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#Prompt Builder16 personnes en discutent

Activates custom prompts in the flow of work

Hi Trailblazers—looking for help/escalation on a stuck hands-on verification.

Unit: https://trailhead.salesforce.com/content/learn/projects/quick-start-create-prompt-builder-flex-template/add-a-flow-to-your-prompt-template?trail_id=become-an-agentblazer-innovator-2026 Org ID: 00DWU00000tgrg9 (launched via the unit’s Launch button; org picker is locked) Error: “We can’t find the New Guest Newsletter prompt template activated.”

What exists in the org:

  • Template Label: New Guest Newsletter (also tried v2)
  • API Name: New_Guest_Newsletter (also _v2)
  • Type: Flex | Status: Activated (toggled multiple times)
  • Inputs:
    1. Reservation | API: Reservation | Type: Object | Object: External Reservation
    2. Experiences | API: Experiences | Type: Free Text
  • Prompt uses only: {{Input.Reservation.External_Guest__r.First_Name__c}} {{Input.Reservation.Check_in_Date__c}} {{Input.Reservation.Check_out_Date__c}} {{Input.Reservation.Room_Type__c}} {{Input.Experiences}}

Tried: delete/empty Recycle Bin, rebuild from scratch, incognito relaunch, full Trailhead/org sign-out/in, session rebinding, alternate label/API name, reactivation toggles. Launch is bound to this org.

Request: Please reset/rebind the verifier for this playground or confirm the exact object/API names the checker expects so I can complete the step. 

 

#Trailhead Challenges  #Trailhead  #TrailblazerCommunity  #Prompt Builder

2 réponses
  1. 23 oct., 21:01
    Not sure how, I spent a lot of time trying to find a way to ask for help and this was the only option I could find
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Anson Felder a posé une question dans #Trailhead Superbadges

I am on the second step of this Superbadge and have run into two separate issues. I have walked through this configuration in two separate developer environments, with the same issues: 

 

1. Prompt Template validation:  

When I create the specified prompt template (Translate Survey Input), I update the [Survey Input Field] with the dynamic value of Input.Fitness.Survey_Input__c using the 'Insert Resource' button. I test out the prompt and its working as expected. When I try to validate, I get the following error from Trailhead:  

Superbadge: Prompt Template Builder

 

2. Synchronous Flow error: 

I successfully add the Prompt Template Actions as well as the Update Records action to set the Translated Survey Field.  

 

image.png

 

If I keep this in the "Run immediately" flow, I get the following error when creating a new Fitness record: 

 

image.png

 

I

believe

the fix is to make this entire flow asynchronous. When I switch the flow over to an async path: 

 

 

 

image.png

 

This works, but there is a delay for the updated Translated Survey Input. 

 

Any suggestions would be super appreciated 

 

 

#Trailhead Superbadges  #Flows  #Prompt Builder

3 réponses
  1. Hier, à 22:16

    Hi , 

     

    I think if there might be another difference between the template configuration expected by the Challenge checker and your current Version 5 configuration.

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I am testing my first attempt at agentforce/AI in a developer org and am looking to build a "chat summary" feature which summarises an ongoing enhanced chat/messaging session into a field on the messaging session record.  This summary is done at the point of transfer between either Bot->Agent or Agent-> agent (will save the agent time reading through the whole transcript when receiving chats) 

 

(I do undertand this feature is available via a paid add-on..... but this is a simple POC I am trying out to test the viability) 

 

Currently - I am triggering the whole piece via a record triggered flow which runs at the point a Messaging Session changes ownership.  At this time, my flow does the following: 

 1) Use the current MessagingSession ID to get the messaging session record 

2) Call a piece of apex code which gathers all conversation items relating to the messaging session, orders them from old to new, then outputs them as a single piece of text. 

3) Use this single piece of text as an input to Prompt Builder.  Ask the agent to summarise the text in a concise manner as to what has been spoken about so far in the conversation and offer the human agent suggested follow up questions.  Output this summary as another piece of long text 

4) Back in the flow, assign the output from the prompt builder to a field on the Messaging Session then update the messaging session 

 

The whole flow runs successfully, and when I manually debug the flow by entering a messaging session ID as a debug input, it works like a dream.  The conversation in the messaging session is summarized exactly as I would expect. 

