Dear Trailhead Support Team,
I am facing a technical issue while completing the Trailhead unit “Configure and Activate Your Sales Coaching Agent” under “Build Your First Sales Coach.”
I have been trying to complete this challenge for several weeks, but I am blocked at the step where I need to open and modify the prompt template associated with:
Agentforce Sales Coach: Give Feedback on Negotiation/Review Stage
I followed the required path:
Setup → Agentforce Assets → Actions → Agentforce Sales Coach: Give Feedback on Negotiation/Review Stage → Reference Action → Open Prompt Template
However, when I click the Open in New Tab icon for the Reference Action, Prompt Builder opens but remains stuck on the loading spinner indefinitely, so I cannot edit the prompt template.
I have already verified the following:
- I am using the Agentforce Playground launched directly from this Trailhead challenge.
- Einstein is enabled (ON) in Einstein Setup.
- Prompt Template Manager permission set is assigned and active for my user.
- Prompt Builder itself opens successfully.
- The Sales Coach Agent has been created.
- The NegotiationRolePlay subagent is configured.
- Agentforce Sales Coach: Give Feedback on Negotiation/Review Stage has been added under Actions Available for Reasoning.
- The Reference Action Type correctly shows Prompt Template.
- The Reference Action shows Active.
- I have tried refreshing, signing out and back in, reopening the Playground from Trailhead, and using a private/incognito browser session.
- The specific referenced prompt template still does not load.
Because the prompt template does not open, I cannot complete the required steps to add the two <NEGOTIATION QUESTIONS>, save a new version, activate the updated prompt template, and finish the challenge.
My Agentforce Playground is currently available until August 22, 2026 at 5:30 AM GMT+5:30, so I am concerned that it may expire before this technical issue is resolved.
Could you please check whether the required Salesforce-managed Sales Coach prompt template is correctly provisioned in my Agentforce Playground, or advise how I can resolve this issue without restarting the entire challenge?
I can provide screenshots of the loading issue, Einstein Setup, permission assignment, Agentforce Assets Reference Action, and Agentforce Builder configuration if required.
Thank you.
#Trailhead Challenges
Hi Mukhesh,
Since you've already ruled out permissions/Einstein enablement, this looks like it's failing to load the actual GenAI model/backend resolution for that specific standard (managed) prompt template — not a config issue on your side. A few things to try before the Playground expires:
1. Check Data Cloud provisioning status (Setup > Data Cloud Setup). Standard Sales Coach prompt templates sometimes depend on Data Cloud being fully provisioned, not just Einstein toggled on — if it shows "Get Started" instead of fully provisioned, that's a likely cause.
2. Try a different network — corporate VPNs/firewalls can silently block the API calls Prompt Builder needs to resolve a standard template, causing an infinite spinner rather than an error. Test on mobile data or a different network entirely.
3. Check Setup > Einstein Generative AI — confirm there isn't a region/data residency restriction blocking the specific managed template tied to Sales Coach.
4. Try opening the same prompt template directly from Setup > Prompt Builder > All Prompt Templates (search by name) instead of via the Reference Action link — sometimes the direct link path resolves differently than the in-context "Open in New Tab" flow.
Given your Playground expiry is close, I'd submit a Trailhead Help case now (not wait) — reference that this is a standard/managed Sales Coach prompt template failing to load (not a custom one), and ask for a Playground extension given the active troubleshooting:
https://trailhead.salesforce.com/help?support=homeReference:
https://trailhead.salesforce.com/content/learn/projects/build-your-first-sales-coach/configure-and-activate-your-sales-coaching-agent