Prompt Builder Templates Superbadge Unit | Challenge 1

Introduction

In this tutorial, we will guide you through the process of creating Prompt Builder templates to enhance AI-powered insights and engagement within Salesforce. This tutorial is based on the Challenge 1 of the Prompt Builder Templates Superbadge unit, which focuses on designing and utilizing prompt templates in a record-triggered flow. By the end of this guide, you will have a solid understanding of how to create and implement these templates effectively.

Step 1: Enable Einstein Generative AI

Before you start creating Prompt Builder templates, ensure that Einstein Generative AI is enabled in your Salesforce organization.

• Navigate to Setup in Salesforce.
• Search for Einstein in the Quick Find box.
• Select Einstein Settings and toggle the option to enable it.

Step 2: Create a Prompt Template

Now that Einstein Generative AI is enabled, it's time to create your first prompt template.

1. Go to App Launcher and select Prompt Builder.
2. Click on New Template.
3. Fill in the required fields:
   • Template Name: Give your template a descriptive name.
   • Template Text: Modify the provided text with the appropriate resource references.
4. Save your template.

Step 3: Use the Template in a Record-Triggered Flow

Once your prompt template is created, you can use it in a flow.

1. Navigate to Flow Builder:
   • Go to Setup and search for Flows.
   • Click New Flow and choose Record-Triggered Flow.
2. Select the object that will trigger the flow.
3. Drag and drop the Action element from the toolbox.
4. Choose Call Prompt Template as the action type.
5. Select your created prompt template from the dropdown.
6. Configure the input variables as needed.

Step 4: Test the Flow and Translation Automations

Testing is crucial to ensure everything works as expected.

1. Save and activate your flow.
2. Create or update a record that matches the flow's trigger criteria.
3. Monitor the execution of the flow:
   • Check if the prompt is generated correctly.
   • Review any translations or outputs produced by the flow.

Step 5: Debugging and Common Pitfalls

If you encounter issues during testing, consider the following:

• Ensure your prompt template is correctly configured and saved.
• Verify that Einstein Generative AI is still enabled.
• Check for any errors in the flow configuration.

Conclusion

In this tutorial, you learned how to enable Einstein Generative AI, create a prompt template, integrate it into a record-triggered flow, and test the setup. By mastering these steps, you can effectively leverage AI capabilities within your Salesforce environment. For further learning, explore additional resources on Salesforce Trailhead and consider tackling more challenges in the Prompt Builder Templates Superbadge.