---
schema_version: "1"
id: 058147dbc0f2cded8b520527d14cade36ea71491f42d202b7a0b96f2f8609344
title: Standard Prompt Templates
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/prompt_builder_standard_prompt_templates.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.prompt_builder_standard_prompt_templates.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a315268e5f82b56e15860a93f7ff4e147b6d8328be5e551ab848e9b19ef2125f
description: 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.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Standard Prompt Templates

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

<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>

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](https://help.salesforce.com/s/articleView?id=ai.prompt_builder_build_template.htm&release=264.0.0&type=5 "Select the type of prompt template to create based on your use case. Based on the template type, define the resources available for the 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](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

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-turbo
- `temperature`: 1.0
- `frequencyPenalty`: 1.0
- `presencePenalty`: 0.5

## Standard Prompt Templates

These templates are provided by Salesforce for you to clone and modify.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:16.666666666666664%">
          <col style="width:16.666666666666664%">
          <col style="width:16.666666666666664%">
          <col style="width:16.666666666666664%">
          <col style="width:16.666666666666664%">
          <col style="width:16.666666666666664%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d81924e145">Template Name</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d81924e148">Template Type</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d81924e151">Description</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d81924e154">Additional Access Requirements</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d81924e157">Considerations</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d81924e161">Use with Agents</th>
          </tr>
        </thead>
        <tbody>


          <tr class="">
            <td data-label="Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e145 ">Create Slack Canvas Layout for Course Offering</td>

            <td data-label="Template Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e148 ">Course Offering Slack Canvas</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e151 ">Creates the layout for a Slack canvas that displays the syllabus of a course
              offering.</td>

            <td data-label="Additional Access Requirements" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e154 ">Agentforce For Education Cloud, Education Cloud Full Access, Education Cloud
              Advanced Academic Operations for Admin</td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e157 ">None</td>

            <td data-label="Use with Agents" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e161 ">Yes</td>

          </tr>
          <tr class="">
            <td data-label="Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e145 ">Create Slack Canvas Layout for Party Philanthropic Research Profile</td>

            <td data-label="Template Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e148 ">Research Profile Slack Canvas</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e151 ">Creates the layout for a Slack canvas that displays a party philanthropic
              research profile.</td>

            <td data-label="Additional Access Requirements" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e154 ">Agentforce For Fundraising, Fundraising</td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e157 ">None</td>

            <td data-label="Use with Agents" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e161 ">Yes</td>

          </tr>
          <tr class="">
            <td data-label="Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e145 ">Draft Service Replies from Context - Live Chat</td>

            <td data-label="Template Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e148 ">Contextual Service Replies</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e151 ">Determine how Einstein drafts replies from context in Live Chats, when you
              customize the Service Replies prompt templates in Prompt Builder.</td>

            <td data-label="Additional Access Requirements" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e154 ">Einstein for Service add-on or Einstein 1 Edition</td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e157 ">None</td>

            <td data-label="Use with Agents" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e161 ">Not used with agent actions by default.</td>

          </tr>
          <tr class="">
            <td data-label="Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e145 ">Draft Service Replies from Context - Messaging Session</td>

            <td data-label="Template Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e148 ">Contextual Service Replies</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e151 ">Determine how Einstein drafts replies from context in Messaging Sessions, when
              you customize the Service Replies prompt templates in Prompt Builder.</td>

            <td data-label="Additional Access Requirements" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e154 ">Einstein for Service add-on or Einstein 1 Edition</td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e157 ">None</td>

            <td data-label="Use with Agents" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e161 ">Not used with agent actions by default.</td>

          </tr>
          <tr class="">
            <td data-label="Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e145 ">Draft Service Replies with Grounding - Live Chat</td>

            <td data-label="Template Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e148 ">Grounded Service Replies</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e151 ">Determine how Einstein drafts replies with grounding in Live Chats, when you
              customize the Service Replies prompt templates in Prompt Builder.</td>

            <td data-label="Additional Access Requirements" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e154 ">Einstein for Service add-on or Einstein 1 Edition</td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e157 ">None</td>

            <td data-label="Use with Agents" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e161 ">Not used with agent actions by default.</td>

