Use standard prompt templates as starting points for typical use cases. You can customize a standard prompt template by copying it. You can override some standard prompt templates to create versions that work in place of the standard version.
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 |
Prompt templates are categorized as pilot, custom, or standard. Pilot templates are only available for a small number of users who were part of the Prompt Builder pilot program. You can’t use pilot templates, but you can use their text in new templates. Custom templates are any templates that you create from scratch using the New Prompt Template button. See Create a Prompt Template.
There are two ways to customize the behavior of a standard template.
- You can use the Save As button to create a custom template based on a standard template.
- If a standard prompt template is overridable, you can create additional versions that work in place of the standard version. Only one version is active at any time, including the original template.
You can deactivate and reactivate a template at any time. If you deactivate the original version of a standard template, your overrides are also inactive.
Important
Standard sales email prompts use hard-coded hyperparameters that aren't copied when using the Save As button to create a template. As a result, new prompt templates created this way can produce different or unexpected results compared to the standard sales email prompt templates. To get results most comparable to the standard sales email prompts, use AI Models (formerly Einstein Studio) to create a Model Configuration with the following parameters:
model: gpt-3.5-turbotemperature: 1.0frequencyPenalty: 1.0presencePenalty: 0.5
Standard Prompt Templates
These templates are provided by Salesforce for you to clone and modify.
| Template Name | Template Type | Description | Additional Access Requirements | Considerations | Use with Agents |
|---|---|---|---|---|---|
| Create Slack Canvas Layout for Course Offering | Course Offering Slack Canvas | Creates the layout for a Slack canvas that displays the syllabus of a course offering. | Agentforce For Education Cloud, Education Cloud Full Access, Education Cloud Advanced Academic Operations for Admin | None | Yes |
| Create Slack Canvas Layout for Party Philanthropic Research Profile | Research Profile Slack Canvas | Creates the layout for a Slack canvas that displays a party philanthropic research profile. | Agentforce For Fundraising, Fundraising | None | Yes |
| Draft Service Replies from Context - Live Chat | Contextual Service Replies | Determine how Einstein drafts replies from context in Live Chats, when you customize the Service Replies prompt templates in Prompt Builder. | Einstein for Service add-on or Einstein 1 Edition | None | Not used with agent actions by default. |
| Draft Service Replies from Context - Messaging Session | Contextual Service Replies | Determine how Einstein drafts replies from context in Messaging Sessions, when you customize the Service Replies prompt templates in Prompt Builder. | Einstein for Service add-on or Einstein 1 Edition | None | Not used with agent actions by default. |
| Draft Service Replies with Grounding - Live Chat | Grounded Service Replies | Determine how Einstein drafts replies with grounding in Live Chats, when you customize the Service Replies prompt templates in Prompt Builder. | Einstein for Service add-on or Einstein 1 Edition | None | Not used with agent actions by default. |
| Draft Service Replies with Grounding - Messaging Session | Grounded Service Replies | Determine how Einstein drafts replies with grounding in Messaging Sessions, when you customize the Service Replies prompt templates in Prompt Builder. | Einstein for Service add-on or Einstein 1 Edition | None | Not used with agent actions by default. |
| Extract Product Mentions | Extract Product Mentions | Identifies and retrieves product-related details from unstructured conversations such as Salesforce records, emails, slack messages, or call transcripts. | Einstein or Agentforce for Sales add-on or Einstein 1 Sales add-on | None | Not used with agent actions by default. |
| Get Campus Resources (Beta) | Student Advising | Get the relevant resources from available campus resources. | Agentforce for Education Cloud | The prompt template must be configured with a custom data retriever based on a data model object. |
Used only with agents. |
| Get External Learning Data (Beta) | External Learning Data | Provides a list of external learning names that match the user's search criteria. | Agentforce for Education Cloud, Turn on Student Recruitment Agent (Beta), Education Cloud for Experience Cloud license UniversalCreditMetering | Customers can update the prompt template. Customers also need to update the prompt with a Custom Data retriever. |
Yes |
| Get Institution Data (Beta) | Institution Data | Provides a list of account IDs of institutions that match the user's search criteria. | Agentforce for Education Cloud, Turn on Student Recruitment Agent (Beta), Education Cloud for Experience Cloud license, UniversalCreditMetering | Customers can update the prompt template. Customers also need to update the prompt with a Custom Data retriever. |
Yes |
| Get Learning Courses (Beta) | Search Learning Courses | Gets a list of learning courses based on the user’s query. | Agentforce for Education Cloud, Access Course Search in Agentforce (Beta), SIS enabled, Education Cloud for Experience Cloud license, UniversalCreditMetering | Customers can update the prompt template. Customers also need to update the prompt with a Custom Data retriever. |
Yes |
| Get Learning Programs | Learning Program | Provides a list of available learning programs that matches the user's search criteria. | Agentforce for Education Cloud | None |
Used only with agents. |
| Journey Decisioning Content | Journey Decisioning | Generate custom message content for each subscriber in a journey or flow. | Marketing Cloud Next Advanced edition and Marketing Cloud Engagement+ | Uses the Journey Decisioning flow, which calls the Marketing Cloud: Create Journey Content invocable action. | Used only with the Journey Decisioning agent. |