 

However - when I run this "real time" - the flow runs successfully and I can see (by running a debug log) that the input to the prompt builder is exactly as I expect (ie a long text field of the whole conversation to date).  However, at this point, the output from the prompt builder seems to return a complete hallucination - providing an output which is a summary or something, but has no relationship at all to my inputs.  It consistently mentions fields like <ORDER_NO> and <CUSTOMER_ID> - even though these are items for which I have never referenced in any of my inputs, and which do not exist in my prompt builder prompt. 

It is like it is summarising messaging sessions from another org!? The thing is, I have also made an output to stick the current Messaging Session ID onto the messaging session after the output, so I know it is using this correct ID to lookup the converation.  

 

My Question:

 

Is there any way for me to "see" what is happening inside prompt builder during a real-time run. Because when I do this using the debug in the prompt builder UI - it works perfectly!  The issue seems to only happen during "production" end-to-end runs.

 

 

Example Input:

Custom AI conversation summary of enhanced chat - Prompt Builder hallucinations

 

OUTPUT provided using Debug Session: 

 

image.png

 

 

 

OUTPUT provided using real-time end to end flow: 

image.png

 

 

 

#Prompt Builder  #Messaging Session  #Agentforce  #Developer Edition Org  #Salesforce Developer

2 réponses
  1. 13 oct., 11:31

    Yes. Turn on the Einstein generative AI audit data. You can then see the exact prompt that was sent to the LLM, and the exact response, for every call, including the ones fired from your record-triggered flow.

     

    How to see it

    1. Setup > Einstein Setup: turn on Einstein Generative AI data collection and storage (audit and feedback data). Data Cloud must be provisioned in the org.
    2. Do one real end-to-end transfer again.
    3. In Data Cloud > Query Editor (or a Data Cloud report), look at GenAIGatewayRequest__dlm. The maskedPrompt__c field holds the fully resolved prompt that actually went to the model (after Trust Layer masking), and userId__c shows which user the call ran as. The model's answer is in GenAIGeneration__dlm.responseText__c. New records can take a little while to show up.

     

    What to look for

    • Compare the prompt from a debug run with the prompt from a live run. Placeholders like <ORDER_NO> and <CUSTOMER_ID> are a classic sign that the model received your instructions but not your transcript, so it wrote a generic sample summary. The audit record will show whether the transcript was really in the live prompt.
    • Check userId__c on the live request. When you debug, everything runs as you. In a live transfer, the ownership change is made by routing (the accepting agent, or an automated/system user), so the flow and the prompt template run as that user. Make sure that user has the Prompt Template User permission set and access to everything the template and your Apex read.
    • Check that the prompt action's input in the flow is mapped to your Apex output on the path that runs live, not to a variable that only gets populated when you debug.

     

    If you found this answer helpful, please mark it as helpful.

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In Production, Flex Consumption is visible under Digital Wallets. In my Sandbox, it does not appear. The Sandbox only shows the list view of “All Digital Wallets” and “Recently Viewed.”

Does Flex Consumption show only in Production? Or is it available in a Sandbox as well, but requires some configuration or setup to become visible?

Any guidance on what needs to be enabled or configured to see Flex Consumption under Digital Wallets in a Sandbox would be appreciated. 

 

#Agentforce  #AgentforceWorldTour  #AgentforceBuilder  #Mvp-agentforce-prompt-builder-team  #Prompt Builder

1 réponse
  1. 14 oct., 14:05

    Hi @Sourabh Dondekar Yes, this is expected. Flex Credit consumption is viewed through Digital Wallet in Production, even for Sandbox usage.

    A few key points:

    1. Digital Wallet consumption details are available in Production.
    2. Sandbox usage can be tracked from the Production Digital Wallet.
    3. Make sure you have the required permissions to view consumption details.

    Check Digital Wallet in your Production org. You don't need to enable any separate setting in Sandbox.

    Hope this helps!