          </tr>
          <tr class="">
            <td data-label="Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e145 ">Draft Service Replies with Grounding - Messaging Session</td>

            <td data-label="Template Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e148 ">Grounded Service Replies</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e151 ">Determine how Einstein drafts replies with grounding in Messaging Sessions,
              when you customize the Service Replies prompt templates in Prompt Builder.</td>

            <td data-label="Additional Access Requirements" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e154 ">Einstein for Service add-on or Einstein 1 Edition</td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e157 ">None</td>

            <td data-label="Use with Agents" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e161 ">Not used with agent actions by default.</td>

          </tr>
          <tr class="">
            <td data-label="Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e145 "><a href="https://help.salesforce.com/s/articleView?id=ind.qocal_extract_product_mentions.htm&amp;language=en_US" target="_blank">Extract Product Mentions</a></td>

            <td data-label="Template Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e148 ">Extract Product Mentions</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e151 ">Identifies and retrieves product-related details from unstructured
              conversations such as Salesforce records, emails, slack messages, or call
              transcripts.</td>

            <td data-label="Additional Access Requirements" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e154 ">Einstein or Agentforce for Sales add-on or Einstein 1 Sales add-on</td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e157 ">None</td>

            <td data-label="Use with Agents" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e161 ">Not used with agent actions by default.</td>

          </tr>
          <tr class="">
            <td data-label="Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e145 ">Get Campus Resources (Beta)</td>

            <td data-label="Template Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e148 ">Student Advising</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e151 ">Get the relevant resources from available campus resources.</td>

            <td data-label="Additional Access Requirements" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e154 ">Agentforce for Education Cloud</td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e157 ">The prompt template must be configured with a custom data retriever based on a
              data model object.</td>

            <td data-label="Use with Agents" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e161 ">
              <p>Used only with agents.</p>
              <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_edu_find_campus_resources.htm&amp;release=264.0.0&amp;type=5" title="Performs a semantic search and finds relevant campus resources to assist an advisor with a student's query.">Education Cloud | Find Campus Resources</a></p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e145 ">Get External Learning Data (Beta) </td>

            <td data-label="Template Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e148 ">External Learning Data</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e151 ">Provides a list of external learning names that match the user's search
              criteria.</td>

            <td data-label="Additional Access Requirements" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e154 ">Agentforce for Education Cloud, Turn on Student Recruitment Agent (Beta),
              Education Cloud for Experience Cloud license UniversalCreditMetering</td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e157 ">Customers can update the prompt template. Customers also need to update the
              prompt with a Custom Data retriever.</td>

            <td data-label="Use with Agents" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e161 ">
              <p>Yes</p>
              <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_ec_get_external_learning_data.htm&amp;release=264.0.0&amp;type=5" title="Retrieves external learning data based on the user's search criteria.">Education Cloud | Get External Learning Data</a></p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e145 ">Get Institution Data (Beta) </td>

            <td data-label="Template Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e148 ">Institution Data</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e151 ">Provides a list of account IDs of institutions that match the user's search
              criteria.</td>

            <td data-label="Additional Access Requirements" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e154 ">Agentforce for Education Cloud, Turn on Student Recruitment Agent (Beta),
              Education Cloud for Experience Cloud license, UniversalCreditMetering</td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e157 ">Customers can update the prompt template. Customers also need to update the
              prompt with a Custom Data retriever.</td>

            <td data-label="Use with Agents" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e161 ">
              <p>Yes</p>
              <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_ec_get_institution_data.htm&amp;release=264.0.0&amp;type=5" title="Retrieves account records that match the institution names provided by the user.">Education Cloud | Get Institution Data</a></p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e145 ">Get Learning Courses (Beta)</td>

            <td data-label="Template Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e148 ">Search Learning Courses</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e151 ">Gets a list of learning courses based on the user’s query.</td>

            <td data-label="Additional Access Requirements" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e154 ">Agentforce for Education Cloud, Access Course Search in Agentforce (Beta), SIS
              enabled, Education Cloud for Experience Cloud license,
              UniversalCreditMetering</td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e157 ">Customers can update the prompt template. Customers also need to update the
              prompt with a Custom Data retriever.</td>

