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            Field Generation Prompt Templates in Action

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            Field Generation Prompt Templates in Action

            With generative AI-enabled fields, you can get real-time data from across your org without leaving a Lightning page. Generative AI-enabled fields use field generation prompt templates to provide dynamic summaries, descriptions, and more.

            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 access and run prompt templates outside Prompt Builder Prompt Template User permission set
            Note
            Note For users to access generative AI-enabled fields in the Salesforce mobile app, a Salesforce admin must first enable Dynamic Forms on Mobile.
            1. Click Edit icon on a Lightning record page form field.
            2. If the form field is enabled for generative AI, Sparkle icon appears on the field. To generate a draft of the field, click Sparkle icon.
              Generate field generation draft

              If you don't see a generative AI-enabled field icon on a record field (Sparkle icon), then a prompt template isn't supported for that field. If a custom permission set is created for Prompt Builder and field generation templates aren't visible, grant object access to prompt templates. Also, ensure the user has the permissions ExecutePromptTemplate and ManagePromptTemplate.

            3. In the Einstein panel, review the draft that the AI generates.
              Review field generation draft
            4. To add the draft to the field, click Use.
            5. If you’re unsatisfied with the response, send a message that asks Einstein to rewrite the draft. For example, you can ask Einstein to shorten a field description. Einstein supports brief back-and-forth conversations, so if you’re still unsatisfied with the regenerated draft, ask Einstein to revise the draft again.
              Rewrite field generation draft
            6. After you add the draft to the field, review the field again. Edit the field, if desired.
              Save field generation output
              Important
              Important This tool uses generative AI, which is known to include inaccurate or harmful responses. Before using, review the output for accuracy and safety. You assume responsibility for the output when shared.
            7. Save the updated record.
             
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