Prompt templates salesforce. Best Practices for Einstein Copilot Action Instructions.

comLinkedIn: h Aug 10, 2023 · Call scripts/sales pitches. Use more general search terms. User Permissions Needed. This unique extensibility empowers Salesforce Developers to tailor Einstein Copilot to their business needs, creating bespoke conversational AI assistants. A copilot includes a library of actions, which is a set of jobs the copilot can do. Represents the metadata related to in-app guidance. In this blog post, we’ll guide you through the Mar 6, 2024 · The prompt templates that connect and use your LLM can be placed anywhere in the Salesforce UX that makes sense for your use case. An array of prompt template versions. Step 1: Understand the business problem. With Prompt Builder, you can create reusable, templated solutions for common business workflows, from emails to descriptions, summaries, and much more. Click Save. It empowers Salesforce Developers by automatically translating natural language instructions called promptsinto Apex code. Embed prompt templates in copilots and The zero-retention agreement in the Einstein Trust Layer ensures that anything shared with the LLM isn’t stored or used for training. Action instructions tell a copilot what your An effective prompt template answers these questions so that the LLM can generate a personalized response every time. In the Object field, select Account. Einstein Summary supports only Field Generation prompt templates. Save your end users time from manually writing appointment invitation emails. Get end-user feedback to see how well your prompt templates generate the desired response. They consist of detailed, thoughtfully worded prompts that represent a variety of common use cases for different prompt template types. Click New Prompt Template . An effective prompt template answers these questions so that the LLM can generate a personalized response every time. Pilot templates are only available for a small number of users who were part of the Prompt Builder pilot program. defaultValue: Optional. Ultimately, this will become the most intricate aspect of developing a custom action, as Prompt. Leave the Description field blank. +100 points. The Salesforce record type that the prompt template is associated with. To make the new prompt template available in Einstein Summary, activate the prompt template. Flex prompt templates let you define your own resources. Einstein. When two or more versions of a prompt template exist, the version number shown becomes a dropdown menu showing a list of all versions, the time they were created, and the option to select a new version to work from. Example You can create a prompt template that explains how to write an invitation email for company events near a contact’s location. The use of generative AI capabilities, in either a production or sandbox environment, consumes Einstein Requests and possibly Data Cloud credits. From the Reference Action Type dropdown, select the type of action that you want to use to build your copilot action, such as a flow or prompt template. Create a Salesforce Scheduler Email prompt template to direct a Large Language Model (LLM) to generate personalized appointment invitations by using up-to-the-minute data from your Salesforce objects. And once those placeholders are filled with real, relevant data, the prompt template becomes a truly personalized prompt. Step 3: Ground with your CRM. Call a prompt template through an invocable action anywhere on the Salesforce Platform or by using the Connect REST API or Connect in Apex. Standard templates can be copied with the Save As button and then customized, but can't be customized as-is. To get started with Prompt Builder, customize one of the example prompt templates from the library. If the template has flow or Apex resources, those artifacts need to be recreated. Let’s create an example flow that integrates with a prompt template for generating a summary of records. As a Salesforce administrator, you configure prompt templates to make tasks easier for your users. See Create a Field Generation Prompt Template and Field Generation Prompt Templates in Action. Some examples include introducing them to a new product, or reminding them about an appointment. Select fewer filters to broaden your search. Then select the action. Website: https://admin. Ground with Flow Merge Fields Flows elevate your prompt templates beyond grounding with record fields. When you're ready to activate a template and make it available to your users, click Activate. From Flow Builder, select Start from Scratch, and then click Next. A user-friendly name for GenAiPromptTemplate, which is defined when the GenAiPromptTemplate is created. Flow Builder. Beginner. In a prompt template, a merge field acts like a placeholder. The ingredients and instructions are mostly the same, but the output is customized for your business and your target audience. This section explains how your users can apply these prompt templates to write emails, generate case summaries, complete text form fields, and more. When users ask Einstein to summarize an account, contact, lead, or opportunity record, the Summarize Record copilot standard action uses a Sales Summaries prompt template