Prompt Builder

Simplify your users’ daily tasks by integrating generative-AI moments powered by prompt templates into their workflow. Create, test, revise, customize, and manage prompt templates that incorporate your CRM data from merge fields that reference record fields, flows, related lists, and Apex. Prompt Builder helps you to make effective prompts that safely connect you and your data with LLMs.

Create different types of prompt templates in Prompt Builder.

• A Sales Email prompt template helps your sales team to draft personalized emails for a contact or a lead.
• A Field Generation prompt template brings generative AI-assisted workflows to fields within Lightning record pages. Enable your users to populate a field with a summary or description created by an LLM to facilitate more productive conversations with your customers.
• A Flex prompt template takes a variable number of inputs of different object types. This flexibility opens up a wide array of possibilities, such as generating a newsletter based on product and campaign objects.

Call a prompt template through an invocable action anywhere on the Salesforce Platform or by using the Connect REST API or Connect in Apex.

Assign the Prompt Template Manager permission set to Salesforce admins who create and manage prompt templates in Prompt Builder.