Just added thumbnail previews for reference images in PromptWaffle. It's a small fix, but it makes a big difference when you're visually assembling prompts.

Eventually I’d love to sync it to your AI image save folder so it updates automatically (Comfy, MJ, etc).

Support here: https://ko-fi.com/promptwaffle
#PromptWaffle #AIArtTools #BuildInPublic #ComfyUI #PromptBuilder #GenerativeArt

How To Build Flex and Field Generation Prompt Templates in the Prompt Builder

Prompt engineering is one of the most important skills of our era. With the speedy adoption of AI Large Language Models, the use of language became a very important skill again. One could argue that effective natural language writing will potentially be more important than coding in the future. Prompt writing is also critical for Salesforce Agentforce.

While writing in English – or any other language that the LLM understands – is important, we need to keep in mind how LLMs work so that we can design well-written instructions, establish guardrails, and ground our prompts to produce accurate results.

Writing prompts is not necessarily a Salesforce skill. This is now a universally sought-after skill that everyone needs to master.

Introduction to Prompt Builder

Prompt Builder is a tool to facilitate the creation of AI prompts within Salesforce, enabling users to automate responses based on specific data inputs. This tool is essential for reducing inefficiency when delivering results, thereby increasing operational efficiency across various business functions. 

Integration with Salesforce Flow and Apex

Prompt Builder is very well integrated with Salesforce Flows and Apex. This integration allows for excellent customization and functionality expansion, enabling users to execute sophisticated prompts through elaborate workflows and automate intricate tasks. Additionally, it facilitates simple data retrieval from multiple sources, including Salesforce’s Data Cloud and external APIs.

Salesforce Prompt Template Types

Here are all Salesforce Prompt Template Types:

We will use field generation and flex types for this post.

Real-World Applications

Prompt template is an excellent tool when summarizing the history of a customer and producing recommended actions. This tool can also expedite the process of documenting the actions taken.

Automating the generation of coaching notes can reduce manual processing time from 30 minutes to under 5 minutes.

Data Model

For this use case, I picked a simple data model. The coaching session object is related to the contact for the client. A coaching session record will be created whenever a session is scheduled or delivered. The status field determines whether a session is scheduled or completed. When a new session is scheduled, the date and time of the session is stamped via a record-triggered flow on the client contact record as the next (upcoming) session date and time.

The client contact record also has fields that hold the client’s subscription information and their interests.

Most importantly, all the past coaching session notes need to be considered when preparing for the next session.

Field Generation Prompt Template

The coaching session object includes the preparation notes rich text field. When a new coaching session is scheduled a new record is created. Before the coach goes to this session, they can go into this record and generate preparation notes for their upcoming session.

Field Preparation and Field Generation Prompt Template Creation

Field generation prompt template receives the coaching session record as input. When setting up this prompt template type, you need to scope it for a text or rich text field. Therefore, remember to create this field before you open your prompt builder. In this case, we will scope this prompt template for the preparation notes rich text field.

Record Input

Your prompt template will access all field values of the record it is built on. You can also traverse to related records. You can use field values of the parent records, but referring to related records this way is not very helpful. Your prompt template cannot see a meaningful summary of the related records.

Template-Triggered Prompt Flow Input

This is where flow input comes in handy. You can create a Template-Triggered Prompt Flow and make that flow accessible from your prompt template. Based on my experience, I can say it is quite tricky to make this flow available inside your prompt builder resource picker. I think there is a bug that is scheduled to be fixed soon, that is preventing the flow from showing up in the prompt builder in some cases.

For this use case, I built a flow that retrieves all the past completed coaching sessions and pastes the relevant information into the prompt for the template to consume.

Building the flow is not that difficult, but you will need to loop if you want to summarize multiple records.

Here is how you build the flow:

• Start a Template-Triggered Prompt Flow.
• Configure the start element: Choose Automatic Inputs, Field Generation Template Capability Type and point your start element to the Coaching Session object.

• Get all completed coaching sessions related to the same contact on the triggering record.
• Loop the coaching sessions.
• Add an Add to Prompt element inside the loop, and include the relevant field values in the prompt. Here is what mine looked like:

• • Add another Add to Prompt element outside the loop before the end of your flow and add the following text. This is important for when no prior completed records can be found.

• • Save, debug and activate your flow.

This is what your flow should look like.

Writing the Prompt Template Instructions

Important things to watch for:

• • • • There are effective reusable instructions you will want to save for the future. Therefore, create a text document and save general instructions and guard rails into this document. You can paste these into your future templates later.
      • Start with, “Your job is,” and give the LLM a job description.
      • Continue with context to ground. Drop in relevant field values here. Remember to pick your field values using the resource picker.
      • Then give the template a summary of the past history from the flow. You should be able to see your flow in your resource picker. If you cannot, you may need to save, deactivate, reactivate, try a few things. I had difficulty getting this done to be honest.
      • The large language model does not understand checkbox values or picklists automatically. You need to define and explain what these values mean, and what actions need to be taken.
      • As you write these, be sure to set clear guidelines and include both what to do and what to avoid. Additionally, specify how the response should be structured to keep everything consistent and easy to follow. For example:
        • • We are writing for a Salesforce Rich Text Field, so you’ll need to follow this guidance below:
            • • • Provide output in HTML format. Only Output the text inside the tag pair.
                • Use bullets or numbered lists to highlight key points.
                • Enhance readability by adding rich text formatting (i.e., font, text color, background color, etc.) where possible.
                • Add HTML tags to improve readability.

