Flex prompt templates are specific to your use cases, so call them wherever you need
them in your org. Build custom UI or use REST API to call them with an invocable
action.
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 |
Because flex templates are so customizable, you can use them in almost any way you want in your
org. Enabling them is specific to the use case. For example, a prompt that generates a newsletter
using several Product, Campaign, and Event records belongs on a different page than a prompt that
generates a text message following up on a Customer Case.
Call a Prompt as an Invocable Action
Work with your Salesforce developer to create an invocable action that calls a prompt template
in your org. See Generate a Prompt Response in the
Actions Developer Guide.
Use a Prompt in a Flow
Use flex prompts to automate field generation even further with flows. Unlike a field
generation prompt template type, there isn’t a human reviewing and editing the generated content
before it populates the field, it fills automatically as instructed by the flow.
