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#Prompts4 discussing

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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Agentforce NOW AMA: Build with React and Salesforce Multi-Framework | May 27, 2026

 

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  • Developing with React: Build customer portals, employee-facing apps, and micro-frontends using React's expansive open-source ecosystem
  • Integrating with Agentforce Vibes: Go from natural-language prompt to working React app with Agentforce Vibes 2.0
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Join the March edition of Agentforce NOW Ask Me Anything!

 

Scaling your Agentic Architecture: MCP Servers in GA

If you have been working with the MCP beta or architecting away from legacy REST integrations, the March edition of our Agentforce NOW session is the technical deep dive for you. 

 

As Salesforce-hosted MCP servers reach GA this Spring, this month’s edition of our popular Ask Me Anything series will enable developers to expose existing Salesforce logic (Apex, REST APIs, AI, Metadata) as a mix of Tools and Prompts. Product Manager expert @Ross Belmont will showcase moving beyond one-off REST API connectors to standardized, agentic workflows, implementing standards-based authentication for agent-driven operations, and managing governance as the agent landscape scales. 

  

This is a great opportunity to get into the weeds on operational flow, named credentials, and the security models that make these integrations enterprise-ready. Hosted by Salesforce Developer Advocate @Alba Rivas, they'll answer your questions live during the session.  

 

Register and join us live here: https://www.linkedin.com/events/7429238805141889024/

 

*All AMAs are recorded and can be watched on demand on the Salesforce Developers YouTube channel.  Join the March edition of Agentforce NOW Ask Me Anything! Scaling your Agentic Architecture: MCP Servers in GAIf you have been working with the MCP beta or architecting away from legacy REST integrati #Mcp #RestAPI #Metadata #Prompts #Apex 

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My org has approximately 3K users, but my prompts appear to only be displaying to half of my users. Here are the settings I use for my prompts:

  • Type: Docked Prompt
  • Location: Home
  • Start: 7/9/2021 and End: 7/15/2021 (I always set these 7 days from start to end)
  • Show when the page loads: Checked
  • Times to Show: 2
  • Days In Between: 1
  • Profiles: No profile restrictions
  • Permissions: No permission restrictions

The setting for Delay Between In-App Guidance is set to Custom at 0 Hours and 0 Minutes. In my org we do not want a cooling down period for our prompts.

 

Why would the prompts only have approximately 1,500 views? Also, this view count is from the In-App Guidance page in Setup, not a report. I realize that a user may have been counted more than once in that number.

2 answers
  1. Sep 23, 2024, 9:18 AM

    @Elizabeth Angulo Hello , did you discovered what was the issue , because I have the same problem I have a prompt on the Home page but is not displayed for all users and not respecting the 30 display max per user with 1 day in between , for some of they only couple of times was displayed and after that not anymore ... 

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You can now build and customize generative AI capabilities using our latest developer features.

  • Explore our Models API which provides REST and Apex access points to connect your application to AI models from Salesforce-approved providers.
  • Plus, learn how to configure and use models, design and run prompt templates, create custom Copilot actions, and more.

➡️ See: Get Started with Einstein Generative AI for Developers

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1 comment
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Resources from the Salesforce Developers Ask Me Anything on Copilot Builder

 

I hope you joined us for the fantastic #SFDevsAMA on Wednesday 24th April 2024 featuring @Aditya Naag Topalli, @Vinay Balasubramaniam and Prithvi K Padmanabhan. They loved answering your questions about Copilot Builder. If you missed it, don't worry - we recorded the series and our experts have provided some great resources that our experts for you to continue your learning! 

 

Still have questions? Post them in this thread for our experts!

 

#Ask An Expert #CommUpdates #Einstein Copilot #Copilot Builder #Einstein Platform #Prompt Builder #Prompts

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Copilot Builder: Salesforce Developers Ask Me Anything April 2024

 

Join our host, Lead Developer Advocate @Aditya Naag Topalli, as he explores Copilot Builder with VP of Product Management @Vinay Balasubramaniam and Principal Architect @Prithvi Padmanabhan in a live Q&A conversation. Learn how to build standard and custom actions to extend and customise your copilot using Apex, Flows, or #Prompts to integrate familiar platform features.

 

Date: Wednesday April 24, 2024

Time: 9am PT

Theme: Copilot Builder

Registration: https://sforce.co/3x83bip

Copilot Builder: Salesforce Developers Ask Me Anything April 2024 Join our host, Lead Developer Advocate , as he explores Copilot Builder with VP of Product Management and Principal Architect in a liv

#Einstein Copilot #Copilot Builder #Einstein Platform #Prompt Builder

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🥁 Drumroll, please! Presenting www.promptforce.in 🚀: A free collection of #prompts for your Salesforce #genai needs.🌟 During my research for the #salesforcedevdays conference presentation, I stumbled upon a #challenge - a scarcity of #boilerplate prompts for Salesforce's #genai .So with the help of some weekend #python coding and coffee, I created a database of prompts for Salesforce using #gpt4 . So that you can have boilerplate prompts to #kickstart your journey. And wait, there's more – #promptforce brings you learning treasures to turbocharge your #genai adventures.

Ready to dive in? May the #force be with your #prompts .

 

🥁 Drumroll, please! Presenting www.promptforce.in 🚀: A free collection of for your Salesforce needs.

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Hi all,

 

I can't find the information anywhere, but do you know if we can track clicks on links inside a prompt (In App Guidance) body?

 

I've seen that we can track clicks on CTA, if it has been dismissed, closed or snoozed, but what about links in the text area (for example if I click on 'link' in the image below)? 

 

Track clicks In App Guidance prompt text area

 

Thanks

 

#In-App Guidance #Prompts #Click Tracking

2 answers
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