Prompt Builder enablement in the production org
Key Takeaway
A production org that receives prompt templates from a sandbox needs its own Prompt Builder setup. First set up Einstein generative AI. Then assign Prompt Template Manager to people who create and manage templates, and assign Prompt Template User to end users who only access and run templates outside Prompt Builder.
Prompt Builder is the Salesforce tool for building prompt templates. Enabling it has two parts: first you set up Einstein generative AI in the org, and then you assign users the right permission sets. Prompt Builder works only in an org where both parts are done. Any org that will use prompt templates needs this setup, including a production org that receives templates from a sandbox.
Where Prompt Builder is available
Prompt Builder is available in Lightning Experience on Enterprise, Performance, and Unlimited Editions when the org has one of the following:
- The Einstein for Platform add-on
- The Einstein or Agentforce for Sales or Service add-on
- Agentforce Foundations