Hello,
I'm trying to complete the hands-on challenge in "Get Started with Prompt Builder".
I created and launched the playground for
epic.d53a1737517001507@orgfarm.th. However, there is no prompt functionality in the quick-find box. I'm having a lot of trouble hopping back and forth between trailhead and these orgs I have to keep creating, and it's getting quite frustrating...Appreciate any help, thank you.
#Trailhead Challenges
3 answers
Hello @David Fruscalzo,
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. https://help.salesforce.com/s/articleView?id=ai.prompt_builder_enable.htm&type=5
thank you, this seems to have worked after going through those perm set steps.
Hello@David Fruscalzo,
- make sure all previous unit completed in the same org
- Please check prerequisite.