---
schema_version: "1"
id: 31c3bffc40a9e44e90c3b3bfba7aab01ea134950ad01bf97ddfe2ca87f0322ea
title: Use Prompt Templates to Generate Record Summaries Example
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/flow_concepts_trigger_prompt_template_capability_example.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.flow_concepts_trigger_prompt_template_capability_example.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c942f437008150c698c733fc54cb22d392adc12d701d6f49c334e6a7c64a8236
description: This example gets a list of open customer cases for a given account, and then integrates this data with a field generation prompt template.
products:
  - Flow Builder
  - Salesforce Platform
release: "264"
---
# Use Prompt Templates to Generate Record Summaries Example

This example gets a list of open customer cases for a given account, and then integrates this data with a field generation prompt template.

### 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;"><a href="https://help.salesforce.com/s/articleView?id=platform.flow_ref_supported_editions.htm&amp;release=264.0.0&amp;type=5" title="Learn about the editions and user interfaces that support Flow Builder. Some Flow Builder features integrate with other Salesforce products that require additional licenses.">View supported editions.</a></td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">This feature requires the Einstein for Sales, Einstein for Service, or Einstein Platform add-on. To purchase, contact your Salesforce account executive.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="vertical-align:top;" id="d123466e74">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d123466e74 ">To open, edit, create, activate or
              deactivate a flow using all flow types, elements, and features available in Flow
              Builder, including Einstein and Agentforce for Flow:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d123466e74 ">Manage Flow</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d123466e74 ">To create and manage prompt templates in Prompt Builder:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d123466e74 ">Prompt Template Manager permission set</td>

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

Let's say you want to provide up-to-the-minute summaries of customer cases for a given customer to your company's sales team before they make customer calls. You want to create a field generation prompt template that integrates a template-triggered prompt flow. The flow obtains case data for an LLM to summarize.

Before creating your field generation prompt template, you create a flow that retrieves a list of open customer cases. For this example, you create the Get Open Cases for Account flow.

1. Turn on Einstein.
    1. From Setup, in the Quick Find box, enter Einstein Setup, and then click **Einstein Setup**.
    2. Turn on Einstein.
2. Open the Flows list view.
    
    - From the Automation app, select the **Flows** tab.
    - From the **Flows** tab in any Lightning app, click the actions menu and select **Open Flow**.
    - From Setup, in the Quick Find box, enter Flows, and then select **Flows**.
    
    Note that the Automation app and Flows tab options don't require Setup access.
3. Create the flow.
    - From the Automation app, click **New** | **Autolaunched** | **Template-Triggered Prompt Flow**.
    - From Setup, click **New Flow** | **Autolaunched** | **Template-Triggered Prompt Flow**.
4. Configure the flow.
    1. Select **Automatic Inputs**.
    2. For Prompt Template Type, select **Field Generation Template**.
        
        Each prompt template type is associated with its prompt template type in Prompt Builder.
    3. For Object, select **Account**.
        
        ![Selected prompt template type and object for the flow in Flow Builder](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/platform_automation/images/flow/flow_concept_promptflow_start.png)
5. Add the Get Records element and configure it.
    1. For Label, enter Get Open Cases.
    2. For Object, select **Case**.
    3. For Condition Requirements, select **All Conditions Are Met (AND)**.
    4. For Field, select **Account ID**.
    5. For Operator, select **Equals**.
    6. For Value, select **Prompt Template Input** then **Account** then **Account ID**.
    7. Click **Add Condition**.
    8. For Field, select **Status**.
    9. For Operator, select **Does Not Equal**.
    10. For Value, select **Closed**.
    11. For How Many Records to Store, select **All Records**.
        
        ![The Get Records element where two conditions are specified and All records is selected under How Many Records to Store.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/platform_automation/images/flow/flow_concept_promptflow_get_cases.png)
6. Add the Decision element and configure it.
    1. For Label, enter Any Cases?
    2. For Select Decision Logic, select **Define Manually (Default)**.
    3. On New Outcome, for Outcome Label, enter Yes.
    4. For Condition Requirements to Execute Outcome, select **All Conditions Are Met (AND)**.
    5. For Resource, select **Cases from Get Open Cases**.
    6. For Operator, select **Is Null**.
    7. For Value, select **False**.
        
        ![Selected field values for the Yes outcome](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/platform_automation/images/flow/flow_concept_promptflow_decision_yes.png)
    8. Click **Default Outcome**.
    9. For Label, delete the text, and enter No.
7. On the No outcome path, add the Add Prompt Instructions element.
    1. For Label, enter: Add Note About No Open Cases.
    2. For Prompt Instructions, enter: There are no open cases..
        
        ![Entered text for prompt instructions field](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/platform_automation/images/flow/flow_concept_promptflow_add_prompt_no.png)
        
        If the flow takes this outcome path, the flow stores this text in the $Output global variable. When the flow finishes, the flow passes the text to the field generation prompt template.
8. On the Yes outcome path, add the Loop element.
    1. For Label, enter Get Each Case.
    2. For Collection Variable, select **Cases from Get\_Open\_Cases**.
        
        ![Selected value for Collection Variable in Loop element](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/platform_automation/images/flow/flow_concept_promptflow_loop.png)
9. On the For Each path, add the Add Prompt Instructions element.
    1. For Label, enter: Add Case Details to Prompt Template.
    2. For Prompt Instructions, enter:
        
        Case details: {!Get\_Each\_Case.Subject}, {!Get\_Each\_Case.Description}.
        
        ![Entered text for prompt instructions field](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/platform_automation/images/flow/flow_concept_promptflow_add_prompt_case_info.png)
        
        If the flow takes this outcome path, the merge fields are replaced with Salesforce data such as the subject and description text for a case. The flow stores the prompt instructions text in the $Output global variable. Each time the flow runs the Add Prompt Instructions element, the text is appended to existing text in the $Output global variable. It can contain details about multiple cases. When the flow finishes, the flow passes the text that's stored in the $Output global variable to the field generation prompt template.
10. Click **Save**.
    
    1. For Flow Label, enter: Get Open Cases for Account.
    2. Click **Save**, and then click **Activate**.
    
    ![Flow Builder canvas that shows complete flow](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/platform_automation/images/flow/flow_concept_promptflow_canvas_complete.png)

Now that you completed the flow, you create a field generation prompt template in Prompt Builder. You add the flow to the prompt template. When you preview the prompt template in Prompt Builder, it triggers the flow to run, and the flow sends its prompt instructions to the prompt template. See [Create a Prompt Template](https://help.salesforce.com/s/articleView?id=ai.prompt_builder_build_template.htm&language=en_US)

#### See Also

- [Add Prompt Instructions Element](https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_add_prompt.htm&release=264.0.0&type=5 "Provide data in the form of prompt instructions that are merged into a prompt template in Prompt Builder. This element is available only in template-triggered prompt flows.")
- [Global Variables Resource](https://help.salesforce.com/s/articleView?id=platform.flow_ref_resources_global_variables.htm&release=264.0.0&type=5 "System-provided variables store information that can be referenced throughout a flow. For example, it can contain information about the Salesforce org, flow, running user, or triggering record.")
- [Transform Data in a Flow](https://help.salesforce.com/s/articleView?id=platform.flow_build_logic_transform.htm&release=264.0.0&type=5 "Automate how you transform data between Salesforce and an external system using the Transform element. You can create mappings between the source and target data, or set fixed values for the target data.")