Prompt template creation in Prompt Builder
Key Takeaway
In Prompt Builder, you create a prompt template by selecting a Prompt Template Type, naming the template, and filling in the fields that type asks for. You then write the prompt in the Prompt Template Workspace, test it in Preview Settings, and activate it so people across the org can use it.
Prompt Builder is the Setup tool where you build prompt templates. A prompt template is a reusable prompt that pulls in real Salesforce data before it is sent to a large language model (LLM). Prompt Builder guides you through each stage of a prompt's life: creation, testing, and activation.
Who can use Prompt Builder
Prompt Builder is available in Lightning Experience on Enterprise, Performance, and Unlimited Editions. The org also needs one of these:
- The Einstein for Platform add-on
- The Einstein or Agentforce for Sales or Service add-on
- Agentforce Foundations
Building templates and running them use different permissions:
| Who | What they need |
|---|---|
| Users who create and manage templates in Prompt Builder | The Prompt Template Manager permission set (Manage Prompt Templates and Execute Prompt Templates), or the Customize Application permission |
| End users who only access and run templates outside Prompt Builder | The separate Prompt Template User permission set |
To set up a user who builds templates, follow these steps:
- Make sure Einstein is enabled first.
- Make sure the user has access to Setup. You can't add a user to the Prompt Template Manager permission set until they have it.
- Assign the Prompt Template Manager permission set to the user.
- Refresh the page so Prompt Builder appears in Setup.