To get started with Prompt Builder, customize one of the example prompt templates from the library.
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 |
- Choose an example prompt template in the Prompt Template Library. that’s similar to your use case. Then create a template that has the same field values as the example. For guidance on creating templates, see Create a Sales Email Prompt Template or Create a Field Generation Prompt Template.
- Copy and paste the example template into the Prompt Template Workspace.
- Customize the template and replace the placeholder resource text with real merge fields. You can learn how to build prompt flows in Add Flow Merge Fields Without Data 360 Objects to a Sales Email Prompt Template and Add Flow Merge Fields Without Data Cloud Objects to a Field Generation Prompt Template.
- Save the template, and preview the model’s response.
Review and revise your prompt templates until the LLM produces the responses you want. For tips on how to revise prompts, see Review, Revise, and Repeat: Ensure That a Prompt Template Is Effective.