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Prompt Builder Templates Superbadge: Trailhead Help and Troubleshooting Guide

Introduction

This article provides resources to help learners complete hands-on superbadge challenges on Trailhead. It includes challenge-specific resources, troubleshooting techniques, and links to Salesforce documentation and Trailhead learning to support successful completion of these technical assessments. 

About Superbadges

Superbadges assess your understanding and ability to apply key concepts, tools, and methodologies in a hands-on practice environment. These technical assessments bridge the gap between what you’ve learned and how you can apply those skills in real-world scenarios. Completing a superbadge shows your ability to work on Salesforce implementations, demonstrates your expertise, and can help with certification preparation.

 

How Is a Superbadge Different from Other Badges on Trailhead?

Badges help you learn by covering specific topics broken down into units. In some cases, badges provide opportunities for hands-on practice with clear guidance and instructions to follow. Superbadges test what you've learned by presenting the requirements in a narrative format with multiple hands-on challenges to complete. Trailblazers need to complete the challenges by configuring a technical solution in a special Salesforce Developer Edition org. Read more about how the Salesforce Program Agreement applies to superbadges.

 

General Notes

This superbadge is designed for Trailblazers who have foundational knowledge of prompt engineering and the Salesforce Platform. You should be comfortable creating prompt templates in Prompt Builder and understand when AI-powered solutions are the right fit for business needs. You should know the basics of grounding prompts with real-time CRM data, be able to work with different prompt template types (Flex, Field Generation, and Sales Email), and have some foundational experience with flows. If you've completed the recommended learning and are ready to apply these skills to real-world scenarios without step-by-step guidance, you're in the right place! This hands-on challenge takes about an hour to complete and will test your ability to translate business requirements into actionable AI solutions.

Each superbadge includes recommended learning. Completing the recommended learning for each superbadge is the best way to prepare for the superbadge challenges. Many concepts tested in the superbadge are covered in the recommended learning.

Make sure you’re using the org specified to complete the challenges. For this superbadge, Prompt Builder Templates, use this page to sign up for a special Developer Edition org with the configuration you need to pass the challenges.

Check out the Superbadge Challenge Help article for more information on completing superbadges.

 

Accessibility Considerations for This Superbadge

There are no specific accessibility notes for this superbadge. If you encounter accessibility issues with the content, please use the resources provided via the "Question, feedback or help" widget on the superbadge page. 

 

Challenge Resources for Superbadge: Prompt Builder Templates

Inside the Superbadge: Prompt Builder Templates | Salesforce Trailhead Tips
Check out the video below for a high-level overview of superbadges and tips for success on this superbadge. This video explains superbadges and highlights common roadblocks to help you navigate the technical assessment.

Watch the Video: Link to Video.

 

Resources for Completing Challenge 1: Translate Text with a Prompt Template and Record-Triggered Flow

Set Up Prompt Builder 

Einstein is enabled by default in the special org used for this superbadge. You might still see an error message that reads, “Einstein Generative AI must be enabled to work with Prompt Builder templates.” If this happens, toggle Einstein off and then on again. For more information see About Einstein Generative AI.

Prompt Builder setup requires appropriate permissions for the system administrator, including the Prompt Template Manager and Prompt Template User permission sets. For more information see Enable Prompt Builder. 

Do not edit/unselect “Allowed Responses Languages” in the Response Language Settings section of template configuration. If you've made changes already, you'll likely run into challenge errors. If this is the case, delete the Prompt Template and create a new one. 

Create a Template That Translates Text

Update the personal user settings to English. Your org must be configured with English as the user language. For more information see Change Language in Salesforce.

Make sure the template you’re building can work with the Fitness, Contact, and Account objects. Only a Flex template type can accommodate inputs from multiple objects. Delete and recreate any prompt templates with the wrong template type or API name. All three objects must be marked as required inputs. Ensure the prompt template has the correct API name and a description and that the template is active.

When working in the Translate Survey Input template text, replace the text provided in brackets with the appropriate dynamic resource. Remove the placeholder prompt text. For more information see Prompt Builder Key Concepts.

When creating a new Fitness record, if you see an error that the record can't be saved due to the 255-character limit, experiment with the model in your prompt template to find one that responds better to the prompt text and limits the response to 255 characters. For more information see Custom Field Types. 

We highly recommend that you deselect “Enable secure and persistent browser caching to improve performance” in Session Settings. (Be sure not to change the other Session Settings, such as “Lock sessions to the IP address from which they originated.”) For more information, see the Modify Session Security Settings Help article.
Additional context, resources, and links:

Work with the Prompt Template in a Flow

An existing flow called Translate Fitness Survey Input is partially built in the special org environment. If for some reason the flow is deleted, create a new special org to complete this challenge. Each of the challenges in this superbadge are independent of the others, so if you’ve already passed challenge 1, you can start the new org configuration with challenge 2.

The Translate Fitness Survey Input flow already has a Start element and two Get Records elements. The elements and actions in the flow should be in the following order.

