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A group to facilitate discussion with & feedback from customers using the Prompt Builder.
4 answers
  1. Aug 12, 7:23 PM

    I was able to progress on this using below steps :  

    1. Under setup go to "Einstein for Sales"  (This is as of today. not sure when they change the name again) 

    2.  Turn on " Turn on Sales Emails " and wait for some time. It does something in the backend. 

    3. Now go ahead and create the Prompt Template. This time you should see "Sales Email" as the Template type. 

    4. Once configured, these will show up and it should resolve the issue :   

     

     

    I was able to progress on this using below steps : 1. Under setup go to

     

     

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🎥 Lock in Prompt Response Formats with Structured Outputs

 

If you've ever dealt with inconsistent or hard-to-parse agent responses, this session is for you. Kumar Kasimala (Software Engineering Architect) and Joshua Schneyer (Director, Product Management) walk through how to use Prompt Builder's structured outputs to define strict JSON response schemas with the Lightning Type builder — so your agents return reliable, predictable, easy-to-parse results every time. 🔒 

 

Whether you're building production-ready agents or just getting started with Prompt Builder, this is a practical deep dive worth your time. 

 

📺 Watch the full session on Salesforce+

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🎉 New in Prompt Builder — Two Features to Boost Your Workflow!

 

We're excited to share two new capabilities now available in Prompt Builder. Here's what's new: 

 

⚙️ Deploy Active Prompt Template Versions Only 

Take control of your deployments! This new Einstein Setup toggle lets you deploy only the active version of a prompt template to your org — inactive versions are automatically skipped.

  • Keep your target org clean and predictable
  • If a template has no active version, deployment fails fast so you always know exactly what landed
  • Works with CLI and Change Sets deployments

Enable it under Setup → Einstein → Prompt Builder Settings → Deploy Active Prompt Template Versions Only. 

 

⌨️ Keyboard Shortcuts in Prompt Builder 

Stop reaching for the mouse — your most-used Prompt Builder actions are now just a keystroke away!

4 comments
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🎬 Watch This TDX 2026 Session: Design a Prompt Template Lifecycle Framework

 

If you've been building with Prompt Builder and wondering how to take your prompt templates from "it works on my org" to a repeatable, production-ready framework — this session is for you. 

 

In "Design a Prompt Template Lifecycle Framework" at TDX 2026 on Salesforce+, you'll learn how to:

  • 📓 Plan your prompt template strategy across environments
  • 🧪 Test templates with consistency before deployment
  • 🚀 Deploy with control from development to production
  • 🔁 Refine templates over time as your use cases evolve

 

Featuring:

  • Liz Awad — Senior Product Manager, Salesforce
  • Harshini Jayaram — Director of AI Product Management, Salesforce
  • Jaswinder Rattanpal — Director, Product Management, Salesforce

 

👉 Watch it now on Salesforce+

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🎬 TDX 2026 Session: Deploy Prompt Templates Across Salesforce Orgs

  

If you're building with Prompt Builder and want to know how to actually move your prompt templates across dev, testing, and production environments — this TDX 2026 session is a must-watch. 

 

The session breaks down how to compare change sets, CLI, and DevOps tools to support your prompt template lifecycle — so you can choose the right deployment approach for your org setup and workflows. 

 

🔗 Watch it today

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9 answers
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📺 Video: Prompt Builder UI Updates + NEW Performance Insights Feature (Quick Tour)

 

If you're building with Prompt Builder, this one's worth a few minutes of your time! 🙌 

 

In the latest episode of Agentforce Decoded, we walk through the most recent updates to the Prompt Builder UI — including a brand-new Performance Insights feature you may not have explored yet. 

 

Here's what we cover in less than 4 minutes:

  • Recent UI updates that have rolled out
  • How to navigate the evolving model list and understand model capabilities
  • Improvements to the Resource tab — including inputs and actions
  • A walkthrough of the new Performance Insights tab
  • How to analyze token usage and response time

 

Takeaway: the newest or largest model isn't always the fastest — the video shows you how different model choices affect performance so you can build smarter. 

 

👉 Watch it today

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3 answers
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Hi all, 

 

We have enabled Agentforce in our sandbox environment. When attempting to preview a prompt template, we encounter the following error:

“An error occurred during generation. Prompt Engine API failed - Status 404, Response.”

This issue does not occur with the standard templates provided within the org. However, when we create a new prompt template—or copy the instructions from a standard template into a new custom template—we consistently see this error.

When previewing the default standard templates, the response is generated successfully, and we can also see the token usage details.

Has anyone encountered this issue or have insights into what might be causing it? 

Prompt Engine API failed - Status 404, Response

 

 

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Hi guys,  

 

have any of you run into this error? My users have the permissions Prompt Template User and Einstein for Service Innovations. I have places the AI summary component, they are able to see and use it on some records, but for Opportunities here they see this error.  

 

No prompt template found error

 

Thank you for help in advance 

 

2 answers
  1. Jun 11, 1:38 PM

    This error is not a permission issue — it occurs because no prompt template is available for the Opportunity object context.

    Root Cause

    • The AI Summary component only works when a Prompt Template is explicitly configured and assigned to that object
    • You: 
      • Have permission → correct
      • See it on other objects → confirms setup is partially correct
    • But for Opportunity, there is no active prompt template mapped, so it shows “No prompt templates found”

    What to fix

    1. Go to Prompt Builder
    2. Create or edit a Prompt Template
    3. Ensure: 
      • Object = Opportunity
      • Template is Active
      • Correct use case (e.g., Record Summary / Sales Summary)
    4. Assign visibility: 
      • Correct profiles / permission sets
    5. Save and activate the template

    Important checks

    • Template must be published/active, not draft
    • Template must match the AI Summary use case
    • Users must have access to that specific template, not just general permissions

    Final Conclusion

    The component works, but no prompt template is configured for Opportunity, so nothing is shown. Create and activate a Prompt Template mapped to Opportunity to resolve the issue.

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