            <td data-label="Use with Agents" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e161 ">
              <p>Yes</p>
              <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_ec_get_learning_courses.htm&amp;release=264.0.0&amp;type=5" title="Use this action to find and retrieve learning courses based on the user’s query.">Education Cloud | Get Learning Courses</a></p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e145 ">Get Learning Programs</td>

            <td data-label="Template Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e148 ">Learning Program</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e151 ">Provides a list of available learning programs that matches the user's search
              criteria.</td>

            <td data-label="Additional Access Requirements" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e154 ">Agentforce for Education Cloud</td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e157 ">None</td>

            <td data-label="Use with Agents" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e161 ">
              <p>Used only with agents.</p>
              <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=sfdo.ec_agent_student_recruitment_agent.htm&amp;language=en_US" target="_blank">Student Recruitment Agent (Beta)</a></p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e145 ">Journey Decisioning Content</td>

            <td data-label="Template Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e148 ">Journey Decisioning</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e151 ">Generate custom message content for each subscriber in a journey or
              flow.</td>

            <td data-label="Additional Access Requirements" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e154 ">Marketing Cloud Next Advanced edition and Marketing Cloud Engagement+</td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e157 ">Uses the Journey Decisioning flow, which calls the Marketing Cloud: Create
              Journey Content invocable action.</td>

            <td data-label="Use with Agents" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e161 ">Used only with the Journey Decisioning agent.</td>

          </tr>
          <tr class="">
            <td data-label="Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e145 ">Journey Decisioning Selection</td>

            <td data-label="Template Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e148 ">Journey Decisioning</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e151 ">Determine the best journey or flow for each subscriber.</td>

            <td data-label="Additional Access Requirements" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e154 ">Marketing Cloud Next Advanced edition and Marketing Cloud Engagement+</td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e157 ">Uses the Journey Decisioning flow, which calls the Marketing Cloud: Select
              Journey invocable action.</td>

            <td data-label="Use with Agents" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e161 ">
              <p>help.salesforce.com </p>
              <p style="margin-bottom:0;">Used only with the Journey Decisioning
                agent.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e145 ">Prepare Donor Meeting Notes</td>

            <td data-label="Template Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e148 ">Donor Meeting Notes</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e151 ">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.</td>

            <td data-label="Additional Access Requirements" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e154 ">Agentforce for Nonprofit and Agentforce for Education</td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e157 ">None</td>

            <td data-label="Use with Agents" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e161 ">
              <p>Yes</p>
              <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=sfdo.fundraising_fundraising_agent_donor_engagement.htm&amp;language=en_US" target="_blank">Fundraising | Donor Engagement
                  Agent</a></p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e145 "><a href="https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_prog_mgmt_participant_management_agent.htm&amp;language=en_US" target="_blank">Prepare Participant Notes</a></td>

            <td data-label="Template Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e148 ">Participant Notes Preparation</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e151 ">Applies formatting and fixes grammatical and spelling errors to transform
              informal meeting notes into interaction documentation. </td>

            <td data-label="Additional Access Requirements" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e154 ">Agentforce for Nonprofits</td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e157 ">None</td>

            <td data-label="Use with Agents" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e161 ">
              <p>Yes</p>
              <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_prog_case_mgmt_prepare_participant_notes.htm&amp;release=264.0.0&amp;type=5" title="Fixes spelling and grammatical errors, applies formatting and best practices from the provided template, and structures the information to highlight key points, decisions, and action items in the notes of a meeting with a participant or client.">Program and Case Management | Prepare Participant Notes</a></p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e145 "><a href="https://help.salesforce.com/s/articleView?id=ind.prog_case_mgmt_prog_mgmt_participant_management_agent.htm&amp;language=en_US" target="_blank">Prepare Participant Summary</a></td>

            <td data-label="Template Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e148 ">Participant Summary</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e151 ">Generates a summary about a participant using the participant record and
              related records.</td>

            <td data-label="Additional Access Requirements" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e154 ">Agentforce for Nonprofits</td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e157 ">None</td>

