Loading
Upcoming Mandatory Changes to Public Key Infrastructure (PKI)Read More
Salesforce Enforces New Security Requirements in Summer 2026Read More
Agentforce and Einstein Generative AI
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Add a Prompt Template as an Action

            You are here:

            1. Salesforce Help
            2. Docs
            3. Quickstart Your Einstein Generative AI Solution

            Add a Prompt Template as an Action

            Add a prompt template as an action within another prompt template to reuse logic and incorporate its output into your prompt. Invoke one prompt template from another to build consistent, modular prompt workflows.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Unlimited Editions with the Einstein for Platform, or Einstein or Agentforce for Sales or Service add-on, or Agentforce Foundations
            User Permissions Needed
            To create and manage prompt templates in Prompt Builder:

            Prompt Template Manager permission set

            • Manage Prompt Templates
            • Execute Prompt Templates

            OR

            Customize Application permission set

            Before you begin, make sure that the prompt template you want to use as an action is active and that it has the required inputs configured.

            1. In Prompt Builder, open an existing prompt template or create one.
            2. In the Resources panel, click Add.
            3. Select Prompt Template as the action type.
            4. Select an active prompt template from the list.
            5. Click Add. Configure the prompt template action to use the specified inputs when the prompt runs.

            See Also

             
            Loading
            Salesforce Help | Article