Let’s face it: As a Salesforce Admin, you’re already juggling workflows, security settings, automations, and the ever-growing stack of requests from across your org. Now, toss in generative artificial intelligence (AI) and suddenly, everyone expects you to be part admin, part prompt whisperer.
Good news: You don’t need to be a data scientist or a large language model (LLM) expert to create effective generative AI experiences in Salesforce. You just need to know how to engineer a good prompt. And with Prompt Builder, Salesforce gives admins like us the tools we need to do just that—securely, scalably, and with clicks (not code).
In this post, I’ll cover best practices for prompt writing, how to build safe and accurate prompts, techniques to scale impact, and common pitfalls to avoid. Whether you’re just starting out or already designing prompt templates for your org, this guide is meant to help you build better
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