Prompt Builder

 What is Prompt Builder?

Before we understand about Prompt Builder. It would be good to know what LLM is and how can we utilize in our business.

A Large Language Model (LLM) is an advanced AI system trained on huge amounts of text to understand and generate human-like language. It can answer questions, write content, translate, summarize, and more—just like ChatGPT. LLM can make a big impact on business. For example, they can help you to generate the personalized email to customers or provide case summary in a glance and many more. 

However, LLMs cannot generate great content themselves. They need some guidance or instruction based on which LLMs can create the output. These instructions are called a Prompt. In short, A Prompt is a specific instruction or question given to an LLMs to generate its output. These reusable, predefined instructions (“Prompt”) are collectively referred to as the Prompt Template. The Prompt Template has merge fields from salesforce record.

A Prompt Builder is a tool that helps users create, manage and deploy prompts for LLs.

Key Features of Prompt Builder-

1. Drag and drop interface – Build prompts without writing code using a simple interface.
2. Template Creation- Prompt Builder allows the user to create a reusable prompt template.
3. Integration with business data- A significant advantage of Salesforce's Prompt Builder is its ability to integrate directly with existing business data (e.g., customer information, product details). This "grounds" the AI's responses, making them highly relevant and personalized rather than generic.
4. Security and trust- When you generate a response from a prompt built in Prompt Builder, the prompt is sent to the Einstein Trust Layer, which masks any sensitive data before sending it to the LLM. When prompts are sent to external models through the shared trust boundary, your data is encrypted to ensure its security in transit. Additionally, any sensitive information within the prompts is masked. Finally, based on the “zero retention” standard, your data is never stored outside of Salesforce. For more information, check out the Einstein Trust Layer badge. 
   
   
   
5. Testing and refinement-Prompt Builders typically provide a workspace to test prompt templates in real-time. Users can preview how the AI will respond to specific data, allowing them to iterate and refine the prompt until it consistently delivers the desired results.

 

Different types of Prompt Templates-

• Sales Email prompt templates help your team draft truly personalized emails for your customers, products, and events based on record data.
• Field Generation prompt templates bring generative AI-assisted workflows to custom fields within a Salesforce record.
• Record Summary prompt templates create a rich-text summary for a Salesforce record based on the record’s data.
• Flex prompt templates generate content for business purposes not covered by other prompt template types, allowing you to define your own resources. Flex prompt templates in Prompt Builder offer a versatile and efficient way to automate the creation of text for PDFs, social media posts, newsletters, emails, record fields, and more with Einstein generative AI and the LLM (large language model). Unlike the Sales Email or Field Generation prompt templates in Prompt Builder, Flex templates don’t have predefined entry points. What does this mean? You can select any object in your organization to use in the template and apply the completed prompt wherever you see fit. Whether you're using Apex, Flow, REST API, or Agentforce, Flex templates are designed to fit your needs.

What are the Permission Sets involved?

Prompt Template User

Role: End user or consumer of prompts
What they can do:
View published prompt templates
Use templates in supported Salesforce interfaces (e.g. console, agents, flows)
Input values and run prompts in supported channels (like Knowledge, Case replies, or custom use cases)

2.      Prompt Template Manager

Role: Builder, administrator, or prompt engineer
What they can do (in addition to user permissions):
Create new prompt templates
Edit and delete templates
Test templates in the Prompt Builder UI
Manage prompt versions (draft, published, etc.)
Set input variables, retrievers, responses, resolution logic, etc.