Customizing Salesforce-provided standard prompt templates
Key Takeaway
You can customize a standard prompt template by copying it into a new custom template, or, if it is overridable, by saving an override: a new version that runs in place of the standard one. Only one version can be active at a time, and the original counts as one.
Salesforce ships standard prompt templates in Prompt Builder as starting points for common use cases, such as case summaries, grounded service replies, and answering questions with knowledge. Instead of building a prompt from scratch, you can customize a standard template. You either copy it into a new custom template, or, if it is overridable, you save a new version that runs in place of the standard one. Either way, you test the change with Preview and then activate it.
Standard, custom, and pilot templates
Prompt templates fall into three categories:
- Standard templates are provided by Salesforce for you to clone and modify.
- Custom templates are any templates you create from scratch with the "New Prompt Template" button.
- Pilot templates were only for Prompt Builder pilot users, so you can't use them. You can still reuse their text in new templates.
Starting from a standard template saves work, because it already holds the key pieces of a successful prompt:
- Instructions for the LLM
- Data resources
- Relevant inputs, such as the user query or the conversation transcript
To add your own instructions, Salesforce recommends customizing the standard template rather than building a new one from scratch.