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Last updated: April 25, 2024

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Agenda

01 What is Prompt Builder?

02 Design With Prompt Builder

03 Best Practices for Prompt Builder

04 Q&A
What is Prompt
Builder?

Definition of a Prompt

A prompt is a combination of instructions,

guidance and requirements combined with data
to be transformed by a large language model.
The Architecture Behind Your AI Assistant
Einstein AI Platform

Apps &
Workflows
UI Sales Service Marketing Commerce Your Apps Tableau Industries

Einstein Agents

Agent Prompt Model RAG, Monitoring,

AI Builders Builder Builder Builder Semantic Search Governance

Einstein Secure Data Dynamic Zero Data

Models Trust Layer Retrieval Grounding
Data Masking Toxicity Detection Auditing
Retention

Salesforce- Your Models

Model Agility Provided Models or LLMs

Real-Time Structured & Unified

Data Data Cloud Lakehouse Unstructured Profiles
Data Actions Vector Database Your Lake

Unified Metadata Framework

Benefits of Prompt Builder

Activate prompts in the flow of work

Build trusted generative AI with ease

Help employees finish tasks faster by
creating prompt templates that summarize
and generate content with clicks

Enrich prompts with your data

Create more relevant prompts grounded in
your business data from CRM, Data Cloud,
and external sources

Augment every business task

Build prompts once and reuse them
everywhere in Einstein Agents, Lightning
pages, and flows
Design With
Prompt Builder

Prompt Template Development Lifecycle

Create a Prompt
Template
Update the Prompt
Template

Test and Refine the

Prompt Template
Review Prompt
Feedback

Activate the
Use the Prompt Prompt Template
Template
Prompt Template Types in Prompt Builder
Create different types of prompt templates in Prompt Builder

Sales Email Field Generation Flex Record Summary

Draft personalized Enable single-click Ground on multiple Support custom
emails grounded in actions to generate objects. Call as an summarization Agent
CRM data. summaries, invocable action in actions for any object
descriptions, and any business process. based on field data,
other field values. activity history, and
related records.

Prompt Engineering
An example
Instruction

I am a salesperson, {name}, {title}, at {company}.

Grounding
I am writing an introduction email to a new prospect,
Data
{contact.name}, {contact.title}, at {contact.company}
Additional considerations:

British English, Formal style

This is an email that should be less than 3 paragraphs.

You must not mention any company name except mine and the prospect.

Do not address contact by pronouns or assume their gender if you don't have data.

Here are 3 examples of introductory emails that have been effective at conversion: ****
 Prompt Engineering
An example
I am a salesperson, {name}, {title}, at {company}.

I am writing an introduction email to a new prospect, {contact.name}, {contact.title},

at {contact.company}

Additional considerations:
Parameters
British English, Formal style
This is an email that should be less than 3 paragraphs.
You must not mention any company name except mine and the prospect. Policies
Do not address contact by pronouns or assume their gender if you don't
have data.
Here are 3 examples of introductory emails that have
Examples
been effective at conversion: ****

Create a Field Generation Template

Exercise 1
Copy long text strings from http://sfdc.co/quickpb (Quip)

Use Prompt Builder to securely bring CRM and

Data Cloud data into generative AI workflows.
Join Me
In this exercise, you use a Field Generation
template to automatically generate descriptions
for Coral Cloud Resort experiences.

Instructions:
● Exercise 1 in the Exercise Guide

PRO Long text strings in the exercise can be copied from

TIP the Quip document at http://sfdc.co/quickpb
 Create a Flex Template
Exercise 2
Copy long text strings from http://sfdc.co/quickpb (Quip)

Create a Flex template that generates a

personalized schedule for a guest. Ground
Join Me the template with data generated by calling
an Apex method.
This template can be invoked from anywhere.

Instructions:
● Exercise 2 in the Exercise Guide

PRO Long text strings in the exercise can be copied from

TIP the Quip document at http://sfdc.co/quickpb

nd
lling

GetStarted
Get StartedFast
FastWith
With Salesforce
SalesforceLabs
Labs
Guide

Solve Business Explore New

Challenges Products

Customize Learn More

Use Be Inspired
Open-Source
30+
Labs Prompts
Trailblazer 500+
Labs on
AppExchange
Demo: Salesforce Labs

Go to:
bit.ly/ai-library
Follow the Salesforce expert as they show a
collection of premade prompt templates available
Visit Me on the Salesforce Labs AI Library. These free
prompt templates are created and curated by
Salesforce employees to help you get started.

Instructions:
● Exercise 3 in the Exercise Guide

Best Practices for

Prompt Builder
Evaluating the Quality of a Response
How to assess effectiveness

☑ Relevant
☑ Achieves goal
☑ Right style and
tone
☑ Accurate
☑ Consistent
☑ No toxicity
☑ No bias

Ground Prompt Templates with Salesforce Resources

Dynamically ground prompt templates with CRM data using merge fields

Data Cloud DMO Merge Fields

Apex Merge Fields
What can you
add to your
prompt Related List Merge Fields
template to
Flow Merge Fields ground your
prompt?
Record Snapshots
Record Merge Fields
Q&A

Share Your
Feedback!

sfdc.co/viw
 Self-paced Learning Credentials

Learn AI on Trailhead Study and Prepare

● Hands-on Challenges! ● Exam Guides

● Premium Video ● Certification Preparation
● Prompt Builder ● Certified AI Associate
Templates Superbadge ● Certified AI Specialist

Resources

Continued Learning on Trailhead

Drive Productivity with Einstein AI
Prompt Builder Basics
Prompt Builder Templates Superbadge

Salesforce Help Documentation

Example Prompt Template Library
Get Started with Prompt Builder Developer Guide
Manage Prompt Templates

Salesforce AI Labs
AI Library website