How Users Work with a Prompt Template

As a Salesforce administrator, you configure prompt templates to make tasks easier for your users. This section explains how your users can apply these prompt templates to write emails, generate case summaries, complete text form fields, and more.

• Give Users Access to a Prompt Template
  Prepare your users to harness the power of Einstein generative AI. Manage who can use prompt templates with permission sets. Add sales email prompt templates to Einstein for Sales, and add field generation prompt templates to dynamic fields in pages built with Lightning App Builder.
• Build and Manage Lightning Types for Prompt Templates
  Use Lightning Types to define and manage structured output schemas for prompt templates. Lightning types are reusable definitions that Prompt Builder references at run time to enforce the response structure.
• Sales Email Prompt Templates in Action
  Einstein generative AI helps you draft a personalized email. Your org’s custom sales email prompt templates automatically appear as options in the Lightning Experience email composer. Before you send an Einstein Sales Email, review the email draft and edit it, if needed.
• Field Generation Prompt Templates in Action
  With generative AI-enabled fields, you can get real-time data from across your org without leaving a Lightning page. Generative AI-enabled fields use field generation prompt templates to provide dynamic summaries, descriptions, and more.
• Flex Prompt Templates in Action
  Flex prompt templates are specific to your use cases, so call them wherever you need them in your org. Build custom UI or use REST API to call them with an invocable action.
• Integrate Prompt Templates with Salesforce Features
  You can call a prompt template through an invocable action anywhere on the Salesforce Platform or by using the Connect REST API or Connect in Apex.
• Set Up Prompt Performance Metrics in Prompt Builder (Beta)
  View prompt template user metrics from Data 360, and track which prompt templates perform best for your customers.
• Use Structured Outputs to Format Model Responses
  Structured Output in Prompt Builder ensures models return responses in a consistent JSON or HTML format, improving reliability for workflows, integrations, and UI rendering.