---
schema_version: "1"
id: 33e2bfc60357487357d3f61c373976030e88a33e153b0feb6cf828497a3d53d1
title: Add an Individual Retriever to a 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_retriever_individual.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.prompt_builder_retriever_individual.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3968e80713baf79e25cc3607639cb808c9566acb74161c2ceb5eaaf43bbd1de7
description: Use individual retrievers in prompt templates to ground your LLM prompts with relevant knowledge. Individual retrievers include retrievers created in AI Models (formerly Einstein Studio) and legacy default retrievers created previously in Data 360.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Add an Individual Retriever to a Prompt Template

Use individual retrievers in prompt templates to ground your LLM prompts with relevant knowledge. Individual retrievers include retrievers created in AI Models (formerly Einstein Studio) and legacy default retrievers created previously in Data 360.

### 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="d127629e69">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d127629e69 ">To create and manage prompt templates in Prompt Builder:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d127629e69 ">
              <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>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d127629e69 ">To create and manage retrievers:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d127629e69 ">Data Cloud permission set</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d127629e69 ">To run prompts with Einstein Search:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d127629e69 ">Data Cloud User permission set</td>

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

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

Note These instructions assume that the individual retriever has been created and configured in AI Models. To learn more, see [Create an Individual Retriever](https://help.salesforce.com/s/articleView?id=data.c360_a_ai_retriever_create.htm&language=en_US).

1. In Prompt Builder, create or edit a prompt template.
2. In the Prompt Template Workspace, click where you want to insert the individual retriever.
3. Type **@** or click **Insert Resource**, click **Retrievers**, and click **Configure Retrievers +**.
4. Select the individual retriever you want to add to the prompt template.
5. Optionally, change retriever settings in the Template Settings side panel.
    1. **Descriptors**: Change the **Label** and **Description** for this retriever in your prompt template.
    2. **Search Text**: Focus your search by specifying additional criteria. Select a resource or specify search text.
    3. **Output Fields**: If available for the selected retriever, select one or more returned fields of data to ground your prompt.
    4. **Number of Results**: If available for the selected retriever, specify the maximum number of retrieved results.
6. Click **Apply and Insert**.
7. Save your work.
8. Test your changes. Preview the prompt template and review the LLM-generated response.