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            Add a Field Generation Prompt Template to a Lightning Record Page

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            Add a Field Generation Prompt Template to a Lightning Record Page

            Generative AI-enabled fields powered by prompt templates can help users complete their work faster. With a click of a button, your users can quickly populate a record field with useful information, such as a summary of open cases for an account, to facilitate more productive conversations with your customers.

            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 access and run prompt templates outside Prompt Builder: Prompt Template User permission set
            Note
            Note For users to access generative AI-enabled fields in the Salesforce mobile app, you must first enable Dynamic Forms on Mobile.
            1. From Setup, enter App Builder in the Quick Find box, then select Lightning App Builder.
            2. Select an existing Lightning record page, or create a new one.
            3. If you’re creating a new record page, drag a Field Section component or a Record Detail component onto the canvas.
              Use one of these options, but not both.
              • Click the Fields tab and add one or more Field Section components to build your record details and fields from scratch. Then drag fields into the Field Section component.
              • Use a Record Detail component to migrate your page to Dynamic Forms and convert the single block of fields into individual field components. Add the Record Detail component to the page, select it, then click Upgrade Now in the component panel.
            4. If you’re editing an existing record page that’s not already using Dynamic Forms, click the Record Detail component on the canvas, then click Upgrade Now in the property panel.
            5. Click a field on the canvas that supports field generation.
              You can add a field generation prompt to writable text, text area, text area (long), and text area (rich) field types. You can’t add a field generation prompt to read-only fields.
              Add field in Lightning App Builder
            6. In the Einstein Generative AI section of the field properties, select a field generation prompt template to assign to the field.
              Select prompt template
            7. Save and activate the page.
            Note
            Note You must have the Manage Prompt Templates permission to successfully package Lightning pages that reference prompt templates. Without this permission, package creation succeeds, but the prompt template isn’t included in the package.

            See Also

             
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