to generate the summary. Initial leading text for the input text box. The prompt template type and the objects that you associated with your prompt template determine which merge fields are available. Concepts. Use Flow Builder to add complex Einstein for Developers (Beta)is an AI coding assistant for Salesforce-specific languages. Add the same prompt template details that you had in the pilot prompt template and click Next. This type extends the Metadata metadata type and inherits its fullName field. Specify your Prompt Template Name. Parameters and values to resolve the specified prompt template. With custom actions, you can extend your copilot with Salesforce functionality so it’s ready to assist users with tasks specific to your business. Actions are how a copilot gets things done. Jun 27, 2024 · The four prompt template types and what they do. Prompt Builder embeds generative AI experiences into the workflows of your users, enabling a variety of assistive use cases To open Prompt Builder from Setup, in the Quick Find box, enter Prompt Builder, and then select Prompt Builder. 0: isPreview: Boolean: Specifies whether to only resolve the prompt template (true) or to resolve the prompt template and generate an LLM response (false). This component uses the Salesforce Lightning Design System (SLDS) prompt blueprint. Choose an example prompt template that’s similar to your use case. Click Add. For the third row, enter case 1 in the Name field. Best Practices for Einstein Copilot Action Instructions. For Template Description, enter A short summary of case details . Prompt Studio by Salesforce is a dynamic tool designed to streamline and enhance your business communication process. Available on these trails. After you save the prompt template, you can create an Apex class that can be used as a resource in the template. Right now, there are four prompt template types in Salesforce: The sales email template drafts an email you need to send to your customer. For the Object, select Account. Then create a template that has the same field values as the example. When you use the Einstein: Generate Code command from the command palette, use the Retry and Accept options. Generate personalized, targeted emails at scale using a sales email prompt template. Copy and paste the example template into the Prompt Template Aug 16, 2023 · Igniting Salesforce Prompt Studio: A Step-by-Step Guide. From Setup, in the Quick Find box, enter Flows, and then click Flows. Create the flow. Create and preview an example field generation prompt template that uses a flow without Data Cloud objects. Finally, decide whether you need a prompt template. The prompt template can trigger a flow that Automate Your Business Processes. Standard templates are provided by Salesforce to all Prompt Builder users. In this blog post, we’ll explore how you can create custom entry points to invoke prompt templates from within your Salesforce apps using flows and Apex, and from your own apps outside Salesforce using the REST API. You are here: Salesforce Help; Docs; Einstein Generative AI; Integrate Prompt Templates with Salesforce Features. Click Next. Prompt: Write a three-minute video script for comLinkedIn: h Aug 10, 2023 · Call scripts/sales pitches. at {prospect company} summarizing the benefits of {your product or service}. 50. Sales Summaries give sales users AI-generated summaries of accounts, contacts, leads, and opportunities. Step 1: Identifying the user’s intent. Products. For guidance on creating templates, see Create a Sales Email Prompt Template or Create a Field Generation Prompt Template. Prompt Builderhelps you to make effective prompts that safely Standard Prompt Templates Use standard prompt templates as starting points for typical use cases. Enable single-click actions on record pages to generate summaries, descriptions, and other field values. Your action may require a prompt template if it makes calls directly to the large language model gateway. They enable generative AI capabilities in common Salesforce business workflows With Prompt Builder, you create, test, revise, customize, and manage prompt templates that can make use of your CRM data. Track view and button click completes. The template-triggered prompt flow performs dynamic logic and actions to generate output text that’s merged into the associated prompt template’s resolution. To create a flex prompt template: From Setup, in the Quick Find box, enter Prompt Builder, and then select Prompt Builder. For example, the prompt, “Write code to provide the ability to update the FirstName for a list of users” generates this response. Prompt Builder is a generative AI tool in Einstein 1 Studio that allows you to create reusable prompt templates. Think of this as another opportunity to put your admin skills to use. For the Prompt Template Name, enter Apex: Nearby Events Marketing Email. With the tagline “Every admin is a prompt engineer”, we’ve taken a first look at Prompt Builder, which will enable Salesforce Admins to create prompt templates, choose how they want to ‘ground’ the prompts in Salesforce data, and activate for users quickly and easily. Select Object as the Source Type. Build custom actions using invocable Apex classes, autolaunched flows, and