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            Add Conditional Logic to a Prompt Template (Beta)

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            Add Conditional Logic to a Prompt Template (Beta)

            Use conditional blocks to create dynamic prompts that adapt based on your grounded data.

            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

            Before you begin.

            • To enable the Block Editor, from Setup, in the Quick Find box, enter Einstein Setup.. Then in Prompt Builder Settings, turn on the Conditional Logic for Prompt Templates (Beta) toggle.
            • Identify the merge fields you want to use in your conditions. These fields come from your grounded data sources (objects, flows, or custom resources).

            Add a conditional block

            1. From Prompt Builder, open or create a prompt template.
            2. Position your cursor where you want to add conditional logic.
            3. Type / (slash) to open the block menu.
            4. Select Conditional Block or If Statement.
            5. In the condition field, enter your expression using merge fields and operators. For example, {!Case.Priority} == "High".
            6. Add content for the if branch. This content appears when the condition is true.
            7. Optionally, click Add Else If to add additional conditions for more scenarios.
            8. Optionally, click Add Else to add content when no conditions are true.
            9. Test your conditional logic using the Preview feature with sample data.
            10. Click Save.

            Review tips for writing conditions.

            • Use the @ symbol to insert merge fields from your grounded data.
            • Wrap text values in quotes. For example, {!Account.Type} == "Enterprise".
            • Combine multiple conditions. For example, {!Case.Priority} == "High" and {!Case.Age} > 7.
            • Use parentheses for complex logic. For example, ({!Amount} > 100000) or ({!Stage} == "Closed Won").
            • Test with various data scenarios to ensure your conditions work as expected.

            Review common conditional patterns.

            • Check if a field has a value: If a contact has an email, display it.
            • Compare numbers: Identify high-value opportunities.
            • Check multiple conditions: Prioritize cases based on status and priority.

            See Also

             
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