Prompt Builder and Prompt Templates

Agentforce & AIPrompt Builder and Prompt TemplatesDesign, ground, test, version and invoke prompt templates: template types, merge fields, Flow and Apex grounding, Data 360 retrieval, model selection, and calling templates from Lightning, Flow, Apex, REST and agents, with prompt-engineering techniques that produce reliable output.Intermediate · about 75 minutesWhat you will learn

Choose the right prompt template type (Sales Email, Field Generation, Record Summary, Flex) for a use case

Ground templates with record merge fields, related lists, Template-Triggered Prompt Flows, Apex and retrievers

Read and write GenAiPromptTemplate metadata, and manage versions and activation

Invoke prompt templates from the Lightning UI, Flow, Apex (ConnectApi.EinsteinLLM), REST and agents

Apply prompt-engineering techniques: role, task, constraints, format, few-shot examples and JSON output

Test prompt templates and secure their grounding data

Contents

Why prompt templates?

Template types

Anatomy of a template

Merge fields and grounding resources

Choosing a model and parameters

Preview, resolution and response

Versioning and activation

Invoking prompt templates

Prompt engineering that works

Testing prompt templates

Security

Worked example: an Account Health Brief

Best practices

Common pitfalls

Hands-on exercises

Key takeaways