Corporate use of Generative AI is currently on an exponential rise, looking to enhance business capabilities and improve agents‘ efficiency in a variety of cases: writing customer emails, summarizing case conversations, or giving a record snapshot from multiple objects for a quick overview of a customer. Users should write proper instructions to get the optimal output from Generative AI. These instructions are given as prompts, and effective prompts will flow nicely with AI processing. This step-by-step guide will show how efficient Salesforce’s Prompt Builder is in creating effective prompt templates by retrieving data and using merge fields referencing record fields and flows. These templates serve to create more personalized output using generative AI.
To create a new template, start by enabling Einstein in your organization. Assign a user with permissions set to “Prompt Template Manager.” This will allow developers to construct and supervise your templates.