Prompt template flow salesforce. html>gn Simplify your users’ daily tasks by integrating generative AI, powered by prompt templates, into workflows. Next, create a flow to include all the experiences that guests can participate in during their stay. For a step-by-step guide to adding a prompt template flow to a sales email prompt template, see Add Flows Without Data Cloud Objects to a Sales Email Learning Objectives. In Flow Builder, the Debug option isn't available for a Template-Triggered Prompt Flow. To delete flex templates that use flows or Apex classes When you’re working with LLMs, the quality of any response depends on the quality of the input. Leave the Description field blank. Get the most out of Salesforce with partners, apps, solutions, and consultants. They have been a customer of yours since {!account. To preview a sales email response, select a Recipient (3). Define the resources that you want this prompt to use for generating content, as well For Prompt Template Type, select Field Generation. Flex. Building a Flow Using Templates. Einstein generative AI helps you draft a personalized email. 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. Merge fields with CRM data securely to enrich every prompt with the proper context. Customise out-of-the-box Salesforce prompts by grounding them with your own data. To add this flow to your template, select Get Products and Campaigns. Use Multiple Versions of a Prompt Template. With Prompt Builder, you can create reusable, templated solutions for common business workflows, from emails to descriptions, summaries, and much more. For Prompt Template Name, enter Quick Summary . Maximum template size. Run the prompt template and see the LLM-generated newsletter. Creates a response based on the large language model (LLM) response for the specified prompt template and inputs. Create a new prompt template and choose “Sales Email” as the Prompt Template Type. You can’t use pilot templates, but you can use their text in new templates. Click New Copilot Action . Explore AppExchange. See Ground Prompt Templates with Salesforce Resources. Custom templates are any templates you create from scratch using the New Prompt Template Click the left arrow to exit Copilot Builder. Pilot templates are only available for a small number of users who were part of the Prompt Builder pilot program. Toggle the Turn on Einstein switch to On, and refresh your screen. As a Salesforce administrator, you configure prompt templates to make tasks easier for your users. Creating a flow resource with a data type that matches a prompt template's input is no longer required. For the Recipient Type, select Contact. Templates are patterns that you can leverage to build a flow. In the Quick Find box, enter copilot, then click Einstein Copilot Actions . Prompt templates are categorized as pilot, custom, or standard. Generate content for record fields in Lightning Experience. For Prompt Builder, these prompt templates securely access Salesforce data via merge fields, Flow, Data Cloud, and even Apex. firstname} {!contact. Required Editions Available in: Lightning Creates a response based on the large language model (LLM) response for the specified prompt template and inputs. Prompt Builder embeds generative AI experiences into the workflows of your users, enabling a variety of assistive use cases 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. Example. Step 1: Identifying the user’s intent. User Permissions Needed. Create and use multiple versions of prompt templates in Prompt Builder to compare prompt constructions and their responses. Your org’s custom sales email prompt templates automatically appear as options in the Lightning Experience email composer. From Flow Builder, select Start from Scratch, and then click Next. To create a flex prompt template: From Setup, in the Quick Find box, enter Prompt Builder, and then select Prompt Builder. 50. The Salesforce field that the prompt template is associated with. Name__Merge_Field> from Ursa Major Solar. You’re an Account Executive and your name is <sender. Click New Prompt Template. Before creating your field generation prompt template, you create a flow that retrieves a list of open customer cases. 128,000 characters. 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 Add a Flow to Your Prompt Template. The journey begins when a user starts a conversation in the Einstein panel. Click New Prompt Template . You can create a new flow from a template. Build prompt templates once and reuse them across the CRM to augment every business task with trusted generative AI. Add merge fields, which reference resources, such as record fields, flows, related lists, and Apex (2). For more information, see Prompt Template Types. For the Prompt Template Name, enter Summarize Open Cases. For the Object Field, select Open Case Summary. Configure the flow. Flow Builder. After completing this unit, you’ll be able to: Describe what grounding is. Specify the name and description of your custom email type. To do this, you create a Template-Triggered Prompt Flow. And, apps built on Einstein make generative AI easy to learn. Resolve a Flex Prompt Template with Apex and Flow Resources Mar 17, 2024 · Access Prompt Builder from Setup by typing “Prompt Builder” in the Quick Find box and selecting it. The Salesforce record type that the prompt template is associated with. Changing LLM Configurations. You can’t import or export metadata from flex templates, including metadata related to flex templates. Or the user can enter their own task or question. For admins new to Flow, we believe that Einstein for Flow can help you learn and adopt this powerful new capability. Salesforce Spring ’24 Release Notes Flow Orchestration. In the Prompt Preview section, enter a real product name in the Product search bar, and then select it. 