Agentforce and Einstein Generative AI

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Agentforce and Einstein Generative AI

Remove a Template Reference in a Flow

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Remove a Template Reference in a Flow

Remove dependencies on a prompt template so you can safely delete or modify the template without breaking other components.

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

User Permissions Needed

To create and manage prompt templates in Prompt Builder:

Prompt Template Manager permission set

Manage Prompt Templates
Execute Prompt Templates

Customize Application permission set

For each flow listed, from Setup, in the Quick Find box, enter Flows, and then select Flows.
Open the flow.
Locate the Prompt Template action.
Replace the action with a different template, or remove the action.
Click Save, and then click Activate.
Return to Prompt Builder, and then repeat the steps to open the Delete Template modal.
Verify that no references appear.
Delete the template version, or update the template as needed.