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Hi Everyone,

  • Are Flex Credits consumed by Agentforce agents and Prompt Templates reflected in Digital Wallet in real time?
  • If there is a delay, what is the usual update frequency?
  • Does the consumption data update immediately when a Prompt Template is invoked through a Record-Triggered Flow or Autolaunched Flow?
  • How can we verify actual credit consumption if Digital Wallet doesn't update immediately?

Could anyone share their experience or official Salesforce documentation regarding this?

Thanks!  

 

#Agentforce  #Agentblazer_Legend  #Prompt Builder  #TrailblazerCommunity  #AgentforceBuilder

1 réponse
  1. 13 oct., 11:31

    Short answer: it's near real-time, not instant.

     

    From Salesforce Help (Monitor Usage for Consumption-Based Products in Digital Wallet): "Consumption information is updated multiple times a day but can take longer in some situations." Each consumption card shows a Last Processed date and time. Anything that ran after that timestamp isn't in the numbers yet.

     

    Taking your questions in order:

    1. Real time? No. Usage is collected and processed through Data Cloud data lake objects, so expect a lag of hours, not seconds.
    2. Update frequency: "multiple times a day". The Last Processed time on the card tells you exactly how fresh the data is. Underneath, usage is stored at hourly and daily level (the TenantHourlyEntitlementConsumption and TenantDailyEntitlementConsumption DLOs).
    3. Prompt templates called from record-triggered or autolaunched flows: no difference. They show up after the next processing run, not the moment the flow runs.
    4. Verifying actual consumption:
      • Digital Wallet > Consumption Insights shows usage by type for a specific day or time period.
      • Build a Data Cloud report on the TenantEnrichedUsageEvent DLO. Salesforce built it for consumption reporting, and reports on it don't cost credits. Group by Usage Type Developer Name and Resource ID or API Name to see which agent, action or template used credits, and add Units Consumed. See the Help articles "Report On Usage by Feature With Digital Wallet" and "Create a Report on Usage by User ID".
      • If Digital Wallet and your invoice ever differ, the monthly statement is the source of truth.

     

    Tip for testing: run your flow a known number of times, note the time, and check again after the next Last Processed timestamp. That gives you a clean per-run credit figure.

     

    If you found this answer helpful, please mark it as helpful.

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  • We have limited Flex Credits and want to make them available for all users in our Salesforce org.
  • We have created a Prompt Template and are invoking it from a Record-Triggered Flow.
  • We want to execute the prompt under a specific user context instead of allowing every user to execute it independently.
  • If we assign the Prompt Template User permission to a specific user and configure the flow to run in that user's context, will the prompt execute successfully?
  • Will this approach help us control or reduce Flex Credit consumption when multiple users trigger the flow?
  • Are there any licensing or permission requirements, such as the AI unmetered user license or Prompt Template User permission, that could prevent the prompt from executing?
  • Is there a recommended Salesforce-supported approach to allow all users to benefit from the prompt while managing limited Flex Credits?
  • Are there alternative solutions, such as a dedicated integration user, asynchronous Flow execution, or another automation design, to achieve this?

We would appreciate guidance on the recommended approach, including any limitations or best practices for managing Flex Credits when Prompt Templates are invoked through Record-Triggered Flows.

 

 

#Agentforce  #Prompt Builder  #Mvp-agentforce-prompt-builder-team

1 réponse
  1. 12 oct., 11:02

    Hi @Sourabh Dondekar Good question! Using a dedicated user for Prompt Template execution can help manage access, but it won't directly reduce Flex Credit consumption.

    A few suggestions:

    1. Flex Credits: Usage depends on billable AI executions, not the number of users.
    2. Running User: Record-Triggered Flows don't allow you to directly select a specific running user.
    3. Permissions: Make sure the execution context has the required Prompt Template permissions and access.
    4. Flow Optimization: Trigger the prompt only when necessary, using entry conditions and field-change checks.
    5. Asynchronous Flow: Helps manage processing but doesn't reduce credit consumption by itself.
    6. Monitoring: Use Digital Wallet to monitor usage and identify unnecessary executions.

    My suggestion: Focus on reducing unnecessary prompt calls rather than restricting users. You can also consider a centralized automation approach for better control.