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. For this example, you create the Get Open Cases for Account flow. Field Generation. Actions are how a copilot gets things done. For Reference Action Type, choose Flow . Source – Salesforce. Use an Apex class to provide data to a prompt template. For the Object, select Account. You are here: Salesforce Help; Docs; Einstein Generative AI; Add Flow Merge Fields with Data Cloud Objects to a Field Generation Prompt Template. Click Create, and you’re redirected to the Prompt Template Workspace. Name__Merge_Field> from <recipient. Remember that to insert a flow into a prompt template, the flow’s Object must be the same data type as the prompt template’s flow resource. Prompt Template Type. You create an email prompt template that launches a prompt template flow to get Marketing events in the same city and state as your contact. Throughout this module, you learn how you can use Prompt Builder to You want to create a field generation prompt template that integrates a template-triggered prompt flow. Maximum number of merge fields. You’re following up with your contact to invite them to an event Learning Objectives. Enter a Prompt Template Name. See Add Flow Merge Fields Without Data Cloud Objects to a Sales Email Prompt Template. Limit Description. In Salesforce, users click a button to run this prompt and populate the field with output. For the Prompt Template Name, enter Apex: Summarize Open Cases. For Reference Action, choose Initiate Return. Let’s create an example flow that integrates with a prompt template for generating a summary of records. Change sets to move flex-related artifacts between orgs. Prompt Builder helps you to make effective prompts that safely connect you and your data with LLMs. And for experienced admins, Einstein for Flow is your Docs. You create an email prompt template t May 15, 2024 · Through screen flows or even autolaunched flows, admins can invoke prompt templates without needing users to manually obtain a GenAI response. Prepare your users to harness the power of Einstein In the Prompt Template Type dropdown, select Sales Email. You create an email prompt template t Let’s say you’re a Salesforce admin, and your sales team requests an easier way to send emails to contacts about nearby Marketing events. Turn on Einstein. With the players in mind, she starts the prompt template with this: You are an account executive named {!user. For this example you use the Field Generation type of prompt template, so leave that as is. For API Name, enter Quick_Summary . Best Practices for Einstein Copilot Action Instructions. Limit. This action is available only if you enable Prompt Builder and the user who runs the flow has the Prompt Template User permission. Review these fields and, if necessary, edit 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. Remember that to insert a flow into a prompt template, the flow’s Recipient Type has to be the same data type as the prompt template’s flow resource. 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. Integrate Prompt Templates with Salesforce Features. Use activation and deactivation of prompt templates to finely control which version your users can access. Legacy Salesforce Flow Features. Click New Copilot Action. Find more details in this documentation. Create the flow. For Prompt Template Type, select Sales Email Template. . When the flow completes, all the prompt instructions are sent to the prompt template and populate the merge field as a string of text. Augment every business task. Learning Objectives. The API name for each action is prefixed with Einstein Copilot Actions. Add a Flow to Your Prompt Template. Then select the action. This will be visible to your users in the email composer. All of the steps and field mappings are predefined, so you can select the template and enter the missing information for the various connectors used (such as connection secrets) to create a flow you can later Let’s say you’re a Salesforce admin, and your sales team requests an easier way to send emails to contacts about nearby Marketing events. In Prompt Builder, create a prompt template. May 20, 2024 · Prompt Builder is the tool that allows you to create specific prompt templates within Salesforce. ) Click and click Setup. Click the Resource search bar and select Flows. A description of the prompt template. To ground a template with Flow, you’ll need to create a “Template-Triggered Prompt Flow” that’s bound to the template capability, so that the specific template inputs are available in the flow. Flows that reference flex templates. 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. Within the flow, each Create Prompt Instructions element adds prompt instructions. Company__Merge_Field>. From Setup, in the Quick Find box, enter Flows, and then click Flows. 