I'm working on the Trailhead challenge "Create a Sales Email Prompt Template" in my Einstein AI Playground.
In Setup, I opened Prompt Builder and clicked New Prompt Template. The Prompt Template Type dropdown lists types such as Flex, Record Summary and SDR Qualification, but Sales Email does not appear.
What I've checked: Einstein is turned on in Einstein Setup. The Prompt Template Manager permission set is assigned to my user (assigning it again gave a duplicate assignment error). I logged out, logged back in and refreshed, but the option is still missing. I found no toggle for Sales Email in Setup.
The challenge requires the Sales Email type, with Contact as the recipient and Guest Event as the related object, so I can't use Flex instead.
My Playground expires on 9/24/2026 at 5:30 AM GMT+5:30. Could someone check my Playground, enable the Sales Email type, or issue a fresh Playground that includes it?
I've attached screenshots of the dropdown list. Thank you.
#Trailhead Challenges #Sales Emails #Prompt Builder
Hi chandrika,
"Einstein is on" (general Einstein Setup) and the Prompt Template Manager permission set are not the same as the specific toggle that unlocks the Sales Email template type. There's a separate setting you need:
1. From Setup, search for Einstein for Sales (not the general "Einstein Setup" page)
2. Find Turn on Sales Emails and set it to True/enabled
3. Go back to Prompt Builder → New Prompt Template — Sales Email should now appear in the Prompt Template Type dropdown
This is a distinct feature toggle specific to Sales Cloud's Einstein for Sales add-on, separate from the general Einstein enablement and separate from the Prompt Template Manager permission set (which controls who can build/run templates, not which template types exist in the org). Missing this specific toggle is exactly why Flex, Record Summary, and SDR Qualification show up (those don't depend on it) while Sales Email doesn't.
Given your Playground expires soon, do this now rather than waiting on a reset — it's a self-service Setup toggle, not something that needs platform-side intervention, so you shouldn't need a fresh Playground at all.
Reference:
https://developer.salesforce.com/agentforce-workshop/prompt-builder/3-sales-email