Prompt template preview and revision
Key Takeaway
Fix a weak response by revising the prompt template and clicking "Save & Preview", not by editing the response. Each preview is a new call to the LLM, so one good response does not prove that the template is reliable.
Previewing and revising a prompt template is how you check and improve a template in Prompt Builder before you put it to use. You pick real Salesforce records as test data and look at two things: the resolved prompt (your prompt with that record data filled in) and the LLM's response. Then you edit the template and preview again. LLM output varies and is rarely right on the first try, so this is a repeated loop rather than a one-time check.
How to preview a prompt template
Previewing starts in Preview Settings.
- In the Inputs section, select records as test data for the template's merge fields, so the preview is grounded with real Salesforce record data.
- In the Display section, click "Display Resolution" to show the resolved prompt. It appears in the Resolved Prompt section.
- In the Output section, select "Generate Response". The response appears in the Response section.
This generated response is the LLM's output for the prompt, grounded with the selected record data. If the response needs a specific structure, you can set the generated response format to JSON or HTML.