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Automate Your Business Processes with Salesforce Flow
Template-Triggered Prompt Flows

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Template-Triggered Prompt Flows

Provide data to prompt templates in Prompt Builder with template-triggered prompt flows.

Required Editions

Available in: Lightning Experience
View supported editions.
This feature requires the Einstein for Sales, Einstein for Service, or Einstein Platform add-on. To purchase, contact your Salesforce account executive.

Template-triggered prompt flows aren’t compatible with prompt templates created in Winter ’24.

The template-triggered prompt flow performs dynamic logic and actions to generate output text that’s merged into the associated prompt template’s resolution.

Example
Example You can create a prompt template that explains how to write an invitation email for company events near a contact’s location. The prompt template can trigger a flow that generates a list of company events near the contact. Depending on whether there are matching events in your Salesforce data, the prompt template adds either no events or the list of company events in the prompt template’s resolution.

Flow Builder canvas that shows example of template-triggered prompt flow

See Also

 
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