---
schema_version: "1"
id: 4ae0f9674afff6d53144dd70df7d97474ce6de7d32e6a254d610b023724e6b36
title: Understand the Block Editor
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/prompt_builder_understand_block_editor.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.prompt_builder_understand_block_editor.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 061eb286c65d702ffb1e54b3284f5cf70cb54922d1d29a494b3382fbe71b32b3
description: The Block Editor is a visual, block-based canvas for building prompt templates. Add resources, format instructions, apply conditional logic, and rearrange text without writing HTML.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Understand the Block Editor

The Block Editor is a visual, block-based canvas for building prompt templates. Add resources, format instructions, apply conditional logic, and rearrange text without writing HTML.

### 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>

The Block Editor replaces the Classic Editor as the default authoring experience in Prompt Builder. New prompt templates open in the Block Editor. Existing templates stay in the Classic Editor until you convert them.

Review the benefits of the Block Editor.

- See your prompt structure at a glance with visual blocks.
- Add resources through a menu instead of writing merge field syntax.
- Format instructions with headings, lists, bold, italic, underline, and dividers.
- Rearrange, duplicate, or delete sections of your prompt template with Block actions.
- Apply conditional logic so that your prompt template adapts based on record data.

## Compare the Block Editor and the Classic Editor

Use this table to understand the differences between the two editors.

  
| Feature | Block Editor | Classic Editor |
| --- | --- | --- |
| Authoring | Visual, block-based canvas | Plain-text |
| Adding resources | Slash-command menu (/) or @ | Resource picker or typed syntax |
| Text styling | Headings, lists, bold, italic, underline, and dividers | HTML markup |
| Reordering text | Block actions: Move up, Move down, Duplicate, Delete | Cut and paste HTML |
| Conditional logic | Conditional blocks with `if`, `else if`, and `else` | Not supported |
| AI Assist (Beta) | Create a structured prompt from a natural language description | Not available |

![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 Existing templates stay in the Classic Editor until you convert them. To convert a template, click **Convert to Block Editor**. Conversion is one-way. After you convert a template, you can’t return it to the Classic Editor.

## Format Prompt Instructions

Use headings, lists, and text styling to structure prompt instructions so that they’re easier to scan and maintain. Formatting is preserved through save, **Preview**, and generative AI at run time.

- Type #, ##, or ### at the start of a block to convert it to a **Big**, **Medium**, or **Small** heading.
- Select text and use the toolbar, or press **Ctrl+B**, **Ctrl+I**, or **Ctrl+U** (Windows) or **Command+B**, **Command+I**, or **Command+U** (macOS), to apply bold, italic, or underline. Markdown syntax also works as you type: \*\*bold\*\*, \*italic\*, and \_\_underline\_\_.
- Type \- at the start of a block to create a bulleted list. Numbered lists are also supported.
- Type \--- to insert a horizontal divider between sections.
- Pasted Markdown, RTF, or HTML text keeps its formatting when you paste it into the canvas.

#### See Also

- [Author Prompt Templates with the Block Editor](https://help.salesforce.com/s/articleView?id=ai.prompt_builder_author_with_block_editor.htm&release=264.0.0&type=5 "Build and organize prompt templates in the Block Editor. Add resources, format instructions, and rearrange blocks.")
- [Keyboard Shortcuts for the Block Editor](https://help.salesforce.com/s/articleView?id=ai.prompt_builder_keyboard_shortcuts.htm&release=264.0.0&type=5 "Use keyboard shortcuts to insert resources, format text, and edit blocks in the Block Editor.")
- [Use Conditional Logic in Prompt Templates](https://help.salesforce.com/s/articleView?id=ai.prompt_builder_use_conditional_logic.htm&release=264.0.0&type=5 "Create dynamic, context-aware prompt templates using conditional logic in the Block Editor. Add if, else if, and else statements to tailor AI responses based on input variables and grounded data.")