---
schema_version: "1"
id: 9de590d3bd63382da8c8e6c62fee375ab2de1923fca810baf83159a55d46eb3f
title: Get Policy Insights with Einstein
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/policy_insights_prompt_template.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.policy_insights_prompt_template.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 64a84f3decaac0cb9c04fa4ab4f4811d5dd6b73fb069df0021eac6310355f073
description: Let Einstein use the information generated by your agent actions to create insights into your policies in plain language. Get detailed insights for policy summaries generated with the Get Policy Details Agent Action. Or get one-sentence insights for policy lists generated with the Get Policies by Object and Get Policies by Policy Type Actions.
products:
  - Security
  - Cross Cloud
release: "264"
---
# Get Policy Insights with Einstein

Let Einstein use the information generated by your agent actions to create insights into your policies in plain language. Get detailed insights for policy summaries generated with the Get Policy Details Agent Action. Or get one-sentence insights for policy lists generated with the Get Policies by Object and Get Policies by Policy Type Actions.

### 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: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with the Einstein Platform add-on</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col> <col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">User Permissions Needed</td><td class="slds-cell-wrap" style="vertical-align:top;">&nbsp;</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">To execute actions in Agentforce (Default):</td><td class="slds-cell-wrap" style="vertical-align:top;">Use Agentforce Default Agent</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">To run prompt templates:</td><td class="slds-cell-wrap" style="vertical-align:top;">Execute Prompt Templates</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">To view Policy Center policies:</td><td class="slds-cell-wrap" style="vertical-align:top;">View All Policy Center Policies</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">To create and edit Policy Center policies:</td><td class="slds-cell-wrap" style="vertical-align:top;">Modify All Policy Center Policies</td></tr></tbody></table>

1. From Setup, in the Quick Find box, search for and select **Prompt Builder**. Then click **New Prompt Template**.
2. Under Prompt Template Type, select **Flex**.
    
    ![New prompt template with Policy Insights details](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-data_protection_and_privacy-264-0-0-production-enus/27d1bf87-a47b-491a-8339-f53ef6540aec/data_protection_and_privacy/images/policy_center_flex_template.png)
3. Give your template a name.
    - For detailed summaries that use information generated by the Get Policy Details agent action, we suggest the template name Policy Insights.
    - For short summaries that use information generated by the Get Policies by Object or Get Policies by Policy Type agent actions, we suggest the template name Short Policy Insights.
4. Under Define Sources, enter the name Policy Detail.
5. For Source Type, choose **Free Text**. Then click **Next** to go to the Prompt Template Workspace.
    
    ![Prompt Builder workspace with Policy Insights instructions](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-data_protection_and_privacy-264-0-0-production-enus/27d1bf87-a47b-491a-8339-f53ef6540aec/data_protection_and_privacy/images/policy_center_insights_prompt_builder.png)
6. Add instructions for the LLM that define what to include in the response and conversation guidelines. Our suggested instructions should be updated and modified as you continue to use Einstein to get the best results.
    - For Policy Insights generated from the Get Policy Details agent action, we suggest:
        
        ```
        Take the {!$Input:Policy_Details}, which are the technical details about a data
               security and privacy policy, and rewrite them in simple, easy-to-understand language. The
               explanation should be clear, concise, and accessible to non-technical users. Focus on what
               the policy does, and why it matters, and how it assists the company with security and privacy
               needs. Avoid jargon and use relatable examples when needed. Keep the response engaging,
               reassuring, and straightforward.
        ```
    - For Short Policy Insights generated from the Get Policies by Object or Get Policies by Policy Type agent actions, we suggest:
        
        ```
        Take the {!$Input:Policy_Details}, which are the
               technical details about a data security and privacy policy, and rewrite them in simple,
               easy-to-understand language. The explanation should be clear, concise, and accessible to
               non-technical users. Focus only what the policy does. Avoid jargon and use relatable examples
               when needed. Keep the response engaging, reassuring, and straightforward. The response should
               be no longer than one sentence. The name of the policy should be included as the first words
               of the response in bold text.
        ```
7. To test the Policy Insights prompt template, click **Test Inputs**, then add the policy details previously generated from the Get Policy Details action.
8. To see how your changes to the prompt template impact the LLM response, click **Preview**. See [Review, Revise, and Repeat: Ensure That a Prompt Template Is Effective.](https://help.salesforce.com/s/articleView?id=ai.prompt_builder_review_revise.htm&type=5&language=en_US)
9. When you’re satisfied with the outputs, click **Activate**.
    
    If there are multiple available versions of a template type, Einstein uses the most recently modified active template version when drafting summaries.