How to Create a Field Generation Prompt Template in Salesforce?

Salesforce now lets you use generative AI to automatically fill in fields on Lightning record pages. This feature is called a Field Generation Prompt Template, and it helps users quickly add summaries or descriptions using AI. It’s a great way to make customer conversations more productive and save time on manual writing.

Let’s walk through how to set it up in simple steps.

Steps to Create a Field Generation Prompt Template

Go to Prompt Builder

In Setup, search for Prompt Builder in the Quick Find box.

Click on Prompt Builder.

Click New Prompt Template.

In the dropdown, choose Field Generation as the template type.

Fill in Basic Details

Give your template a name.

Choose the Object that contains the field you want AI to fill (like Account, Case, etc.).

In the next step, add prompt and select one existing record to preview and finally activate the template.

To use this template on a description field on a Lightning record page, Dynamic Forms must be enabled. Enable Dynamic Forms for case object in lightning record page under Lightning App Builder.

Note: Not all objects support Dynamic Forms. Check Salesforce’s list of supported objects.

Now, Choose the Field "Description" in our case and select the prompt template we created just now as shown below.

Save and Activate the lightning record form. 

Now, open one case and you will be able to see the icon   appears on description field as shown below. If you click on icon you will be able to see Einstein in action as shown in second image and the text generated can be used after clicking use button. The text will be added to description field automatically and can be save on case.