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. For the Prompt Template Name, enter Nearby Events Marketing Email. Build custom actions using invocable Apex classes, autolaunched flows, and prompt templates. See Create a Field Generation Prompt Template and Field Generation Prompt Templates in Action. Previously, you clicked Debug to view debug With Prompt Builder, you create, test, revise, customize, and manage prompt templates that can make use of your CRM data. A user-friendly name for GenAiPromptTemplate, which is defined when the GenAiPromptTemplate is created. See Create a Prompt Template. creationdate} . Click Next . About Einstein Generative AI Learning Objectives. Embed prompt templates in copilots and To ground a template with Flow, you’ll need to create a “Template-Triggered Prompt Flow” that’s bound to the template capability, so that the specific template inputs are available in the flow. This section explains how your users can apply these prompt templates to write emails, generate case summaries, complete text form fields, and more. You create an email prompt template t Nov 21, 2023 · Einstein for Flow is a generative artificial intelligence (AI) tool that leverages large language models (LLMs) to power process automation across Salesforce products. Add resources to a prompt template. You create an email prompt template t With custom actions, you can extend your copilot with Salesforce functionality so it’s ready to assist users with tasks specific to your business. Click Save. 0 and later. Think of this as another opportunity to put your admin skills to use. Call a prompt template through an invocable action anywhere on the Salesforce Platform or by using the Connect REST API or Connect in Apex. title} at {!account. In the Quick Find box, enter prompt, then click Prompt Builder . For Template Description, enter A short summary of case details . Einstein Generative AI. Prompt Builderhelps you to make effective prompts that safely Add a Flow to Your Prompt Template. Click New Flow. In the resort, often more than one event happens during a guest’s stay. Now, you can insert the prompt template flow into the sales email prompt template “Draft an email for a contact about regional marketing events” from the Example Prompt Template Library. Other options for invoking prompt templates include using the Metadata API, Connect API, or even Apex classes. 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. You are writing to {!contact. Approval Processes. lastname}, who is a {!contact. Activate and Deactivate Prompt Templates. You create an email prompt template t Add a Flow to Your Prompt Template. To create a prompt template: To open Prompt Builder from Setup, in the Quick Find box, enter Prompt Builder, and then select Prompt Builder. Step 3: Ground with your CRM. Specify your Prompt Template Name. Before you send an Einstein Sales Email, review the email draft and edit it, if needed. Concepts. Selecting a flow variable as "Available for Input" is no longer allowed in a Template-Triggered Prompt Flow. Your prospect is <recipient. Specifies the version number of the active prompt template version. This object is available in API version 60. Einstein Next Best Action. (Skip these steps if you’ve already enabled Einstein in the playground. Step 1: Understand the business problem. Limitations for Flex Templates. Select Template-Triggered Prompt Flow, and then click Create. firstname} {!user. Automate Your Business Processes. May 15, 2024 · Through screen flows or even autolaunched flows, admins can invoke prompt templates without needing users to manually obtain a GenAI response. Test the output generated by each prompt to achieve consistent outputs at scale. In the Prompt Template Type dropdown, select Flex. The flow obtains case data for an LLM to summarize. Maximum number of flow merge fields. Give Users Access to a Prompt Template. And in turn, these templates make your user’s daily workflows easier and your business smarter. Now you can build a template-triggered prompt flow in Flow Builder that integrates with a prompt template in Prompt Builder. In this case, the user enters “Show me a list of my open opportunities”. name}. The user can select from suggested actions, which are dynamic based on the record page. Let’s say you’re a Salesforce admin, and your sales team requests an easier way to send emails to contacts about nearby Marketing events. What it Creates. Select a Prompt Template Type to match your use case. Required Editions and User Permissions Available i Add or edit your prompt template (1). Automated Actions. lastname} from a company named Ursa Major Solar. The flow runs each time a user uses the associated prompt template. Maximum number of template versions. To make the new prompt template available in Einstein Summary, activate the prompt template. Customize out-of-the-box Salesforce prompts by grounding them with your own data. Use Prompt Builder to create a sales email prompt template. Enable single-click actions on record pages to generate summaries, descriptions, and other field values. For example: Apex classes that reference flex templates. Action instructions tell a copilot what your Build prompt templates once and reuse them across the CRM to augment every business task with trusted generative AI. Salesforce creates, tests, and improves the prompt templates used by Einstein to provide consistently useful, high-quality responses. This is the existing flow you’ve been using to initiate order returns. A copilot includes a library of actions, which is a set of jobs the copilot can do. For Prompt Template Type, select Field Generation. Complete the template setup by selecting: Let’s say you’re a Salesforce admin, and your sales team requests an easier way to send emails to contacts about nearby Marketing events. To use flows in Prompt Builder, see: To create a prompt template, see Add Flow Merge Fields Without Data Cloud Objects to a Field Generation Prompt Template. To generate the resolved prompt and the response, click To ground a template with Flow, you’ll need to create a “Template-Triggered Prompt Flow” that’s bound to the template capability, so that the specific template inputs are available in the flow. Step 2: Create your prompt template. The copilot action label and API name are populated with the reference action name and API name. gn hd gs ap ep ck by ql vz ns