    Hope this helps!

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Caroline Fearey a posé une question dans #Trailhead Challenges

I complete all the steps, and my end result is working as expected (screenshot below), but it still doesn't pass me: "The 'Translate Survey Input' action is either missing, named incorrectly, or not positioned after the existing Get elements in the 'Translate Fitness Survey Input' flow. Review the 'Work with the Prompt Template in a Flow' scenario and related Help article for element configuration."

 

Agentblazer Innovator | Superbadge: Translate Text with a Prompt Template and Record-Triggered Flow

 

I've started from scratch a few times and used a new org, but no luck. Can anyone help? Am I missing something? 

 

Screenshots from my setup: 

 

Screenshot 2026-10-02 at 4.02.40 PM.png

 

 

Screenshot 2026-10-02 at 4.02.57 PM.png

 

 

Screenshot 2026-10-02 at 4.03.50 PM.png

 

 

 

 

 

 

#Trailhead Challenges  #AgentblazerInnovator  #Trailhead Superbadges  #Prompt Builder  #Flow

4 réponses
  1. Forum Ambassador Eric Burté (DEVOTEAM)
    2 oct., 22:02

    Hello @Caroline Fearey concerning the action, check your API name; it is written " Label the action Translate Survey Input with API name Translate_Survey_Input using any description you’d like". Yours has an extra "Fitness" in it.Hello concerning the action, check your API name; it is writtenEric

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Tugba Salis a posé une question dans #Trailhead Support

For a Template-Triggered Prompt Flow using the 'Service Email Summary Template Capability,' the only input available is plain Email Content text — no Case ID or record reference. Is there any way to also pass in a Case record or its fields with this specific flow type and capability, or is that a hard limitation?

 

#Trailhead Support  #Flow  #Prompt Builder  #Einstein For Service

1 réponse
  1. 30 sept., 18:12

    @Tugba Salis

    your read is correct here - this is a hard limitation, not something that you are missing in the config.  

     

    Standard capability templates have a fixed input defined by the feature that invokes them. Einstein Email Summaries fires against the email itself, so the capability hands the template the email content and nothing else. 

     

    So the way I see it you have two options here:  

     

    Option 1 - you may be able to parse the Case Id from the email text. If your org uses ref ID threading for Email-to-Case, then the case id would be in the email body, and you can use the prompt flow to parse it out.  

     

    Option 2 - build a Flex template instead. Flex templates let you define your own inputs, so you can pass the Case record and use it how you please. You can use this through a quick action / screen flow / agent action / apex - whatever works for you. 

     

    Let me know if that makes sense  

     

    Thanks 

    Steve 

     

     

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chandrika bobbili a posé une question dans #Trailhead Challenges

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.     

Sales Email is missing from the Prompt Template Type dropdown in my Einstein AI Playground. Einstein is on and Prompt Template Manager is assigned. Please check my Playground or reset it. Screenshots attached. Playground expires 9/24/2026.

 

Screenshot 2026-09-21 122144.png

 

 

  

Screenshot 2026-09-21 122218.png

 

 

 

#Trailhead Challenges  #Sales Emails  #Prompt Builder

1 réponse
  1. 25 sept., 10:26

    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

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I have a Prompt Template that is invoked from a Record-Triggered Flow.

The user who triggers the record-triggered Flow does not have:

  • Prompt Template User permission 

I would like to understand the expected Salesforce behavior:

  1. Is the Prompt Template User permission required when a Prompt Template is invoked through a Record-Triggered Flow?
  2. If the triggering user does not have this permission, will the Prompt Template still execute?
  3. If the Prompt Template executes successfully, will it consume Flex Credits?
  4. Which user's permissions are evaluated when the Flow invokes the Prompt Template—the Flow-running user or the automation/system context?
  5. What is the purpose of the Prompt Template User permission if Prompt Templates can be invoked through Flow?

 

Looking for clarification based on the current Salesforce behavior/documentation for Record-Triggered Flow → Prompt Template

. 

 

#Agentforce  #Prompt Builder  #Mvp-agentforce-prompt-builder-team  #AgentforceTesting

8 réponses
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