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Agentforce and Einstein Generative AI

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Agentforce and Einstein Generative AI

Flex Prompt Templates in Action

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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.

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

Because flex templates are so customizable, you can use them in almost any way you want in your org. Enabling them is specific to the use case. For example, a prompt that generates a newsletter using several Product, Campaign, and Event records belongs on a different page than a prompt that generates a text message following up on a Customer Case.

Call a Prompt as an Invocable Action

Work with your Salesforce developer to create an invocable action that calls a prompt template in your org. See Generate a Prompt Response in the Actions Developer Guide.

Use a Prompt in a Flow

Use flex prompts to automate field generation even further with flows. Unlike a field generation prompt template type, there isn’t a human reviewing and editing the generated content before it populates the field, it fills automatically as instructed by the flow.

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