Get Started with Prompt Builder

Simplify your users’ daily tasks by integrating generative AI, powered by prompt templates, into workflows. 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. Prompt Builder helps you to make effective prompts that safely connect you and your data with LLMs.

• Get to Know Prompt Builder
• Manage Prompt Templates
• Create Prompt Templates

Use the following links to learn how to call a prompt template using an invocable action, the Connect API, or Connect in Apex.

Get started developing great solutions using prompt templates with these videos and blog posts.

• YouTube: Einstein Gen AI Features: Prompt Templates
• YouTube: Prompt Builder in Action
• Developer Blog: Invoke Prompt Templates from Flow, Apex, or the REST API

Use actions to call a prompt template from anywhere on the Salesforce Platform.

• Actions Developer Guide: Generate Prompt Response Invocable Action
• Flow Core Action: Prompt Template Actions

Integrate third-party web applications with prompt templates using Connect REST API.

• Connect REST API Developer Guide: Prompt Template Generations Resource
• Connect REST API Developer Guide: Prompt Template Generations Input (Request Body)
• Connect REST API Developer Guide: Prompt Template Generations (Response Body)

Use Connect in Apex to call a prompt template from Apex code.

• Apex Developer Guide: Resolve a Prompt Template
• Apex Reference Guide: EinsteinLLM Class

To asynchronously generate large quantities of responses for prompt templates you can use Prompt Template Batch Processing. See Prompt Template Batch Processing in Apex.

Use Metadata API to move prompt templates between sandbox and production orgs during the development process.

• Metadata API Developer Guide: GenAiPromptTemplate
• Metadata API Developer Guide: GenAiPromptTemplateActv

• Trailhead: Prompt Builder Basics
• Salesforce Help: Prompt Builder