Skip to main content

AI Prompt Templates

Explore practical guides and implementation patterns for this topic.

Posts

Agentforce

🏗️ Agentforce Prompt Templates: Types, Writing & Best Practices

💬 In plain words: A Prompt Template is simply a saved, version-controlled, reusable AI prompt. Salesforce offers four distinct types. And here is the golden rule: You do not manually type merge field syntax by hand. You write a placeholder word, and then use the built-in Resource Picker to replace it. 📌 Real-Life Example: Field Crew Triage Imagine an energy company using a "Flex" template to help field crews. The template takes a Case ID as input and instantly generates a triage brief. It combines data from the Case object, the attached Asset (Meter), historical faults from a related list, and a Flow that calculates how many times a crew has visited this address before.
Read article