How to Use Prompt Builder in Salesforce: A Complete Step-by-Step Guide

Salesforce Prompt Builder is a powerful feature within Einstein Generative AI/Agentforce that enables organisations to create intelligent, reusable AI prompts using real-time CRM data. These prompts can automate content generation, summarise records, assist agents, and enhance overall productivity across Salesforce applications.
This guide explains how to enable and use Prompt Builder in Salesforce, step by step, clearly and technically.

Step 1: Enable Einstein Generative AI / Agentforce in Salesforce

Before you can access Prompt Builder, you must enable Salesforce’s AI capabilities.

1. Log in to Salesforce as a System Administrator.

2. Navigate to Setup.

3. In the Quick Find box, search for Einstein or Agentforce.

4. Enable Einstein Generative AI.

5. Please look over and accept any required terms and conditions.

Assign the necessary Einstein and Prompt Builder permissions to relevant user profiles or permission sets.

Step 2: Access Prompt Builder

Once Einstein AI is enabled, you can access Prompt Builder from Salesforce Setup.

1. Go to Setup.

2. Search for Prompt Builder in the Quick Find box.

3. Click on Prompt Builder.

4. Select New Prompt Template to begin creating a prompt.

Prompt Builder allows you to design prompts that can be reused across different Salesforce records and automations.

Step 3: Select the Appropriate Prompt Type

Salesforce provides multiple prompt types based on different business use cases. Choosing the right prompt type ensures accurate and relevant AI output.

Available Prompt Types:

• Text Generation
  Used for creating emails, messages, descriptions, and customer responses.

• Summarization
  Generates concise summaries for cases, activities, call notes, or records.

• Field Generation
  Automatically populates Salesforce fields using AI-generated content.

• Agent Actions
  Designed to support AI agents by triggering actions or responses.

Select the prompt type that best matches your business requirement.

Step 4: Choose Salesforce Object and Map Data Fields

To make prompts context-aware, you must connect them to Salesforce data.

1. Select a Salesforce object such as Lead, Contact, Case, Opportunity, or Custom Object.

2. Map relevant CRM fields (e.g., Name, Status, Description, Industry).

3. These fields provide real-time data that the AI uses to generate personalised and accurate responses.

This step ensures that the AI output is tailored to each specific record.

Step 5: Write Clear and Effective Prompt Instructions

This is the most critical step in Prompt Builder configuration.

Best Practices for Writing Prompts:

• Clearly define the task you want the AI to perform.

• Specify the tone (professional, friendly, formal, concise).

• Mention the desired output format (paragraph, bullet points, summary).

• Avoid vague or open-ended instructions.

Step 6: Test and Preview the Prompt Output

Before activating the prompt, testing is essential.

1. Click Preview or Test within Prompt Builder.

2. Review the AI-generated output using sample records.

3. Refine instructions or data mapping if the output does not meet expectations.

Testing helps eliminate errors and ensures consistent results in real-world usage.

Step 7: Save, Activate, and Deploy the Prompt

After successful testing:

1. Save the prompt template.

2. Activate the prompt.

3. Assign it to:

   • Salesforce Flows

   • Agentforce AI agents

   • Lightning record pages

   • Custom buttons or automations

Activation makes the prompt available across Salesforce for business users.

Step 8: Use Prompt Builder in Daily Salesforce Operations

Once deployed, Prompt Builder can be used across various workflows, including:

• Generating personalised emails directly from record pages

• Automatically summarising support cases.

• Assisting sales and service agents with AI-powered responses

• Enhancing AI agents and automation workflows

• Reducing manual content creation and data entry

Conclusion

Salesforce Prompt Builder enables businesses to leverage generative AI directly within their CRM. By combining structured prompts with real-time Salesforce data, organisations can improve efficiency, consistency, and user productivity while delivering smarter customer experiences.