Use Field Generation Templates for the Salesforce Mobile App

After your Salesforce admin sets up a field generate prompt template, take additional steps to allow your users to generate content for fields.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Einstein for Sales, Einstein for Service, or Einstein Platform add-ons.
User Permissions Needed
To view Salesforce mobile app settings:

View Setup and Configuration

To modify Salesforce mobile app settings:

Customize Application

  1. Enable dynamic forms on mobile.
  2. Add the prompt template to the Lightning Page.
  3. Activate the Lightning page.