            <td data-label="Use with Agents" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e161 ">
              <p>Yes</p>
              <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_prog_case_mgmt_prepare_participant_summary.htm&amp;release=264.0.0&amp;type=5" title="Generates a summary about a participant by using the participant record and related records.">Program and Case Management | Prepare Participant Summary</a></p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e145 ">Prioritize Opportunities</td>

            <td data-label="Template Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e148 ">Record Prioritization</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e151 ">Creates a list of prioritized opportunity records based on user instructions or
              the available opportunity data.</td>

            <td data-label="Additional Access Requirements" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e154 ">None</td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e157 ">Uses the Get Opportunity Details flow, which calls the Get Record
              Prioritization Data invocable action.</td>

            <td data-label="Use with Agents" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e161 ">
              <p dir="ltr">Used only with agents.</p>
              <p style="margin-bottom:0;" dir="ltr">
                <a href="https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_prioritize_opportunities.htm&amp;release=264.0.0&amp;type=5" title="Identifies a rep’s top sales opportunities and ranks them in order of priority based on specific instructions provided by the user or available opportunity data. An explanation for each opportunity’s rank is also returned.">Sales | Prioritize Opportunities</a>
              </p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e145 ">Recommend Next Step for Opportunity</td>

            <td data-label="Template Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e148 ">Field Generation</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e151 ">Suggests a Next Step for an opportunity based on related information, such as
              emails, notes, and call transcripts.</td>

            <td data-label="Additional Access Requirements" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e154 ">Agentforce for Sales add-on</td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e157 ">None</td>

            <td data-label="Use with Agents" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e161 ">
              <p>Used only with agents.</p>
              <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_sales_mgmt_suggest_next_step.htm&amp;release=264.0.0&amp;type=5" title="Identifies and suggests a value for the Next Step field on an opportunity. This action is intended for use with Agentforce Pipeline Management.">Sales | Suggest Next Step for Opportunity</a></p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e145 ">Recommend Stage for Opportunity</td>

            <td data-label="Template Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e148 ">Field Generation</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e151 ">Suggests a stage for an opportunity based on related information, such as
              emails, notes, and call transcripts.</td>

            <td data-label="Additional Access Requirements" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e154 ">Agentforce for Sales add-on</td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e157 ">Can’t be cloned or modified.</td>

            <td data-label="Use with Agents" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e161 ">
              <p>Used only with agents.</p>
              <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_sales_mgmt_suggest_stage.htm&amp;release=264.0.0&amp;type=5" title="Identifies and suggests the appropriate stage for an opportunity. This action is intended for use with Agentforce Pipeline Management.">Sales | Suggest Stage for Opportunity</a></p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e145 ">Research Company Competitors</td>

            <td data-label="Template Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e148 ">Record Research</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e151 ">Creates a rich-text summary of a company’s top competitors and the areas in
              which they compete.</td>

            <td data-label="Additional Access Requirements" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e154 ">Einstein for Sales add-on</td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e157 ">Calls the Einstein Search Web Retriever.</td>

            <td data-label="Use with Agents" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e161 ">Not used with agent actions by default.</td>

          </tr>
          <tr class="">
            <td data-label="Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e145 ">Research Company Industry Trends</td>

            <td data-label="Template Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e148 ">Record Research</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e151 ">Creates a rich-text summary of trends within a company’s industry and trends
              that affect their customers.</td>

            <td data-label="Additional Access Requirements" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e154 ">Einstein for Sales add-on</td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e157 ">Calls the Einstein Search Web Retriever.</td>

            <td data-label="Use with Agents" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e161 ">Not used with agent actions by default.</td>

          </tr>
          <tr class="">
            <td data-label="Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e145 ">Research Company Key Performance Indicators</td>

            <td data-label="Template Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e148 ">Record Research</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e151 ">Creates a rich-text summary of a company’s key performance indicators
              (KPIs).</td>

            <td data-label="Additional Access Requirements" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e154 ">Einstein for Sales add-on</td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e157 ">Calls the Einstein Search Web Retriever.</td>

            <td data-label="Use with Agents" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e161 ">Not used with agent actions by default.</td>

          </tr>
          <tr class="">
            <td data-label="Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e145 ">Research Company Overview</td>

