How to Build a Prompt Template

See how to build a field generation prompt template that directs Einstein to generate an executive summary of an account. You can then use the steps outlined in this video to build custom prompt templates.

Learn More:

Get To Know Prompt Builder video: https://salesforce.vidyard.com/watch/kJPBHFRvvTpjJZ51Y4hj3A

Prompt Builder Help: https://help.salesforce.com/s/articleView?id=sf.prompt_builder_about.htm

Get Started with Prompts and Prompt Builder Trail: https://trailhead.salesforce.com/content/learn/trails/get-started-with-prompts-and-prompt-studio

(Salesforce Cloud product names are now Agentforce-branded – for example, Sales Cloud is now Agentforce Sales. You may still see Cloud names in Salesforce applications and documentation.)