Video icon"></span>
              <a href="https://www.youtube.com/watch?v=E-6yhYx_AZk" target="_blank">Prompt Builder in Action</a>
            </p>
            <p>
              <a name="prompt_builder_intro__image_tcp_5bz_mdc"><!-- --></a><span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" id="prompt_builder_intro__image_tcp_5bz_mdc" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/generative_ai/images/gen_ai_icon_help.png" alt="Help icon"></span>
              <a href="https://admin.salesforce.com/blog/2024/mastering-prompt-builder-and-flow-builder-unleashing-agent-actions-for-success" target="_blank">Unleashing Invocable Actions for Success</a>
            </p>
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/generative_ai/images/gen_ai_icon_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=ai.prompt_builder_answer_questions_with_knowledge.htm&amp;release=264.0.0&amp;type=5" title="Enable agents to answer questions using the Answer Questions with Knowledge prompt template in Prompt Builder. Specify what information Einstein includes, or adjust the voice and tone so that answers fit your business needs.">Create an Answer Questions with Knowledge Prompt Template</a>
            </p>
            <p style="margin-bottom:0;">
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ai-generative_ai-264-0-0-production-enus/f8ef6498-d7b2-44e3-9b34-ffd5a850aae9/generative_ai/images/gen_ai_icon_help.png" alt="Help icon"></span>
              <a href="https://help.salesforce.com/s/articleView?id=ai.prompt_builder_batch_processing.htm&amp;release=264.0.0&amp;type=5" title="Generate large numbers of prompt responses asynchronously by using Flow and Apex.">Prompt Template Batch Processing</a>
            </p>
          </td>

        </tr>
      </tbody>
    </table>