Tag: Creating Prompt Template

Creating a Prompt Template

To create a Prompt Template:

  1. Go to Setup.
  2. Type Prompt Builder in the Quick Find box.
  3. Click over Prompt Builder option.
  4. Click New Prompt Template button.
  5. There are three types of Prompt Templates.
    • Field Generation – Complete this Trailhead Badge to get more insight on.
    • Flex – Complete this Trailhead Badge to get more insight on.
    • Record Summary – Complete this Trailhead Badge to get more insight on.
    • Sales Email – The screenshot below does not show this option. Because, to create a sales email prompt template in Prompt Builder, we need the Einstein for Sales, Einstein for Platform, or Einstein for Service add-on. Check this for more details.

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