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            View Template References

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            1. Salesforce Help
            2. Docs
            3. Quickstart Your Einstein Generative AI Solution

            View Template References

            Use Template References to identify where a prompt template is used and safely remove those dependencies before making changes.

            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
            1. From Setup, in the Quick Find box, enter Prompt Builder, and then select Prompt Builder.
            2. In the Prompt Templates list view, locate the template that you want to review.
            3. Click the actions menu, and then select Delete Template.
            4. Review the references modal to see all the components that use the template.
            5. Return to Prompt Builder, and then repeat the steps to open the Delete Template modal.
            6. Verify that no references appear.
            7. Delete the template version, or update the template as needed.
             
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