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
OR Customize Application permission set |
Before you begin.
- To enable the Block Editor, from Setup, in the Quick Find box, enter Prompt Builder Settings. Then, 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
- From Prompt Builder, open or create a prompt template.
- Position your cursor where you want to add conditional logic.
- Type / (slash) to open the block menu.
- Select Conditional Block or If Statement.
- In the condition field, enter your expression using merge fields and operators. For example, {!Case.Priority} == "High".
-
Add content for the
ifbranch. This content appears when the condition is true. - Optionally, click Add Else If to add additional conditions for more scenarios.
- Optionally, click Add Else to add content when no conditions are true.
- Test your conditional logic using the Preview feature with sample data.
- Click Save.
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