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#Prompt Builder3 discussing

Activates custom prompts in the flow of work

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 

17 answers
  1. Mar 17, 2:30 PM

    Thanks @Abby Trout we dont currently have Agentforce or Data Cloud license. I was assuming the prompt Builder being GA would mean it appears in the org without any other products being enabled. But the more I am reading about the licensing it may be that Prompt Builder may come with Salesforce Foundations but we will have to check with our AE on this. Thanks for your help.

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🔗 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 👇 

https://youtu.be/4N5ie3vcQRc

 

 

@The Blog Group

 

🔗 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 t

 

 

 

#Agentforce  #Prompts  #Prompt Builder  #Mcp  #Trailhead

1 comment
  1. Jun 3, 5:35 PM

    This is a smart approach because embedding Agentforce Flex Prompt Templates directly into an MCP server moves AI usage from ad hoc prompting to a repeatable workflow. The biggest advantage is consistency: Claude receives the same structured instructions every time, which reduces prompt drift and makes outputs more reliable across teams.

    It’s similar to how a standardized reference, such as the china king chesaning menu, gives users a predictable experience instead of forcing them to figure things out from scratch each visit. The same principle applies here: less manual effort, fewer variations, and more dependable results at scale.

    I also like the focus on reducing context switching between Salesforce and Claude, since that’s often where productivity gets lost in real-world deployments.

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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.

6 Ways To Try Out the Latest AI and Data Innovations From SalesforceAre you ready to unlock the potential of Data and AI in your applications?

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

3 comments
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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

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I want to check how many time a prompt built on prompt builder was triggered for a specific related object (account and case). Is this information registered in any standard Data Cloud object?

#Prompt Builder
1 comment
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🧠 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. 💪🧠 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

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

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Hi all,

 

I have been creating a series of Field Generation  prompt templates/corresponding fields for the past few months which have been working fine in my Org. When configured, I can click on the button on the Lightning Record Page (dynamic form enabled) to re-run the prompt. Normally when I do this, a Copilot window would open to the side and generate the output of my prompt (that part still happens) and then under the output would be a button that says "Use" which I could click and it would paste the results to the field (that is is no longer showing). So now I see the output but no "Use" button.

 

This is happening on all my field generation enabled fields, even the ones I created weeks/months ago. Has anyone seen anything odd like this happen to them? Please let me know thank you!!

#AwesomeAdmins #Prompt Builder #Einstein Copilot

7 answers
  1. Jul 11, 2024, 12:31 PM

    Everyone should start seeing the fix starting yesterday. If you didn't see it yesterday then should be today. All orgs will get the new patch today. It should be automatic.

    The patch is released in PST timezone around 4-5pm.

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New Trailmix - Drive Productivity with Einstein AI

 

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This new comprehensive trail of 7 hours of learning covers everything you need: Einstein Trust Layer,  #Generative AI in CRM, #Prompt Builder, #Einstein Copilot, #Model Builder and more. 

 

https://salesforce.smh.re/3peR

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To start the challenge for this module, I need to select Sales Email from the Prompt Template Type dropdown menu in the Prompt Builder. However, Sales Email does not appear as an option. 

 

#Trailhead Challenges  #Prompt Builder

4 answers
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Salesforce AI Center and the AI NOW Tour

Hi @The Blog Group - I hope you had a good weekend/start to the week!

 

I've recently put together x2 posts covering: 

  • Salesforce AI Centre: London - The opening of Salesforce's first AI Centre and what it'll bring to the Salesforce ecosystem.  
  • AI NOW Tour - A summary of three of the key lessons learned from Salesforce's AI NOW Tour, which was recently held in London. It also includes details of how to register. 

I hope this helps. Thanks everyone!

 

#Salesforce #Salesforce Developer #Salesforce Admin #AI #Einstein Copilot #Data Cloud #Prompt Builder

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