This Badge Requires a New Custom Data Cloud and Einstein AI Playground
You’ll have limited time to complete this badge and any other badge requiring a Data Cloud and Einstein AI Playground. If you run out of time, you’ll lose access to this Playground and may need to start over.
Add Data to a Prompt Template to Quickly Draft Emails
Create and Use a Sales Email Prompt Template
Coral Cloud goes to great lengths to give its guests a fantastic vacationing experience that feels perfectly tailored to their interests. That level of personalization takes a lot of effort. One example is the welcome email that every guest receives upon check-in. It includes more than just the WiFi password. Staff at the front desk often add small details from the conversations they have during check-in. This time-consuming task is about to get a lot easier thanks to Prompt Builder.
As you learn in the Prompt Builder Basics badge, the key to scalable generative AI is to use prompt templates to tell a large language model (LLM) how it should generate content. Prompt templates merge specific data, such as reservation details, with general instructions to make a unique prompt each time the template is called. There’s an art to creating prompt templates, which you can learn about in the Prompt Fundamentals badge. And if you want to know more about LLMs in general, check out the Large Language Models badge.
Becca wants to create a prompt template for drafting welcome emails. She wants to include details about the most recent reservation and allow front desk staff to quickly add personal touches to the generated messages. She starts by navigating to Prompt Builder in Setup.
- Click the Setup icon
, then click Setup.
- Type
prompt
in search, then click Prompt Builder.
- Click New Prompt Template.
- For Prompt Template Type, choose Sales Email.
- For Prompt Template Name, enter
Check-in Welcome
.
- Keep
Check_in_Welcome
as the API name.
- For Description, type
Check-in welcome email
.
- For Related Object, choose Guest Event.
- Click Next.
For the sake of time, instead of writing a prompt from scratch, let’s just use the one Becca has been working on.
- Paste the following into the Prompt Template Workspace.
- Click Save.
- Click Activate.
Notice that Becca’s prompt includes multiple merge fields, which are colored blue. One field, Guest_Event__c.Details__c, contains data that originated from Reserv-o-matic. Nice for it to make an appearance!
Test Your Work
The final step for any good admin is to test their work, and that’s exactly what Becca does next.
- Close the Setup tab to return to the Sales app.
- Click the Contacts tab.
- Click Sofia Rodriguez.
- Click the Email icon.
- Click Draft with Einstein
.
- Click Use pre-made instructions, then choose Check-in Welcome.
- For Guest Event, choose the GE record created in the previous section.
- Click Continue.
At this point Agentforce is writing the welcome email based on the new prompt template, and in a moment the draft will appear. Front desk staff can review the results, and add in any personal touches they’d like.
- Click Done.
- Click Send.
And there you have it. In just a few clicks, a personalized and informative welcome email is on its way to another happy guest. Becca is quite satisfied with the way her project combined Data Cloud, Agentforce, and Prompt Builder to improve the experience of guests and staff alike. And after a short moment of reflecting on the success of the project, Becca sets out to find the social coordinator to begin their next AI + Data adventure.