Agentforce · Prompt Builder186 tasks
Build Prompt Templates
Get a working prompt template in Prompt Builder, grounded in org data through flows or fields, so a generative feature or an agent action can produce summaries or explanations on a record.
Method
How MeshMesh does it
- Adds the supporting fields the template writes to and deploys them, such as a custom summary field on Account.
- Builds a flow as the template's data provider and tests it against real records. One flow looped over Opportunities and then their line items.
- Deploys the prompt template with its instructions and links the flow as grounding. It works through deploy errors on the flow metadata along the way.
- For demo builds, wires the template into Apex: closed WorkOrder notes go to the template, Opportunity records come back with deduplication logic, and custom fields, test data, a manual trigger and a demo guide are delivered with it.
- Tries to activate templates by metadata deploy. In one case the template name field accepted only standard templates, and API queries for the template records failed.
Next: Build Email Prompt Templates.
Products
Products and features it works with
Bars show how many of this capability's tasks touched each product.
- 1Prompt BuilderAgentforce178 tasks
- 2Digital OriginationFinancial Services Cloud2 tasks
Prompt Builder