Exercise 3: Create a Sales Email Template

In this exercise, you'll use a Sales Email template to generate personalized emails welcoming guests for their upcoming trip. You'll use a flow to ground the template in Coral Cloud Resorts' customer data.

Step 1: Enable Sales Email templates

1. In Setup, search for Einstein for Sales in Quick Find and select Einstein for Sales.

2. Enable Sales Email Prompt Templates by setting Turn on Sales Emails to True.

3. Enable Customization by setting Add Email Prompt Instructions to True.

Step 2: Create a flow that grounds a prompt in customer data

In this step, you'll create the flow that will be used to ground the email prompt template with a list of resort experiences that match a guest's interests.

1. In Setup, search for Flow in Quick Find and select Flows.

2. Click New Flow.

3. Leave Start from Scratch selected and click Next.

4. Select Template-Triggered Prompt Flow and click Create.

5. In the right panel, select Automatic Inputs and configure the Start element as follows:

   Field	Value
   Prompt Template Type	Sales Email Template Capability
   Recipient	Contact
   Related Object	<Leave empty>

Get the experiences that match the guest's interests:

1. Mouse over the circle under the Start element, click +, and select Get Records.

2. In the right panel, configure the Get Records action as follows:

   Field	Value
   Label	Get Experiences
   API Name	Keep default
   Description	Get a list of resort experiences that match the guest's interests
   Data Source	Salesforce Object
   Object	Experience
   Condition Requirements	Any Condition is Met (OR)

3. Define the three conditions below:

   Field	Operator	Value
   Type__c	Equals	$Input > Recipient > Interest 1
   Type__c	Equals	$Input > Recipient > Interest 2
   Type__c	Equals	$Input > Recipient > Interest 3

4. Under How Many Records to Store, select All Records.

5. Use the screenshot below to confirm you entered all the values correctly.

   

Add each matching experience to the prompt:

1. Mouse over the circle under the Get Experiences element, click +, and select Loop.

2. In the right panel, define the loop element as follows:

   Field	Value
   Label	Experiences Loop
   API Name	Keep default
   Description	Loop through experiences
   Collection Variable	Experiences from Get_Experiences

   Use the screenshot below to confirm you entered the right values.

   

3. Mouse over the circle inside the For Each element, click +, and select Add Prompt Instructions.

4. In the right panel, define the Add Prompt Instructions element as follows:

   Field	Value
   Label	Add Experience to Prompt
   API Name	Keep default
   Description	Add each experience matching guest's interests to the prompt
   Prompt Instructions(Resource Picker)	Current Item from Loop Experiences_Loop > Name

   Use the screenshot below to confirm you entered the right values.

   

To save and activate the flow:

1. Click Save and configure the flow as follows:

   Field	Value
   Flow Label	Add Experiences to Prompt
   Flow API Name	Keep default
   Description	Add experiences that match the guest's interests to the prompt

2. Click Save.

3. Click Activate.

Your flow should look like this:

Step 2: Create the Sales Email template

1. In Setup, search for Prompt Builder, and select Prompt Builder.

2. Click the New Prompt Template button.

3. Configure the prompt template as follows:

   Parameter	Value
   Prompt Template Type	Sales Email
   Prompt Template Name	Welcome Email for Upcoming Trip
   API Name	Keep default
   Template Description	This template is used to generate a welcome email for a guest's upcoming trip.
   Recipient	Contact
   Related Object	Leave blank

4. Click Next.

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

   Your name is SENDER_NAME. You work in the guest success team at ORGANIZATION_NAME, a luxury beachfront resort.
   Generate an email welcoming the guest for their upcoming stay.
   Guest name: GUEST_NAME.
   Check-in date: NEXT_CHECK_IN_DATE.
   Write a story that paints the picture of infinite possibilities at the resort and that weaves in some of the resort experiences that match the guest's interests.
   List of resort experiences matching the guest's interests: EXPERIENCES.

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

   Placeholder	Merge field
   SENDER_NAME	Sender > Full Name
   ORGANIZATION_NAME	Current Organization > Name
   GUEST_NAME	Recipient > Full Name
   NEXT_CHECK_IN_DATE	Recipient > Next Check-in Date
   EXPERIENCES	Flow > Add Experiences to Prompt

   In this first version of the prompt, you use a manually submitted check-in date stored on the Contact record. This is not ideal as the data might get outdated. You'll revisit this template in a later exercise to dynamically retrieve the check-in date from Data Cloud Reservations.

7. In the Preview panel, select Sofia Rodriguez as the Recipient.

8. Click Save & Preview.

   

9. In the Resolution panel, examine the prompt that was generated. Notice that the flow merge field in the template has been replaced with the list of experiences that match the guest's interests generated by the flow.

10. In the Response panel, examine the email generated by the LLM.

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

Step 3: Generate emails

1. In the Coral Cloud Resorts app, click the Contacts tab.

2. Open Sofia Rodriguez.

3. Click the Activity tab.

4. Click Email.

5. Click Draft with Einstein.

6. Click Start with pre-made instructions.

7. Select the Welcome Email for Upcoming Trip template, and watch Einstein draft the email.

8. Expand the email window.