prompt templates. Explore Generative AI Tools. Create and Ground Prompt Templates. ~20 mins. Flex Example Templates. Turn on Einstein. Jul 9, 2024 · Prompt Builder, introduced in the Spring ’24 release, is a tool that leverages generative AI to streamline workflows and boost user productivity in your Salesforce Org. Feb 6, 2024 · Flex prompt templates. For more information, see The Einstein Trus Add a Sales Email Prompt Template to Einstein Sales Emails. When you use a consistent writing style in your prompt templates, the LLM Review these considerations when you create a prompt template for Einstein Summary. Merge fields with CRM data securely to enrich every prompt with the proper context. Prompt: Write a 30-second cold call sales script, highlighting three benefits of {your product or service} for {prospect/prospect’s company}. In the Quick Find box, enter prompt, then click Prompt Builder . In the sidebar, edit the prompt and click Ask. Turn on Sales Emails in Setup, and then assign a permission set to your sales reps. ~25 mins. Prompt Builder puts power in the hands of admins to define Aug 16, 2023 · Igniting Salesforce Prompt Studio: A Step-by-Step Guide. Salesforce is developing optimized AI prompts that use harmonized data to ground generated outputs The Summarize Record standard invocable action identifies active prompt templates of type Record Summary and filters out prompt templates that aren’t included in the user’s licenses and permissions. LightningPrompt supports the following attributes: message: Message text that displays in the prompt. Use prompts and walkthroughs to display announcements, training, or news to users within the app. Add a Field Generation Prompt Template to a Lightning Record Page Generative AI-enabled fields powered by prompt templates can help users complete their work faster. Watch the video to see how the Einstein Trust Layer works. Einstein Usage Einstein Requests is a usage metric for generative AI. Prompt templates are resolved into prompts and sent to a large language model (LLM), always going through the Einstein Trust Layer, to get a response. From Setup, in the Quick Find box, enter In-App Guidance, and then select In-App Guidance. Complete the template setup by selecting: This library of example prompt templates gives you a starting point for creating your own custom prompt templates. In the Prompt Template Type dropdown, select Sales Email. For the first row, enter Product in the Name field. Click New Flow. For API Name, enter Quick_Summary . Limit. Step 2: Create your prompt template. Give Users Access to a Prompt Template. ~5 mins. Throughout this module, you learn how you can use Prompt Builder to With Copilot Builder, developers can enhance Copilot’s capabilities by creating custom actions using Apex, flows, or prompt templates. Business User. Paste the pilot prompt template text into the Prompt Template Workspace. ~35 mins. Get to Know Prompt Builder. For Prompt Template Type, select Sales Email Template. Click Add Resources. Get ready to add sales email prompt templates from Prompt Builder to your sales team’s toolbox. Required Editions and User Permissions Available i It only takes two steps to enable Prompt Builder to use your DMO data for grounding in prompt templates. For the Prompt Template Name, enter Apex: Summarize Open Cases. Record merge fields connect your prompt templates to Salesforce object fields. From the Environment dropdown, select where you want to create the prompt. If multiple matching templates exist, custom Integrate Prompt Templates with Salesforce Features Call a prompt template through an invocable action anywhere on the Salesforce Platform or by using the Connect REST API or Connect in Apex. For example, if a user asks a copilot for help with writing an email, the copilot launches an action that drafts and revises the email and grounds it in relevant Salesforce data. Maximum number of flow merge fields. These example prompt templates cover typical use cases for sales emails. 0 Prompt Builder empowers you to enhance Salesforce out-of-the-box prompts or create your own prompt template that increases workforce productivity in the flow of work. It serves as an interactive guide, offering prompts that can be customized to fit your specific needs, whether for customer service, sales, or other business interactions. Data Cloud enrichments support enriching the Contact and Lead objects in Salesforce. Save copies to customize them for your business. With Prompt Builder, it’s easy to design prompt templates that achieve these goals. Before previewing the model’s response to an example template, replace each placeholder with a merge field. A great prompt template is also scalable so that you can reuse it across different use cases. Work with your Salesforce developer to create an invocable action that calls a prompt template in your org. And in turn, these templates make your user’s daily workflows easier and your business smarter. Plan Your Prompt Template. Use Multiple Versions of a Prompt Template Add a Sales Email Prompt Template to Einstein Sales Emails. Show 4 Units. If a Field Generation prompt template's object is the same as a record page's object, the template is available for selection in