Prompt template anatomy and design
Key Takeaway
Keep instructions and data apart: put all variable data in one triple-quote data block, include each merge field there exactly once, and have the instructions refer to that data in plain words.
A prompt template in Prompt Builder is a reusable prompt. The instructions stay mostly the same every time, and placeholders such as merge fields fill with real Salesforce data when the template runs. Good design gives the LLM the right building blocks in a clean structure: who is involved, the goal, the data, clear instructions and limits. With those in place, the LLM returns accurate, consistent and personalized output at scale.
Prompts and prompt templates
A prompt is an instruction you give an AI model to get a specific output. Think of a prompt like a recipe: the more precise the instructions, the better the result. A vague prompt gets a vague response, while a detailed, well-structured prompt gets a more targeted one.
A prompt template adds placeholders to a prompt for details such as customers and products. After real data fills those placeholders, the template becomes a personalized prompt. Teams build a template once and then use it to generate consistent, personalized content for many audiences, instead of writing each prompt by hand.