Prompt Builder

 Prompt Builder takes all the power of LLMs and combines it with your Salesforce data. 

You can use it to help you write personalized emails to customers, build out records with more information, and much, much more.

Four prompt template types:

1.Sales Email Template :

The sales email template drafts an email you need to send to your customer. Some examples include introducing them to a new product, or reminding them about an appointment.

2.Field Generation Template :

With the field generation template, you can quickly and easily populate or complete a specific field on a record page with a summary or description created by an LLM.

3.Record Summary Template :

The record summary template does exactly what it says it does: summarizes a record. This one is really easy to use via Einstein Copilot, and his clients love it for meeting prep.

4.Flex Prompt Template :

Finally, there’s the flex prompt template. This can be used anywhere and everywhere on the platform to create a customized prompt template that incorporates records from multiple objects simultaneously. An example would be to create a personalized product recommendation for a customer based on an Einstein Next Best Action.

Flex prompt templates, they are really powerful and versatile because what they allow an admin to do is to connect up to five objects together

in a prompt template for the purposes of grounding. Those five objects could be standard objects or custom objects. 

They don’t have to be related to each other in any way, shape or form, but through the power of the UI that the 

admin is surfacing, they can ground the flex prompt templates with each of those different objects with the expectation of getting a response from the LLM.

Note :

With all of these prompt templates, you can dynamically ground them with data from Salesforce or Data Cloud. That gives the LLM the power to pull data from records or, with flows, from pretty much any object—standard or custom—in your Salesforce org.