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Unleashing Productivity: Master Prompt Templates with Flow Tools

May 15, 2024 by Raveesh Raina Leave a Comment

Prompt Builder became generally available on February 29, just over two months ago. Since then, we’ve seen a lot of Salesforce Admins start to experiment and come up with a wide variety of use cases to leverage it. From summarizing records to generating points of view and even creating business-context rich emails, there are a tremendous amount of use cases that Prompt Builder can help solve for.

In my previous write-up of Prompt Builder, I focused on the importance of grounding prompts and prompt templates with your rich CRM data. This can be easily achieved using standard tools such as merge fields (from objects), flows, and Apex classes. Incorporating these prompt templates into a variety of template types such as emails, Field Generation, and even Flex templates is also easy.

The current challenge

While the out-of-the-box user experience for Prompt Builder is great, it often takes too many clicks to

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