Use Multiple Versions of a Prompt Template
Create and use multiple versions of prompt templates in Prompt Builder to compare prompt constructions and their responses.
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
OR Customize Application permission set |
When testing your prompt template drafts, you don’t always get the exact response you’re looking for right away. Often it takes a few tweaks and edits to grounding data, LLM, and template body text to get a response you’re pleased with. Versioning is important for this reason. Prompt Builder allows you to create multiple versions of a template, so you can compare different prompt constructions and their responses while you craft the perfect prompt for your needs.
- Begin in the Prompt Template Workspace of Prompt Builder. See Create a Prompt Template.
- Draft your prompt in the Prompt section. When you’re ready to save your work, click Save. After you save a new prompt for the first time, it becomes Version 1 of that prompt template. The version number also becomes part of the URL, so the version can always be accessed statically via the URL.
- Continue drafting your prompt in the Prompt section, and at any time save your changes to the current version of your prompt.
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To create another version of your prompt template, select Save As | Save as a New Version. Any unsaved changes become part of the new version. Now your prompt is
Version 2 of the same prompt template.
Important Activating a template version makes it immutable. Even if deactivated, any version that was ever active remains immutable. To edit such a template, save it as a new version.The version number at the top of the Prompt Template Workspace reflects the prompt template currently being edited on-screen and indicates whether it's active. When two or more versions of a prompt template exist, the version number shown becomes a dropdown menu showing a list of all versions, the time they were created, which is active, and the option to select a new version to work from.
Important When a new version of a prompt template is created, it doesn't automatically become available to all your users. See Activate and Deactivate Prompt Templates. -
Turn an edited version of a prompt template into a new prompt template altogether by
selecting Save As | Save as a New Template. Any unsaved changes become part of the new template.
Important The Save as a New Template option isn’t supported for flex prompt templates.
