Prompt Builder enablement and user assignment

Key Takeaway

Turn on Einstein generative AI first. Then give Prompt Template Manager to people who create and manage prompt templates, and give Prompt Template User to people who only run them.

Prompt Builder is the Salesforce Setup tool where you create and manage prompt templates. Two things must be in place before anyone can use it: Einstein generative AI must be turned on in the org, and each user needs the right permission set. Access is split in two. People who build templates get one permission set, and people who only run templates get a separate one.

Which orgs can use prompt templates

Prompt template access is available in Lightning Experience. It requires Enterprise, Performance, or Unlimited Edition with one of these:

The Einstein for Platform add-on
The Einstein or Agentforce for Sales or Service add-on
Agentforce Foundations

Agentforce Specialist Study Guide

Checklist progressProgress

0/204Learned

Checklist progressProgress

0/204Learned

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

0/5

Identify access controls governing prompt templates

0/5

Prompt Builder enablement and user assignment

Learn this concept

Prompt Template Manager versus Prompt Template User

Learn this concept

Type-specific permissions for prompt templates

Learn this concept

Running-user data access for prompt templates

Learn this concept

Data 360 permissions for retriever-grounded prompt templates

Learn this concept

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

0/4

Given a scenario, identify the appropriate grounding technique.

0/11

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

0/5

Explain how to implement best practices for writing effective prompts.

0/10

Identify the security and privacy features of the Trust Layer

0/8

Explain how to manage and prevent specific models from being accessed

0/5

Prepare for the Exam

Play Today's Certle

Study Community

Ask questions and get the latest info from other Agentforce Specialist studiers. 757 members and growing.

Go to Discord

Prompt Builder enablement and user assignment

Key Takeaway

Turn on Einstein generative AI first. Then give Prompt Template Manager to people who create and manage prompt templates, and give Prompt Template User to people who only run them.

Which orgs can use prompt templates

Prompt template access is available in Lightning Experience. It requires Enterprise, Performance, or Unlimited Edition with one of these:

The Einstein for Platform add-on
The Einstein or Agentforce for Sales or Service add-on
Agentforce Foundations