Cannot see prompt builder in the set up in this org: https://orgfarm-c6671c6348-dev-ed.develop.lightning.force.com/lightning/setup/SetupOneHome/home
#Trailhead Challenges
7 answers
Hello @Nisha Jaichand,
Before you can use Prompt Builder, enable Einstein in the organization and assign users the correct permission set.
- Set Up Einstein Generative AI in Setup.
- To build prompt templates, turn on Sales Emails.
- From Setup, in the Quick Find box, enter Einstein Sales, and then select Einstein for Sales.
- Enable Sales Emails. It can take a few minutes before the feature is ready to use.
- Assign the Prompt Template Manager permission set to users that need to create and manage prompt templates in Prompt Builder.
- From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
- From the Permission Sets list view, click Prompt Template Manager.
- From the Prompt Template Manager detail page, click Manage Assignments and Add Assignments.
- Select the checkboxes next to the names of the users, including yourself, that you want assigned to the permission set, and click Next. To add a user to the Prompt Template Manager permission set, the user must have access to Setup.
- Click Assign.
- Assign the separate Prompt Template User permission set for end users that need to access and run prompt templates.
- Refresh the page so that Prompt Builder is now visible in Setup.
- To open Prompt Builder from Setup, in the Quick Find box, enter Prompt Builder, and then select Prompt Builder.