Use Prompt Templates

Use your MCP client to access Salesforce prompt templates in your org that were created with Prompt Builder. Add inputs to bring specific data into the template to let the client create a customized response.

To use prompt templates, enable Prompt Builder in your org. You also need to connect your client to your org.

Prompt templates incorporate your CRM data from merge fields that reference record fields, flows, related lists, Apex, and more. There are two prompt templates available to your MCP client when you use the platform/sobject-all hosted MCP server:

• Create Executive Briefing for Account Review Meeting (einstein_gpt__accountReviewBriefing) generates an executive briefing for an account review meeting by summarizing recent opportunities, cases, and public information about the account.
• Revenue Reconciliation Analysis (einstein_gpt__revenueReconciliationAnalysis) finds discrepancies between financial accounting records and closed deals.

After you enable Prompt Builder on your org and connect your client to that org, you can access these templates from your client. This example shows how to use the einstein_gpt__accountReviewBriefing template with Claude:

1. Click the plus on the Claude chat, then select the connector to your Salesforce org from the menu.

   • For example, if your connector is called MyConnector, the menu item is "Add from MyConnector"

2. Select Einstein gpt accountReviewBriefing.

3. Enter the name of an account, then click Add Prompt.

   • To create the summary, this prompt template requires input in the form of an account name

4. To review the prompt before sending it, click the text file that appears in the Claude chat.

5. Send the prompt.

   • Claude responds with a briefing about the company named in the account