  • Start: This flow is triggered whenever a Fitness record is created.
  • Get (Account): Gets the account related to the Fitness record that started the flow.
  • Get (Contact): Gets the contact related to the Fitness record that started the flow.
  • Action: Calls the Translate Survey Input prompt template you created.
  • Update: Makes changes to the Fitness record that started the flow based on the functionality you defined in the Translate Survey Input prompt template.

When working with a Get element, filter by a unique field, such as ID. Otherwise, you can’t guarantee which record’s field values are stored.

The Translate Survey Input action must have the API Name Translate_Survey_Input. We aren’t checking for a description for this action, but we recommend using one.  

Make sure the Translate Survey Input action has values set for the Account, Contact, and Fitness objects. Configure the input values for the action using the following values.

  • Account: Account from Get Account or {!Get_Account}
  • Contact: Contact from Get Contact or {!Get_Contact}
  • Fitness: Triggering Fitness__c or {!$Record}

When adding the Update Records element to the flow, set the field value for Translated_Survey_Input__c using the prompt response output from the Action element you created in the previous step: {!Translate_Survey_Input.promptResponse}.

Review the flow using the debug option in Flow Builder and activate the flow. Then create a Fitness record for Latisha Bryce’s Contact record so the automation runs. The Trailhead assessment engine only validates your work in active flows. You might want to sort all flows by date modified in descending order to see your work in the most recent version. Make sure your most recent changes are in the version that is active.

Additional context, resources, and links:

Resources for Completing Challenge 2: Build an AI-Generated Summary of Related Records

Populate a Field with an AI-Generated Overview

Update the personal user settings to English. Your org must be configured with English as the user language. For more information see Change Language in Salesforce. 

The custom Contact field 'Interest Summary' must be a Rich Text data type with the API Name Interest_Summary__c .

Name the template with API name Summarize_Client_Goals. Make sure the template you’re building can populate a field with a summary or description created by an LLM. Only a Field Generation prompt template brings generative AI-assisted workflows to fields within Lightning record pages. 

If you’ve created the field on the Contact object but can’t see it when working in the prompt template, check that you’ve deselected “Enable secure and persistent browser caching to improve performance”.

When working in the Summarize Client Goals template text, replace the text provided in brackets with the appropriate dynamic resource. 

  • Remove the placeholder prompt text [Related list of all Fitness records]. The prompt text should read “Fitness records: {!$RelatedList:Contact.Fitness__r.Records}”.
  • Remove the placeholder prompt text [Input the contact's first name]. The prompt text should read “Contact first name: {!$Input:Contact.FirstName}”.

Activate the prompt template. 

Additional context, resources, and links:

Test the Prompt Template for the Marketing Team

For users to run the prompt from the Interest Summary custom field, you’ll need to update the Contact page. You can work with any of the Contact Lightning Record Page Layouts to update, activate, and assign as the org default.

Upgrade the record page you’ve selected to Dynamic Forms, then select the field generation prompt template to assign to the custom field. For more information see Quick Start: Dynamic Forms.

When testing the new field, access Robinette Bullman's contact record from the Tranquil Trails app or the Sales app. Keep in mind that the Sales Console app can have a different Contact Lightning Record Page default.
Additional context, resources, and links:

Resources for Completing Challenge 3: Create a Prompt Template for an Engagement Email 
Create the Program Recommendation Prompt Template

Update the personal user settings to English. Your org must be configured with English as the user language. For more information see Change Language in Salesforce. 

To build Sales Email prompt templates, turn on Sales Emails in Setup. If you don’t see Sales Email available as a Template Type, refresh Prompt Builder after enabling this feature. For more information see Set Up Sales Emails.

Name the template with API name Program_Recommendation_Email. Make sure the template you’re building can be used to send emails powered by AI. Only a Sales Email template type can accommodate inputs from multiple objects.

Additional context, resources, and links:

Send AI-Powered Sales Emails

To send sales emails using Einstein generative AI, assign the Einstein Sales Emails Permission Set to the sales user Victoria Bryant.

Navigating to the Tranquil Trails app may be the most convenient way to send an email from the contact record. You might want to adjust the contact email for Robinette Bullman to your own for testing purposes.

If you're not seeing the custom “pre-made instructions” referencing the template you just created, make sure the prompt template is activated, review the note about Session Settings above, then try refreshing the page.

Additional context, resources, and links:

While it’s possible for LLMs to give incorrect or unsuitable responses, the Agentforce Trust Layer works to prevent the use of biased, noninclusive, or discriminatory language. However, checks by coaches sending the emails are still important to guarantee that everything is working as planned. Remind anyone who works with the generated output that all content needs to be reviewed before it goes to clients. 

 

Need More Help? The Trailblazer Community Awaits!

As a reminder, a superbadge is a great way for you to assess your skills and knowledge and work on your problem-solving abilities. You'll get the most value by working hard to figure things out on your own. However, if you get stuck, you're welcome to reach out to the Trailblazer community. You can also help fellow Trailblazers who are stuck in a challenge, just remember that your superbadge org and solutions should never be shared.

 

Related Superbadges

Here are some related superbadges that might be helpful.

 
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