Salesforce is rapidly evolving with AI-powered features, and one of the most exciting additions is Prompt Builder. Designed to empower admins and developers, Prompt Builder turns you into a prompt engineer without needing to write code. But what exactly is it, and how do you enable it in your org? Let’s dive in.
What Is Salesforce Prompt Builder?
Prompt Builder is one of its most powerful tools. It allows admins and developers to create intelligent, data-driven prompts that communicate directly with large language models (LLMs) like ChatGPT. Whether you're automating service responses or generating sales emails, Prompt Builder puts generative AI at your fingertips.
Why It Matters?
No-code AI integration: Admins can build prompts without writing code.
Data-aware outputs: Prompts can include merge fields from Salesforce records.
Reusable templates: Create once, use across flows, Apex, or screen components.
Preview and test: Simulate outputs before deploying to users.
What Is a Prompt Template in Salesforce?
A Prompt Template in Salesforce is a reusable, structured instruction that guides a large language model (LLM) to generate intelligent, context-aware responses using real-time Salesforce data.
How It Works?
Prompt Templates use merge fields to dynamically pull data from Salesforce records. These fields are written in a special syntax like:
{!$Input:Sender.Name}
{!$Input:Recipient.MailingCity}
Here is one example:
Case Summary for Support Agent
Case {!$Input:Case.CaseNumber} was opened by {!$Input:Contact.Name} regarding {!$Input:Case.Subject}. The customer is located in {!$Input:Contact.MailingCity} and uses {!$Input:Product.Name}. Previous interactions include {!$Input:Case.PreviousComments}. Recommend next steps based on similar resolved cases.
When this runs, Salesforce fills in the blanks with actual data—so the AI knows exactly who’s speaking, who they’re speaking to, and what context to use.
How to Get Started with Salesforce Prompt Builder?
Before you can start building intelligent prompt templates, you need to enable the right Einstein features and assign permissions. Here's a quick 3-step guide to get you up and running:
Turn On Einstein Setup
Go to Setup and search for Einstein Setup. This activates the foundational AI capabilities across your org.
Enable Einstein for Sales
Still in Setup, search for Einstein for Sales and enable it. This unlocks generative AI features like Prompt Builder, Sales Emails, and AI-powered recommendations.
Assign Permission Sets
To access and use Prompt Builder, assign the following permission sets:
Prompt Template Manager – for users who create and manage templates
Prompt Template User – for users who run the templates
You can assign these via:
Setup → Permission Sets → Manage Assignments
Once these steps are complete, you’ll see Prompt Builder available in Setup—and you’re ready to start designing AI-powered templates!
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