Salesforce Docs Portal

Set Up Prompt Templates for Compliance

Assign permissions and set up Einstein Generative AI.

Required Editions

Available in: Lightning Experience
Available in: All Industry Clouds, Sales Cloud, Service Cloud View editions availability.
User Permissions Needed
To use Process Compliance Navigator: Compliance User permission set
To use Agentforce: Agent Platform Builder permission
To create and manage prompt templates in Prompt Builder:

Prompt Template Manager permission

AND

Execute Prompt Templates permission
  1. Assign Agentforce and Prompt Template permissions.
  2. Set Up Einstein Generative AI.