            <td data-label="Template Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e148 ">Record Research</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e151 ">Creates a rich-text summary that details a company’s business model, industry,
              revenue, target market, offerings, size, and notable employees.</td>

            <td data-label="Additional Access Requirements" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e154 ">Einstein for Sales add-on</td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e157 ">Calls the Einstein Search Web Retriever.</td>

            <td data-label="Use with Agents" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e161 ">Not used with agent actions by default.</td>

          </tr>
          <tr class="">
            <td data-label="Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e145 ">Research Company Strategic Priorities</td>

            <td data-label="Template Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e148 ">Record Research</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e151 ">Creates a rich-text summary outlining a company’s top strategic
              initiatives.</td>

            <td data-label="Additional Access Requirements" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e154 ">Einstein for Sales add-on</td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e157 ">Calls the Einstein Search Web Retriever.</td>

            <td data-label="Use with Agents" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e161 ">Not used with agent actions by default.</td>

          </tr>
          <tr class="">
            <td data-label="Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e145 ">Research Company Strengths</td>

            <td data-label="Template Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e148 ">Record Research</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e151 ">Creates a rich-text summary of a company’s advantages relative to their
              competitors.</td>

            <td data-label="Additional Access Requirements" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e154 ">Einstein for Sales add-on</td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e157 ">Calls the Einstein Search Web Retriever.</td>

            <td data-label="Use with Agents" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e161 ">Not used with agent actions by default.</td>

          </tr>
          <tr class="">
            <td data-label="Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e145 ">Research Company Weaknesses</td>

            <td data-label="Template Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e148 ">Record Research</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e151 ">Creates a rich-text summary of a company’s weaknesses relative to their
              competitors.</td>

            <td data-label="Additional Access Requirements" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e154 ">Einstein for Sales add-on</td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e157 ">Calls the Einstein Search Web Retriever.</td>

            <td data-label="Use with Agents" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e161 ">Not used with agent actions by default.</td>

          </tr>
          <tr class="">
            <td data-label="Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e145 "><a href="https://help.salesforce.com/s/articleView?id=service.work_summaries_case_prompt_template_customize.htm&amp;type=5&amp;language=en_US" target="_blank">Summarize Case</a></td>

            <td data-label="Template Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e148 ">Case Summary</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e151 ">Determine how Einstein drafts Work Summaries for Case when you customize the
              Summarize Case prompt template in Prompt Builder.</td>

            <td data-label="Additional Access Requirements" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e154 ">Einstein for Service add-on or Einstein 1 Edition</td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e157 ">Uses the Get Case Summary Information flow which calls the Get Case Information
              to Summarize invocable action.</td>

            <td data-label="Use with Agents" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e161 ">Not used with agent actions by default.</td>

          </tr>
          <tr class="">
            <td data-label="Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e145 "><a href="https://help.salesforce.com/s/articleView?id=service.work_summaries_messaging_prompt_template.htm&amp;type=5&amp;language=en_US" target="_blank">Summarize Messaging Session</a></td>

            <td data-label="Template Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e148 ">Work Summary</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e151 ">Determine how Einstein drafts Work Summaries for Enhanced Messaging when you
              customize the Summarize Messaging Session prompt template in Prompt Builder.</td>

            <td data-label="Additional Access Requirements" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e154 ">Einstein for Service add-on or Einstein 1 Edition</td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e157 ">Uses the Get Transcripts for a Messaging Session flow, which calls the Get
              Conversation Transcript for Record invocable action.</td>

            <td data-label="Use with Agents" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e161 ">Not used with agent actions by default.</td>

          </tr>
          <tr class="">
            <td data-label="Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e145 "><a href="https://help.salesforce.com/s/articleView?id=service.work_summaries_voice_prompt_template.htm&amp;type=5&amp;language=en_US" target="_blank">Summarize Voice Call</a></td>

            <td data-label="Template Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e148 ">Work Summary</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e151 ">Determine how Einstein drafts Work Summaries for Voice when you customize the
              Summarize Voice Call prompt template in Prompt Builder.</td>

            <td data-label="Additional Access Requirements" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e154 ">Einstein for Service add-on or Einstein 1 Edition</td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e157 ">Uses the Get Transcripts for a Voice Call flow, which calls the Get
              Conversation Transcript for Record invocable action.</td>