Save your prompt template and test it. Save a new version when needed. You will need to point the prompt template to an existing record in Salesforce, therefore create a coaching session record before you test. Read the resolution and response carefully. Make iterations and improve the template. Save and activate your work.

Field Generation Prompt Template Content

Here is my complete prompt template content. You can copy and paste this to get started. Remember to delete the inputs, and insert them from your resource picker for accuracy.

Adding the Prompt Template to the Page Layout

Once the prompt template is finished, you need to add the prompt template to the page layout. Go to the object lightning page layout, activate dynamic forms if not already active, pick the preparation notes field and link it to the prompt template you have created.

Field Generation Result

Here is the result of the field generation prompt template on the record.

Flex Prompt Template

Flex prompt template is a more powerful tool. You can set it up using the prompt text you have already created. Flex prompt template can accept up to five different inputs of various different types. They can be built into Agentforce actions and used by Agentforce topics.

Currently, prompt template inputs cannot be changed once configured. You will need to create a new prompt template if you want to change inputs. Therefore, always add at least one free text input when configuring a flex prompt template. This will give you the flexibility you need, if you need to add additional instructions or data to your prompt.

Object Preparation and Flex Prompt Template Creation

The input types you can use, when creating a flex prompt template are:

• Object
• Free Text
• Data Model Object

For this template type, you can input any object you want. They don’t have to be related. You need to makes sure you create you object before you build your template, if you are working with custom objects.

You also don’t specify fields when you build a flex template. Your template will have access to all the fields on the record that will be inputted into the template.

Flex Template Inputs

For this use case we will use three input variables:

• Coaching Session Id
• Client Contact Id
• Free Text Input

We could use just the coaching session Id here, but the additional inputs will give us flexibility in how we process different scenarios. For example: We may decide to use this prompt template even before the first session is scheduled, therefore prompt template could work just by receiving the client contact Id.

Reuse Template Triggered Flow Input

I found that I can reuse the same flow I created for the field generation prompt template. This flow should be accessible for you in your resource picker, when you are building your prompt.

Writing Flex Prompt Template Instructions

The prompt template content for this will be very similar to the field generation example. The main difference will be that you will refer to three inputs and the flow input for this template type. You can start with your own template from the previous example and modify it to fit the needs of the flex template. Or you can use my content provided in the code block below to get started.

Once you finish your first pass, save your prompt template and test it. Save a new version when needed. You will need to point the prompt template to existing records in Salesforce, therefore create a coaching session record before you test. You can add additional data and instructions in the free text input field. Read the resolution and response carefully. Make iterations and improve the template. Save and activate your work.

Flex Prompt Template Content

Here is my complete prompt template content. You can copy and paste this to get started. Remember to delete the inputs, and insert them from your resource picker for accuracy.

Adding Your Flex Prompt Template to Agentforce

I will cover this topic in an upcoming post.

Conclusion

As artificial intelligence continues to redefine the landscape of business processes, tools like Salesforce’s Prompt Builder stand at the forefront of this technological revolution. The insights provided by Jaswinder Rattanpal at TrailblazerDX 2025 inspired this demo and the post. There is no doubt everyone needs to master prompt engineering to prepare for the AI future.

For Salesforce users and enthusiasts looking to discover more about the capabilities of Prompt Builder, the platform provides comprehensive learning and support through Trailhead, hands-on workshops, and a vibrant community forum. Finally, remember to check back at Salesforce Break for additional posts on Prompt Templates and Agentforce AI.

Explore related content:

Salesforce AI: Transforming Data into Sales Engagement

New Agentforce Specialist Certification

How to Get Your AI-Powered Enhanced Developer Org with Agentforce and Data Cloud

#Agentforce #AI #AISpecialist #Einstein #PromptBuilder #Salesforce #SalesforceAdmins #SalesforceDevelopers

Have you been having trouble getting ChatGPT or Copilot to give you what you want? Logitech released a free AI prompt builder that could help.

#AIPrompts #PromptBuilder https://www.msn.com/en-us/lifestyle/shopping/logitech-s-free-ai-prompt-builder-is-surprisingly-handy-here-s-how-i-m-using-it/ar-AA1njzmW

Have you been having trouble getting ChatGPT or Copilot to give you what you want? Logitech released a free AI prompt builder that could help.

#AIPrompts #PromptBuilder
https://www.msn.com/en-us/lifestyle/shopping/logitech-s-free-ai-prompt-builder-is-surprisingly-handy-here-s-how-i-m-using-it/ar-AA1njzmW

Download the "Microsoft AI Builder Prompting Guide"!

This dives into the art of prompt engineering, providing insights on creating effective prompts to maximize AI. From summarization to sentiment analysis, learn how to harness AI's in Power Platform with custom prompts.

A must-read for anyone looking to enhance their AI skills.

DOWNLOAD (.PDF): https://go.microsoft.com/fwlink/?linkid=2255775
DOCS: https://learn.microsoft.com/en-us/ai-builder/create-a-custom-prompt

#AIBuilder #PromptEngineering #PowerPlatform #AI #PromptBuilder #microsoft #msftadvocate