To create a Record Summary Prompt Template in Salesforce, use Prompt Builder to write a short summary of a record (like an Account or Opportunity) using AI. It helps users quickly understand key details without reading every field.
Here’s a simple step-by-step guide:
Steps to Create a Record Summary Prompt Template
Open Prompt Builder
In Setup, search for Prompt Builder.
Click Prompt Builder → Then click New Prompt Template.
Choose Template Type
Select Record Summary as the template type.
Enter Basic Info
Give your template a Name and Description.
Example:
Name: Case Record Summary Template
Description: This template is used to summarize case record details
In the next step, add prompt and select one existing record to preview and finally activate the template.
Now, let's design a screen flow as shown below.
Image 1:
Image 3:
Case Summary Screen:
Display Element inside Case Summary Screen:
To use this flow on a Lightning record page, add this component to lightning record page under Lightning App Builder for Case object as shown below.
Now, it is time to see the changes in action, open case and view the results as shown below.
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