            <td data-label="Use with Agents" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e161 ">Not used with agent actions by default.</td>

          </tr>
          <tr class="">
            <td data-label="Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e145 ">Summarize Advising Case</td>

            <td data-label="Template Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e148 ">Field Generation</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e151 ">Creates a summary of a learner's case record of the Advising case record
              type.</td>

            <td data-label="Additional Access Requirements" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e154 ">Agentforce for Education Cloud or Einstein for Education Cloud</td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e157 ">None</td>

            <td data-label="Use with Agents" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e161 ">
              <p>Yes</p>
              <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_edu_summarize_advising_case.htm&amp;release=264.0.0&amp;type=5" title="Summarizes a student's advising case.">Education Cloud | Summarize Advising Case</a></p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e145 ">&nbsp;</td>

            <td data-label="Template Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e148 ">Philanthropic Research</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e151 ">&nbsp;</td>

            <td data-label="Additional Access Requirements" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e154 ">
              <p style="margin-bottom:0;">Agentforce for Education Cloud, Access Philanthropic Research in Agentforce
                (Beta), UniversalCreditMetering</p>
            </td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e157 ">The prompt template must be configured with a custom data retriever.</td>

            <td data-label="Use with Agents" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e161 ">
              <p>Used only with agents</p>
              <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_npc_fr_summarize_philanthropic_milestones.htm&amp;release=264.0.0&amp;type=5" title="Summarizes the philanthropic milestones related to an account.">Fundraising | Summarize Philanthropic Milestones</a></p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e145 ">&nbsp;</td>

            <td data-label="Template Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e148 ">Philanthropic Research</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e151 ">&nbsp;</td>

            <td data-label="Additional Access Requirements" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e154 ">
              <p style="margin-bottom:0;">Agentforce for Education Cloud, Access Philanthropic Research in Agentforce
                (Beta), UniversalCreditMetering</p>
            </td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e157 ">The prompt template must be configured with a custom data retriever.</td>

            <td data-label="Use with Agents" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e161 ">
              <p>Used only with agents</p>
              <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=ai.agent_ref_npc_fr_summarize_wealth_capacity.htm&amp;release=264.0.0&amp;type=5" title="Summarizes the wealth capacity of a prospect.">Fundraising | Summarize Wealth Capacity</a></p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e145 ">Understand User Intent</td>

            <td data-label="Template Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e148 ">Intent Retrieval</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e151 ">Analyzes the user's conversation to understand intent and get relevant filter
              criteria for product recommendations.</td>

            <td data-label="Additional Access Requirements" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e154 ">None</td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e157 ">None</td>

            <td data-label="Use with Agents" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e161 ">
              <p>Used only with agents.</p>
              <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_persnl_understand_user_intent.htm&amp;release=264.0.0&amp;type=5" title="Understands a user's natural language query to extract their intent, including the item and relevant filter criteria, which results in more personalized recommendations.">Personalization | Understand User Intent</a></p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Template Name" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e145 ">Validate Field Generation Refinements</td>

            <td data-label="Template Type" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e148 ">Field Generation</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e151 ">Limits responses in the field generation panel to content related to the field.
              Off-topic requests are blocked.</td>

            <td data-label="Additional Access Requirements" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e154 ">Agentforce for Sales add-on</td>

            <td data-label="Considerations" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e157 ">This prompt template is available only if the "Validate Field Generation
              Refinements” setting is turned on.</td>

            <td data-label="Use with Agents" class="slds-cell-wrap" style="vertical-align:top;" headers="d81924e161 ">Yes</td>

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

- **[Override a Standard Prompt Template](https://help.salesforce.com/s/articleView?id=ai.prompt_builder_override_standard_template.htm&release=264.0.0&type=5)**  
    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.

#### See Also

- [Change LLM Configurations in Prompt Templates](https://help.salesforce.com/s/articleView?id=ai.prompt_builder_changing_llm_configurations.htm&release=264.0.0&type=5 "Select and optionally modify an LLM configuration for generating outputs in Prompt Builder.")