Einstein Create a Salesforce Scheduler Email Prompt Template. The Salesforce field that the prompt template is associated with. See Flow Changes After the Pilot and Apex Class Changes After the Pilot. Component Styling. Use a Prompt in a Flow Feb 27, 2024 · In Salesforce Setup, navigate to Einstein Copilot Actions, click Create A New Action, and simply select which flow, Apex, or prompt template you would like to use. To see how you can create a prompt in Lightning Experience, watch the video. Jun 29, 2023 · Summary. Einstein Copilot Actions. Choose to add an action button or link to a URL of your choice. This prompt is now Version 1 of your prompt template, as denoted by the version number shown at the top of the Prompt Template Workspace. Required: 60. To create a prompt template, see Add Flow Merge Fields Without Data Cloud Objects to a Field Generation Prompt Template. Apr 24, 2024 · 5. Check the spelling of your keywords. Required Editions For Prompt Template Type, select Field Generation. Get Started with Prompts and Prompt Builder. Default string is Prompt. Before you send an Einstein Sales Email, review the email draft and edit it, if needed. First, use Data Cloud enrichments to create relationships between your DMOs in Data Cloud and Salesforce objects. Sales Email Example Templates. She clicks the New Prompt Template button. These prompt template types can be called via an invocable action anywhere on the Salesforce Platform, through any existing business workflow such as a flow, Lightning web component, or Apex A listing of all existing prompt templates with their type, category and status. Focus particularly on accurately describing the action, along with its inputs and outputs. Try achieving the same goal using different templates to see how the parts impact the model’s response. Select Salesforce Scheduler Email as the prompt template type. After you connect an external LLM, prompts that are executed from within the Salesforce environment will make a completion/generation request via API in the same manner as other generative AI applications. From Setup, in the Quick Find box, enter Prompt Builder, and then select Prompt Builder. Maximum number of merge fields. In the Prompt Template Type dropdown, select Flex. Important The example templates contain placeholder text for prompt template resources. From the Explore page, Linda can also create a prompt template. To get started, create a prompt template. Create, test, revise, customize, and manage prompt templates that incorporate your CRM data from merge fields that reference record fields, flows, related lists, and Apex. Add Flow Merge Fields Without Data Cloud Objects to a Sales Email Prompt Template Record merge fields connect your prompt templates to Salesforce object fields. Jun 12, 2023 · See more about Salesforce’s trusted, open, and business-ready generative AI-powered applications here. Toggle the Turn on Einstein switch to On, and refresh your screen. Configure the flow. label: Header text, also used as the aria-label. Maximum number of template versions. Write prompts effectively to get the most out of generative AI. Prompt templates are categorized as pilot, custom, or standard. For Prompt Builder, these prompt templates securely access Salesforce data via merge fields, Flow, Data Cloud, and even Apex. Y Einstein generative AI helps you draft a personalized email. Build a Field Generation Prompt Template. Click New Copilot Action. In Salesforce, users click a button to run this prompt and populate the field with output. With Flex templates, admins can create a customized prompt template that incorporates records from multiple objects simultaneously. For Prompt Template Name, enter Quick Summary . After you run the template, the LLM replaces the merge field with your actual data. Get the most out of AI with Salesforce Prompt Builder. The journey begins when a user starts a conversation in the Einstein panel. Activate and Deactivate Prompt Templates Use activation and deactivation of prompt templates to finely control which version your users can access. The key to accurate code generation lies in properly structuring prompts; well-framed prompts produce more robust code output. With a click of a button, your users can quickly populate a record field with useful information, such as a summary of open cases for an account, to facilitate more productive Required Editions. Mar 6, 2024 · The prompt templates that connect and use your LLM can be placed anywhere in the Salesforce UX that makes sense for your use case. If you're satisfied with your model's response to one or more test prompts in Model Playground, create your prompt templates. Run the prompt template and see the LLM-generated newsletter. Click New Prompt Template. Be sure to also read our previous blog post on prompt templates, where we review different techniques to ground prompt templates. See Generate a Prompt Response in the Actions Developer Guide. Add Flow Merge Fields with Data Cloud Objects to a Field Generation Prompt Template Build a flow that uses unified Data Cloud object data to get a 360-degree view of an account, and then add a flow merge field to your prompt template. Linda starts to complete the fields in the template type setup