Flex prompt templates
Key Takeaway
Choose a Flex prompt template when none of the other template types fits the use case. You define its inputs yourself (up to five resources), so one prompt can combine data from several objects. You then call it wherever the use case needs it, such as from a flow, an invocable action, or a custom UI.
A Flex prompt template is the Prompt Builder template type for business use cases that the other template types don't cover. The other types come with predefined inputs. With a Flex prompt template, you define your own inputs, called resources, and you decide where your use case calls the template.
When to choose a Flex prompt template
Each of the other prompt template types is built for one kind of output. For example, Field Generation creates content for a record field, and Sales Emails creates a personalized email to a customer. Flex is the catch-all type, so you choose a Flex prompt template when none of the other types fits the use case.
The other types also come with predefined inputs. A Flex prompt template doesn't: you choose its inputs yourself, so one prompt can combine data from several objects. Pick Flex over Field Generation when you need more inputs or different input types.
For example, imagine a prompt that writes a product description from account, asset and contact data. The prompt needs three inputs of three different types. A Field Generation template doesn't offer those input choices, so this use case calls for a Flex prompt template.