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            Set Up Prompt Performance Metrics in Prompt Builder (Beta)

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            Set Up Prompt Performance Metrics in Prompt Builder (Beta)

            View prompt template user metrics from Data 360, and track which prompt templates perform best for your customers.

            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
            To manage Prompt Performance Metrics: Data Cloud permission set
            Important
            Important Prompt Performance Metrics is scheduled for retirement in Summer ’26. If you disable this feature, you can’t reenable it. For more information see the knowledge article.
            Note
            Note Prompt Performance Metrics is a pilot or beta service that is subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the Product Terms Directory. Use of this pilot or beta service is at the customer's sole discretion.

            See Also

            Turn on Prompt Builder Usage and Feedback Metrics

            To view usage and feedback metrics, first turn on Prompt Performance Metrics.

            Important
            Important This feature uses Data Cloud Calculated Insights. Turning on this feature increases your credit consumption. To learn more, see Billing Considerations for Audit and Feedback.
            1. Before you begin, make sure that you have set up and configured Data Cloud.
              For Data Cloud setup instructions, see Set Up and Maintain in Salesforce Help.
            2. From Setup, in the Quick Find box, enter Einstein Audit, and then select Einstein Audit, Analytics, and Monitoring Setup.
            3. On the Einstein Audit, Analytics, and Monitoring setup page, verify that Audit and Feedback is on. If not, see Set Up Einstein Generative AI Audit and Feedback.
            4. Confirm that all Audit and Feedback data streams in Data Cloud are actively ingesting data.
              1. From the App Launcher, find and select Data Streams.
              2. Verify that all data streams beginning with GenAI show Success for the Last Run Status.
              3. If a GenAI stream has a Pending status, wait for the status to become Active.
              4. From the App Launcher, find and select Calculated Insights.
              5. Verify that the listed calculated insights are created and in Draft status.
                • Prompt Template Feedback
                • Prompt Template Feedback Reasons
                • Prompt Template Generation Count
                • Prompt Template Version Feedback
                • Prompt Template Version Feedback Reasons
                Note
                Note If you previously disabled any Prompt Builder Calculated Insights, activate it again or you receive an error.
            5. Turn on feedback metrics for prompt templates.
              1. From Setup, in the Quick Find box, enter Einstein Audit, and then select Einstein Audit, Analytics, and Monitoring Setup.
              2. Turn on Prompt Builder Usage and Feedback Metrics (Beta).
            6. Confirm that the Calculated Insights are active.
              1. From the App Launcher, find and select Calculated Insights.
              2. Wait for the status of all Calculated Insights to be active. This takes some time.

            View Prompt Template Feedback Metrics

            View feedback metrics for Prompt Templates

            1. Enter Prompt in the Quick Find box in Setup.
            2. Select Prompt Builder.
              The Prompt Builder list view shows:
              • the total number of times a template generates a prompt response
              • the number of thumbs-up and thumbs-down responses
              Note
              Note If this information isn’t available in Prompt Builder, a banner explains what’s required to show it. An error appears on the Prompt Builder list view until the Calculated Insights activate.

            Considerations

            In earlier releases, enabling Audit and Feedback automatically activated Calculated Insights, which resulted in credit consumption even if Prompt Builder Feedback and Metrics is off.

            In the current experience, Calculated Insights activate only when Prompt Builder Feedback and Metrics is on. If the Audit and Feedback feature was enabled before this change, Calculated Insights may be active in your org.

            If you're not using Prompt Builder Feedback and Metrics, manually turn off these Calculated Insights to stop credit consumption:

            • Prompt Template Feedback
            • Prompt Template Feedback Reasons
            • Prompt Template Generation Count
            • Prompt Template Version Feedback
            • Prompt Template Version Feedback Reasons
             
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