screen. A description of the prompt template. Build prompt templates once and reuse them across the CRM to augment every business task with trusted generative AI. Einstein Generative AI Supported Languages and Locales The Einstein Generative AI Platform supports multiple languages in all regions. It’s a set of agreements, security technology, and data and privacy controls used to keep your company safe while you explore generative AI solutions. If a template matches the object type of the record to be summarized, the template is executed. Functionality to edit and delete existing prompt templates. In this case, the user enters “Show me a list of my open opportunities”. In the Generative tab, go to The Einstein Trust Layer is a secure AI architecture, built into the Salesforce platform. To add this flow to your template, select Get Products and Campaigns. Flex: Generate content for any business purposes that other templates don’t cover. In the Prompt Preview section, enter a real product name in the Product search bar, and then select it. Your org’s custom sales email prompt templates automatically appear as options in the Lightning Experience email composer. They connect your prompt templates to Salesforce record fields, such as from sales or service records. Click the Resource search bar and select Flows. These differ from generic prompts used in generative AI in a few key ways: Structured Templates: Einstein prompt templates are pre-defined templates designed specifically for Salesforce users to streamline various tasks within the Salesforce Click New Prompt Template. Choose a style, and stick to it. ) Click and click Setup. Simplify your users’ daily tasks by integrating generative AI, powered by prompt templates, into workflows. Use Example Prompt Templates. Embed prompt templates in copilots and . The user can select from suggested actions, which are dynamic based on the record page. Augment every business task. Iterate on your prompt templates. salesforce. These example prompt templates cover a few use cases for flex. Test the output generated by each prompt to achieve consistent outputs at scale. Customize out-of-the-box Salesforce prompts by grounding them with your own data. You can also click this link to launch the Limit Description. Create Prompts in Lightning Experience. Click Create, and you’re redirected to the Prompt Template Workspace. ~1 hr 10 mins. Prompt template and builders: The prompts used to generate AI content directly influence the quality and relevance of the generated content. What this means is that if the purpose of the action is to generate a summary, notes, descriptions, and such, it will need a prompt template. Prepare your users to harness the power of Einstein Get ready to add sales email prompt templates from Prompt Builder to your sales team’s toolbox. For the Object Field, select Open Case Summary. In the Define Sources section, define three sources. Select Template-Triggered Prompt Flow, and then click Create. Prompt Builder empowers you to enhance Salesforce out-of-the-box prompts or create your own prompt template that increases workforce productivity in the flow of work. For this example you use the Field Generation type of prompt template, so leave that as is. Maximum template size. Note The Salesforce Scheduler Email template type is available only when you enable the Resource Availability Sharing Using Actionable List Salesforce Scheduler setting. Use Flow Builder to add complex Prompt templates include placeholders for specific details about customers, products, and more. Define the resources that you want this prompt to use for generating content, as well Mar 14, 2024 · Customize Copilot by leveraging the various prompt templates you have available to you within Prompt Builder. For the Prompt Template Name, enter Product Question Response and Promotion. For the Recipient Type, select Contact. 128,000 characters. Einstein Summary shows only active prompt templates. Even if deactivated, any version that was ever active May 20, 2024 · Prompt Builder is the tool that allows you to create specific prompt templates within Salesforce. Review, Revise, and Save Prompt Templates. From Setup, in the Quick Find box, enter Copilot, and then select Einstein Copilot Actions to view all the actions in your Salesforce org. The version number at the top of the Prompt Template Workspace reflects the prompt template currently being edited on-screen. Using Prompt Builder, admins can create templates with prompts to summarize and generate content relevant to the task at hand using AI. Data Cloud supports two types of data Jun 5, 2024 · We’ve broken this process down into five key steps that resemble actions you would take when building any other solution in Salesforce. (Skip these steps if you’ve already enabled Einstein in the playground. Select a Prompt Template Type to match y You are here: Salesforce Help; Docs; Einstein Generative AI; Integrate Prompt Templates with Salesforce Features. ~10 mins. Or the user can enter their own task or question. Important Activating a template version makes it immutable. In the Object field, select Case. Customise out-of-the-box Salesforce prompts by grounding them with your own data. qx kw rn ub gh na we ti tu id