Prompt Builder Salesforce
2/28/2025
Prompt Builder in Salesforce
What is a Prompt?
A prompt is an instruction given to large language models (LLMs) to generate a high-quality, desired output. However, a prompt is more than just a simple instruction; to achieve the best results, it should include concrete information and clear constraints.
Prompt Design
Prompt design is the process of creating and refining prompts. We must review the LLM responses and iterate on them until we achieve the desired accuracy or output. One effective way to get relevant responses from an LLM is by providing data specific to the business use case. Without relevant data, LLMs may generate irrelevant or generic responses.
Basic Ingredients of a Prompt
Participants – Describe who is sending and receiving the model's output.
Setting – Provide contextual information for the model.
Goal – Define the expected output of the model.
Relationships – Describe the relationship between participants.
Data – Provide the model with relevant data to work with.
Instructions – Specify what type of content you need and what it must include.
Limits – Instruct the model to avoid hallucinations and stay within the provided context.
Language – Define the language in which you need the response.
Style and Tone – Specify the writing style and tone the model should follow.
Prompt Builder in Salesforce
Salesforce provides Prompt Builder, enabling agents to generate AI-powered responses efficiently. It includes:
Email Generation – Helps agents quickly draft and send AI-assisted emails to customers.
Activity Summarization – Uses AI to summarize case history, customer interactions, and record details for faster decision-making.
Guided Prompts – Suggests responses based on customer queries, reducing response time and ensuring consistency.
Types of Prompt Builder in Salesforce
Salesforce Prompt Builder offers various types of prompt templates. Below are the four main types:
1. Field Generation
The Field Generation template is used to generate values for record fields. For example, using existing data, it can automatically generate a product description.
2. Flex
For any use case not covered by other template types, the Flex prompt template is the solution. It allows users to craft AI-powered prompts tailored to their unique business needs.
3. Sales Email
With the Sales Email prompt, sales users can generate personalized customer emails using data from contacts or leads. For example, it can help generate follow-up emails after a recent interaction.
4. Record Summary
The Record Summary template pulls data from multiple fields within a record and provides a comprehensive view of the information.
Conclusion
Salesforce Prompt Builder is a powerful tool that leverages AI to enhance agent productivity, improve customer interactions, and streamline workflows. By using well-structured prompts, businesses can generate high-quality responses, automate repetitive tasks, and ensure consistency across customer communications. Whether it's generating emails, summarizing records, or creating custom AI-driven prompts, Prompt Builder empowers users to work more efficiently and deliver better customer experiences.
As AI continues to evolve, mastering prompt design will become increasingly important. By understanding the key ingredients of a good prompt and leveraging the right Prompt Builder templates, organizations can maximize the value of AI within Salesforce and drive smarter business decisions.
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