Prompt Template Types
Learn about the prompt template types available in Prompt Builder.
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 |
| Prompt Template Type | What it Creates |
|---|---|
| Campaign Brief | Content for a campaign brief including name, key message, audience description, and detailed campaign goals. |
| Case Summary | Summary of a Case object including a Summary, Issue, and Resolution. |
| Contextual Service Replies | Customize your context based Service Replies prompt templates for Live Chat and Messaging Sessions. See Customize the Context Based Service Replies Prompt Templates. |
| Contract Analysis | Retrieves key information from contract documents to answer user questions or generate summaries of important clauses and sections. |
| Common Services AI | Content for any business purposes that requires context of current user object and its related fields. Used for enabling Einstein Summary component on the home page. For example, in Salesforce, users can create a prompt that summarises top leads and execute it through Einstein Summary directly at the homepage. This prompt template requires the EinsteinForSvcInovtAddOn add-on. |
| Course Offering Slack Canvas | The Slack canvas layout for a course offering record. |
| Extract Product Mentions | Identifies and retrieves product-related details from unstructured conversations such as emails, slack messages, or call transcripts. This prompt template requires Revenue Cloud and Einstein or Agentforce for Sales add-on or the Einstein 1 Sales add-on. |
| External Learning Data | A list of institutions that matches the user’s search criteria. |
| Field Generation | Content for record fields in Lightning Experience. In Salesforce, users click a button to run this prompt and populate the field with output. See Create a Field Generation Prompt Template and Field Generation Prompt Templates in Action. |
| Flex | Content for any business purposes that other templates don’t cover. Flex prompt templates let you define your own resources. See Create a Flex Prompt Template and Flex Prompt Templates in Action. |
| Grounded Service Replies | Customize your grounded Service Replies prompt templates for Live Chat and Messaging Sessions. See Customize the Grounded Service Replies Prompt Templates. |
| Generate case description | Content for the case description, including key details discussed during the interaction to help support teams understand and resolve the issue. |
| Generate case subject | Content for the case subject line that summarizes the reported issue. |
| Institution Data | A list of account IDs of institutions that match the user's search criteria. |
| Intent Retrieval | Content including the user's relevant conversation history and available filter options, to help the agent understand the user's intent. |
| Journey Decisioning Content | Content for the journey messages that are stored in a data extension for use in Journey Builder in Marketing Cloud Engagement. |
| Journey Decisioning Selection | Content is the subscribers that are sorted into their optimal journeys stored in a data extension for use in Journey Builder in Marketing Cloud Engagement. |
| Knowledge Answers | Customize how Agentforce agents answer questions. See Create a Knowledge Answers Prompt Template and Agentforce Platform | Answer Questions with Knowledge. |
| Participant Notes | Formal and structured client note from raw or bullet pointed meeting notes. |
| Participant Summary | Summary of a participant based on the participant account, the number of days worth of data to include, and records related to the account. |
| Research Profile Slack Canvas | The Slack canvas layout for a party philanthropic research profile record. |
| Record Prioritization | Prioritized records based on user input or available data. Using agents, the record prioritization prompt templates are used by the Prioritize Opportunities standard agent action. |
| Record Research | Summarized research results based on delivered prompt templates or user input. In Salesforce, users click a button on the Account Research component or ask a query of an agent to run this prompt and generate the output. Record research prompt templates use the Einstein Search Web Retriever to perform research. |
| Record Summary | Summarized record data for a comprehensive view of a record. Record summary prompt templates are used by the Summarize Record standard invocable action. Agents use the Summarize Record standard agent action. |
| Sales Emails | Personalized customer email based on record data. See Create a Sales Email Prompt Template and Draft a Sales Email with Einstein Generative AI. |
| Sales Pitch Coaching | Feedback for sales reps based on their transcript from a sales pitch or role play session. |
| Search Learning Courses | A list of recommendations based on record data in response to the user’s query. |
| Security Risk Analysis | Next steps to remediate risks for instances where risks or threats are detected with Salesforce security posture data. |
| Work Summary | Drafts a Summary, Issue, and Resolution in the Wrap Up component at the end of a Voice Call or Messaging Session. See Customize the Summarize Messaging Session Prompt Template and Customize the Summarize Voice Call Prompt Template. |