| Journey Decisioning Selection | Journey Decisioning | Determine the best journey or flow for each subscriber. | Marketing Cloud Next Advanced edition and Marketing Cloud Engagement+ | Uses the Journey Decisioning flow, which calls the Marketing Cloud: Select Journey invocable action. |
help.salesforce.com Used only with the Journey Decisioning agent. |
| Prepare Donor Meeting Notes | Donor Meeting Notes | Transform informal meeting notes from major giving officers into structured donor relationship records with corrected spelling and grammar. Highlight the meeting summary, donor sentiment, key discussion points, and next steps. | Agentforce for Nonprofit and Agentforce for Education | None |
Yes |
| Prepare Participant Notes | Participant Notes Preparation | Applies formatting and fixes grammatical and spelling errors to transform informal meeting notes into interaction documentation. | Agentforce for Nonprofits | None |
Yes |
| Prepare Participant Summary | Participant Summary | Generates a summary about a participant using the participant record and related records. | Agentforce for Nonprofits | None |
Yes |
| Prioritize Opportunities | Record Prioritization | Creates a list of prioritized opportunity records based on user instructions or the available opportunity data. | None | Uses the Get Opportunity Details flow, which calls the Get Record Prioritization Data invocable action. |
Used only with agents. |
| Recommend Next Step for Opportunity | Field Generation | Suggests a Next Step for an opportunity based on related information, such as emails, notes, and call transcripts. | Agentforce for Sales add-on | None |
Used only with agents. |
| Recommend Stage for Opportunity | Field Generation | Suggests a stage for an opportunity based on related information, such as emails, notes, and call transcripts. | Agentforce for Sales add-on | Can’t be cloned or modified. |
Used only with agents. |
| Research Company Competitors | Record Research | Creates a rich-text summary of a company’s top competitors and the areas in which they compete. | Einstein for Sales add-on | Calls the Einstein Search Web Retriever. | Not used with agent actions by default. |
| Research Company Industry Trends | Record Research | Creates a rich-text summary of trends within a company’s industry and trends that affect their customers. | Einstein for Sales add-on | Calls the Einstein Search Web Retriever. | Not used with agent actions by default. |
| Research Company Key Performance Indicators | Record Research | Creates a rich-text summary of a company’s key performance indicators (KPIs). | Einstein for Sales add-on | Calls the Einstein Search Web Retriever. | Not used with agent actions by default. |
| Research Company Overview | Record Research | Creates a rich-text summary that details a company’s business model, industry, revenue, target market, offerings, size, and notable employees. | Einstein for Sales add-on | Calls the Einstein Search Web Retriever. | Not used with agent actions by default. |
| Research Company Strategic Priorities | Record Research | Creates a rich-text summary outlining a company’s top strategic initiatives. | Einstein for Sales add-on | Calls the Einstein Search Web Retriever. | Not used with agent actions by default. |
| Research Company Strengths | Record Research | Creates a rich-text summary of a company’s advantages relative to their competitors. | Einstein for Sales add-on | Calls the Einstein Search Web Retriever. | Not used with agent actions by default. |
| Research Company Weaknesses | Record Research | Creates a rich-text summary of a company’s weaknesses relative to their competitors. | Einstein for Sales add-on | Calls the Einstein Search Web Retriever. | Not used with agent actions by default. |
| Summarize Case | Case Summary | Determine how Einstein drafts Work Summaries for Case when you customize the Summarize Case prompt template in Prompt Builder. | Einstein for Service add-on or Einstein 1 Edition | Uses the Get Case Summary Information flow which calls the Get Case Information to Summarize invocable action. | Not used with agent actions by default. |
| Summarize Messaging Session | Work Summary | Determine how Einstein drafts Work Summaries for Enhanced Messaging when you customize the Summarize Messaging Session prompt template in Prompt Builder. | Einstein for Service add-on or Einstein 1 Edition | Uses the Get Transcripts for a Messaging Session flow, which calls the Get Conversation Transcript for Record invocable action. | Not used with agent actions by default. |
| Summarize Voice Call | Work Summary | Determine how Einstein drafts Work Summaries for Voice when you customize the Summarize Voice Call prompt template in Prompt Builder. | Einstein for Service add-on or Einstein 1 Edition | Uses the Get Transcripts for a Voice Call flow, which calls the Get Conversation Transcript for Record invocable action. | Not used with agent actions by default. |
| Summarize Advising Case | Field Generation | Creates a summary of a learner's case record of the Advising case record type. | Agentforce for Education Cloud or Einstein for Education Cloud | None |
Yes |
| Philanthropic Research |
Agentforce for Education Cloud, Access Philanthropic Research in Agentforce (Beta), UniversalCreditMetering |
The prompt template must be configured with a custom data retriever. |
Used only with agents |
||
| Philanthropic Research |
Agentforce for Education Cloud, Access Philanthropic Research in Agentforce (Beta), UniversalCreditMetering |
The prompt template must be configured with a custom data retriever. |
Used only with agents |
||
| Understand User Intent | Intent Retrieval | Analyzes the user's conversation to understand intent and get relevant filter criteria for product recommendations. | None | None |
Used only with agents. |
| Validate Field Generation Refinements | Field Generation | Limits responses in the field generation panel to content related to the field. Off-topic requests are blocked. | Agentforce for Sales add-on | This prompt template is available only if the "Validate Field Generation Refinements” setting is turned on. | Yes |
- Override a Standard Prompt Template
You can override some standard prompt templates to create one or more custom versions. Only one version can be active at a time. When you activate a standard prompt template override, it takes the place of the standard version.