Salesforce Prompt Builder

创建Prompt Builder Template

1. Click Setup，In the Quick Find box, enter Einstein Setup , then click Einstein Setup.
2. Turn on Einstein by clicking the toggle. It may already be on if you’ve completed the Quick Start: Agentforce project.

The Turn on Einstein setting has an On-Off toggle.

3. In the Quick Find box, enter Prompt, then click Prompt Builder. 4. Click New Prompt Template.select Field Generation. 5..For Prompt Template Name, enter Quick Summary. For Template Description, enter A short summary of case details. For Object, find and select Case. For Object Field, find and select Quick Summary. 6. Click Next.

7.Paste the following text into the Prompt Template Workspace. Summarize the concatenation of the contents of the comment bodies of COMMENTS along with the text from SUBJECT, the case priority which is PRIORITY, and the case type which is TYPE. Keep the response to a single short paragraph.8.

Click Save. 8.From the Models list, choose Google Gemini 2.0 Flash.

9.prompt修改如下：

10.接下来选一条数据 然后Prompt Template选择 Quick Summary

11.回到pagelayout中， 点击quick summary右侧图标 然后出现：