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            Override a Standard Prompt Template

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            Override a Standard Prompt Template

            You can override some standard prompt templates to create one or more custom versions. Only one version can be active at a time. When you activate a standard prompt template override, it takes the place of the standard version.

            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

            Overridable standard prompt templates are indicated in the Category column of the list of all prompt templates. You can create a new version of an overridable template using the Save As button in the prompt template workspace. If a standard template isn’t overridable, you can instead copy it and create a custom template.

            When you activate a custom version of a standard prompt template, it’s available in the list of standard templates and uses the same name as the standard version. If you deactivate an active custom version, no version is active until you choose a version to make active.

            1. To override a standard prompt template in the prompt template workspace, click Save As and select Save as a New Version. The new version becomes available in the Versions menu.
            2. To activate a version, select it from the Versions menu and click Activate.
             
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