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7 answers
  1. Feb 26, 4:30 AM

    Hello @Nisha Jaichand

    Before you can use Prompt Builder, enable Einstein in the organization and assign users the correct permission set.

    1. Set Up Einstein Generative AI in Setup.
    2. To build prompt templates, turn on Sales Emails.
      1. From Setup, in the Quick Find box, enter Einstein Sales, and then select Einstein for Sales.
      2. Enable Sales Emails. It can take a few minutes before the feature is ready to use.
    3. Assign the Prompt Template Manager permission set to users that need to create and manage prompt templates in Prompt Builder.
      1. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
      2. From the Permission Sets list view, click Prompt Template Manager.
      3. From the Prompt Template Manager detail page, click Manage Assignments and Add Assignments.
      4. 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.
      5. Click Assign.
    4. Assign the separate Prompt Template User permission set for end users that need to access and run prompt templates.
    5. Refresh the page so that Prompt Builder is now visible in Setup.
    6. To open Prompt Builder from Setup, in the Quick Find box, enter Prompt Builder, and then select Prompt Builder.
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