Podcast Episode Details

Salesforce Prompt Builder Features Every Admin Should Know

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Today on the Salesforce Admins Podcast, it's time for a deep dive with Josh Birk, who talks to Raveesh Raina, Principal Solutions Engineer at Salesforce.

Join us as we chat about what Prompt Builder can do and how to write effective prompts.

You should subscribe for the full episode, but here are a few takeaways from our conversation with Raveesh Raina.

Intro to Prompt Builder

Raveesh is the perfect person to talk to about Prompt Builder and all the cool stuff you can do with it. As a Solutions Engineer, he works with customers to implement the latest and greatest Salesforce innovations and right now, that's Prompt Builder.

Prompt Builder takes all the power of LLMs and combines it with your Salesforce data. You can use it to help you write personalized emails to customers, build out records with more information, and much, much more.

The four prompt template types and what they do

Right now, there are four prompt template types in Salesforce:

1. The sales email template drafts an email you need to send to your customer. Some examples include introducing them to a new product, or reminding them about an appointment.

2. With the field generation template, you can quickly and easily populate or complete a specific field on a record page with a summary or description created by an LLM.

3. The record summary template does exactly what it says it does: summarizes a record. This one is really easy to use via Einstein Copilot, and his clients love it for meeting prep.

4. Finally, there's the flex prompt template. This can be used anywhere and everywhere on the platform to create a customized prompt template that incorporates records from multiple objects simultaneously. An example would be to create a personalized product recommendation for a customer based on an Einstein Next Best Action.

With all of these prompt templates, you can dynamically ground them with data from Salesforce or Data Cloud. That gives the LLM the power to pull data from records or, with flows, from pretty much any object—standard or custom—in your Salesforce org.

How admins can write effective prompts

So how do you write effective prompts that do what you want them to do? Raveesh has four tips to share with us:

1. Be explicit about your expectations and goals. What are you hoping to get out of the response? The AI needs a clearly defined goal in order to generate a good response.

2. Contextualize the information. State if you want to add related records to contextualize the response.

3. Specify your role. What is the persona for which this prompt template is built?

4. Add limitations and set boundaries. For example, "do not exceed 500 characters." The AI needs to be told, and sometimes told again, what not to do. This is especially important to think about as you test and refine your prompt in order to get consistent results.

There's a lot more great stuff from Raveesh about building better prompts and how Salesforce protects your data, so be sure to listen to the full episode. And don't forget to subscribe to hear more from the Salesforce Admins Podcast.

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  Published on 1 year, 5 months ago