Exercise 1: Create a Field Generation Template

In this exercise, you'll use a Field Generation template to automatically generate descriptions for Coral Cloud Resorts experiences (like Beach Yoga Retreat, Aqua Fitness in Paradise, etc). You'll ground the template using record merge fields.

Step 1: Enable Einstein

1. Open the Setup Menu and click Setup.

2. In the Setup Quick Find, search for Generative AI, and select Einstein Setup.

3. Click the Turn on Einstein toggle.

Step 2: Create the Field Generation template

1. In the Setup Quick Find, search for Prompt Builder, and select Prompt Builder.

2. Click the New Prompt Template button.

3. Configure the prompt template as follows:

   Field	Value
   Prompt Template Type	Field Generation
   Prompt Template Name	Generate Experience Description
   API Name	Keep default
   Template Description	This template is used to generate a description for a resort experience.
   Object	Experience
   Object Field	Description

4. Click Next.

5. Paste the following text in the Prompt Template Workspace:

   You are a marketer at ORGANIZATION_NAME.
   The resort provides experiences guests can book throughout the day.
   Write a marketing description for the experience below.
   Make it sound unique and exciting.
   Highlight the benefits of the experience.
   The description should be between 80 and 100 words.
   
   Experience name: EXPERIENCE_NAME
   Type: EXPERIENCE_TYPE
   Location: EXPERIENCE_LOCATION
   Duration: EXPERIENCE_DURATION
   Level: EXPERIENCE_LEVEL
   Capacity: EXPERIENCE_CAPACITY

6. Replace the placeholders below with the corresponding merge fields (click the Resource search box to access merge fields):

   Placeholder	Merge field
   ORGANIZATION_NAME	Current Organization > Name
   EXPERIENCE_NAME	Experience > Experience Name
   EXPERIENCE_TYPE	Experience > Type
   EXPERIENCE_LOCATION	Experience > Location
   EXPERIENCE_DURATION	Experience > Duration Hours
   EXPERIENCE_LEVEL	Experience > Activity Level
   EXPERIENCE_CAPACITY	Experience > Capacity

7. In the Preview panel, select Aqua Fitness in Paradise as the Related Record. "Aqua Fitness in Paradise" is one of the experiences offered at Coral Cloud.

8. Click Save & Preview.

   

9. In the Resolution panel (bottom left), examine the prompt that was generated. Notice that the merge fields have been replaced with the actual values for the "Aqua Fitness in Paradise" record.

10. In the Response panel (bottom right), examine the experience description that was generated by the LLM.

11. Experience tweaking the template instructions. For example, change the number of words you want the generated description to be. Click Save & Preview again to see the results.

    TIP

    Try adding Experience > Record Snapshot as a merge field.

12. Click Activate when you are satisfied with your template.

Step 3: Bind the template to the Experience Description field

1. In the App Launcher, select the Coral Cloud app, click the Experiences tab, and click the Aqua Fitness in Paradise record.

2. Click the Setup icon and select Edit Page.

3. Click the Description field.

4. In the right panel, select Generate Experience Description as the prompt template to be used to generate the experience description.

5. Click Save to save your changes to the page.

6. Click the back arrow button to leave App Builder and go back to the Experience record.

7. Click the Edit button next to the Description field.

8. Click the Generate button (sparkles icon) next to the Description input field, and watch Einstein generate a description.

9. Click Use to move the generated description to the Description field.

   

10. Click Save to save the record.