Prompt Template References

Prompt templates are foundational building blocks that power multiple features and automations across your org. A single template can be referenced in multiple flows, agents, or custom code. Without visibility into these dependencies, updating or deleting a template can accidentally break downstream integrations and disrupt critical business processes.

Template References adds important guardrails so you can:

• Understand impact before changes: See everywhere a template is used before you modify, deactivate, or delete the template.
• Prevent breaking changes: Identify dependencies that break if you remove a template.
• Manage the template lifecycle safely: Understand which templates are actively used versus deprecated.
• Plan template updates: Know which dependent components need updates when you change a template's response format.

Key Concepts

Active Templates and Reference Restrictions

• You can't delete a template version that's currently in use and has active references.
• You can't change the response format of an active template if the template has existing references.
• To update a response format, first remove or update all existing references.

References can include:

• Flows: Flows using the Prompt Template action.
• Agents: Agents and subagents referencing the template.
• Other integrations: Other components using the template.

Note Apex classes use direct, hard coded references to prompt templates and must be tracked manually.

Template references are automatically displayed in these scenarios:

• Attempting to delete a template: A references modal shows current references before you can delete the template.
• Attempting to deactivate a template version: A references modal shows current active references before you can deactivate the template version.
• Modifying a template response format: A warning appears if the template has existing references.
• Viewing template dependencies: Some orgs have additional views to see template usage across the org.

• View Template References
  Use Template References to identify where a prompt template is used and safely remove those dependencies before making changes.
• 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.
• Remove a Template Reference in an Agent
  Remove dependencies on a prompt template so you can safely delete or modify the template without breaking other components.
• Remove a Template Reference in an Apex Class
  Remove dependencies on a prompt template so you can safely delete or modify the template without breaking other components.