What it is
Salesforce's tool for creating reusable, templatized prompts that pull in live CRM data. Build once, use across flows, agents, and record pages.
Why it matters
Good AI output requires good prompts. Prompt Builder lets admins create standardized prompts that automatically include relevant Salesforce data - no copy/pasting context. These prompts can then power Agentforce actions.
Template types
- Field Generation - Auto-fill fields
- Record Summary - Summarize any record
- Flex Templates - Custom use cases
Good to know
Included in Salesforce Foundations with 200,000 Einstein Requests.
Related terms
Agentforce
Salesforce's AI agent platform that enables businesses to build, customize, and deploy autonomous AI agents across sales, service, marketing, and commerce.
Einstein
Salesforce's AI brand, originally launched in 2016, covering predictive analytics, recommendations, and now generative AI features.
Salesforce Foundations
A free ($0) add-on for Salesforce Enterprise Edition and above that unlocks access to Agentforce, Data Cloud, and features from Sales, Service, Marketing, and Commerce clouds.