Prompt template execution surfaces

Key Takeaway

A prompt template does nothing until something runs it. Choose the execution surface by the template type and by whether a person should review the output before it is used.

A prompt template does nothing on its own; something has to run it. Salesforce offers several execution surfaces for prompt templates. Some surfaces show a user a draft to review. On others, automation, code or Agentforce agents run the template.

Kinds of execution surfaces

The execution surfaces for prompt templates include these kinds:

User-facing surfaces, such as fields on record pages and the email composer.
Automation, such as flows and batch jobs.
Code and external apps, which run prompt templates through Apex and REST API.
Agentforce agents, which run prompt templates through actions.

Agentforce Specialist Study Guide

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Given business requirements, identify when it's appropriate to use Prompt Builder.

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Identify access controls governing prompt templates

0/5

Identify the considerations for using a prompt template type such as field generation and flex types.

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Given a scenario, identify the appropriate grounding technique.

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Explain the process for creating, activating, and executing prompt templates.

0/5

Prompt template creation in Prompt Builder

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Prompt template preview and revision

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Prompt template activation and draft status

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Prompt template execution surfaces

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Customizing Salesforce-provided standard prompt templates

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Explain how to implement best practices for writing effective prompts.

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Identify the security and privacy features of the Trust Layer

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Explain how to manage and prevent specific models from being accessed

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Prompt template execution surfaces

Key Takeaway

A prompt template does nothing until something runs it. Choose the execution surface by the template type and by whether a person should review the output before it is used.

Kinds of execution surfaces

The execution surfaces for prompt templates include these kinds:

User-facing surfaces, such as fields on record pages and the email composer.
Automation, such as flows and batch jobs.
Code and external apps, which run prompt templates through Apex and REST API.
Agentforce agents, which run prompt templates through actions.