#Prompt Builder9 人がディスカッション中

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.     

A few weeks ago at True to the Core (TTTC) during TDX, I asked the Salesforce Team to clarify the pricing for Prompt Builder. 

Salesforce Foundations is a free offering that includes Agent Conversations, Data Cloud, and features from Marketing and Commerce. However, despite what Trailhead and Salesforce Pricing pages suggest, it does not include Prompt Builder. 

Since raising this at TTTC, I’ve spoken with multiple Salesforce teams, and even they can’t agree—some say Prompt Builder is included, others say it isn’t. In practice, it’s not available in a Salesforce Foundations org, as the required Permission Sets (Prompt Template Manager, Prompt Template User) and Permission Set Licenses (Einstein Prompt Templates) are not provisioned. 

Currently, it appears Salesforce intends to require an Einstein for Service, Einstein for Sales, or Einstein for Platform license — effectively making Prompt Builder subject to both user-based and consumption-based licensing. 

I appreciate that Salesforce teams have been working on this behind the scenes, and I’ve noticed a shift in messaging. Since TDX, Agentforce’s response on Salesforce Help has changed from ❌ “Prompt Builder is not explicitly mentioned as part of Foundations” to ⚠️ “Prompt Builder is available with Salesforce Foundations, but on a limited basis.”

This lack of clarity is a problem for the nonprofit clients I work with, as they rely on the Power of Us Program for courtesy licenses in the first place. 

I’d like the Salesforce team to: 

1️⃣ Clarify whether Prompt Builder is included in Salesforce Foundations, as the official materials currently contradict each other. 

 2️⃣ If Prompt Builder requires per-user licensing (even temporarily), consider extending the Power of Us Program to provide courtesy Prompt Builder licenses alongside the standard courtesy Salesforce licenses. 

 3️⃣ Correct all marketing and documentation to clearly reflect whether Prompt Builder is included with Foundations (or not). 

At TTTC, it was suggested that Prompt Builder was coming to foundations, but I didn’t get a clear time commitment to the above, so I’m posting here. 

Before I raised this at TTTC I verified this was not currently available in two separate orgs both with Salesforce Foundations enabled. 

If you need a recap you can watch the recording of this question from 11:27 on Salesforce+

#TTTC #True To The Core #Prompt Builder #Power Of Us HUB #AI #Prompts #TDX25

@Prompt Builder @* Salesforce Platform * @Trailblazer Community Cove @* Customer Success * @Nonprofit Hub 

🔗 Just published: Agentforce Prompt Templates in MCP | Connect with Claude 

I'm showing you how to embed Agentforce Flex Prompt Templates directly into your MCP server, so Claude automatically picks them up every single time. 

This matters because: 

✓ Your AI workflows stop being one-off queries and become production systems 

✓ Standardized prompts across Salesforce + Claude mean consistency at scale 

✓ You're reducing context switching and manual prompt engineering 

In this video: 

🎯 Use Case I: Daily high-priority case information surfaced in real-time 

🎯 Use Case II: Dynamic account snapshots with full context 

If you're building Agentforce agents that talk to Claude, or running Claude with Salesforce data—this is how you scale it without reinventing prompts. 

Watch the full breakdown 👇 

6 Ways To Try Out the Latest AI and Data Innovations From Salesforce

Are you ready to unlock the potential of Data and AI in your applications?

We've curated a series of learning events and resources that will empower you to get hands-on with Data Cloud, Prompt Builder, and Einstein Copilot.

Whether you're a seasoned developer or admin, or just starting your AI and data journey, we have deep technical learning opportunities for everyone.

Read the full blog post here to find and register for all the resources and learning events for you.

@* Data 360 * #Data Cloud #Prompt Builder #Einstein Copilot #Copilot Builder #AI #Generative AI @Agentforce Vibes IDE @Trailblazer Community Cove

While working on the Salesforce Prompt Builder > Sales Email Template. I have noticed the following, would like to know the thoughts of the community on the below observation.

Scenario 1:

I have created a template using the standard input fields, where in a few sections I have traversed through the child objects and provided Field names as inputs in my prompt template.

Scenario 2:

I have created a flex template, where I have provided the flow (The template triggered prompt flow has got all the records of that object, looped them and provided as input to the prompt template)

Observation: I have observed no much difference in the output provided by both Scenario 1 and Scenario 2, except for additional step of creating a flow to get records as input to a prompt template with in a flow. As per Salesforce, unless there is a custom logic where flow filters out the data based on the input I really do not see much of a difference in the output. But, I doubt this !

Feedback:

1. Could anyone please post their observations / thoughts on the above two scenarios?

2. Is there anything intresting you have observed while working on the prompt templates that stood out for you and want to advise me specific to Sales email prompt template creations.

Thanks!

#Prompt Builder  #Sales Cloud Einstein  #Einstein Bots  #Service Cloud Einstein

🧠 Einstein Copilot & Prompt Builder Flow Overview: A Visual Guide 🔥

Are you struggling to wrap your head around how Einstein Copilot & Prompt Builder work together within Salesforce, alongside other components like Flow, Apex, API, Record Pages, Email Composer, and more? I certainly was, which is why I created this post.

This blog post, featuring an animated guide, will walk you through the flow, making it easy to understand how these components integrate to deliver powerful automation and AI-driven capabilities in your Salesforce Org. 💪

https://www.asagarwal.com/einstein-copilot-prompt-builder-flow-overview-a-visual-guide

If GenAI in Salesforce is one of your focus areas, don’t miss my complete series of step-by-step guides 📚 on "Mastering Einstein Copilot & Prompt Builder" - your ultimate resource for harnessing Salesforce’s Generative AI capabilities.

https://www.asagarwal.com/mastering-einstein-copilot-prompt-builder

#Einstein Copilot  #Generative AI  #Prompt Builder