Exercise 7 (Optional): Invoke a Prompt Template using the REST API

In this exercise, you’ll use Postman to invoke the prompt template through the Connect REST API, which is a common pattern for running prompt templates from external systems.

This exercise uses the prompt template from Exercise 6:

• Prompt Template API Name: Generate_Storefront_Social_Posts
• Input resource: Input:storefront (a Storefront__c record id)

Step 1: Set up Postman authentication

1. Navigate to Postman and sign in (or create an account).

2. Open the Salesforce Developers public workspace collection: Salesforce Platform APIs.

3. Fork the collection into your workspace.

4. Open the collection Authorization tab and click Get New Access Token.

5. Log into your org and click Allow Access.

6. Click Proceed, then click Use Token.

7. Copy the instance_url value returned by Postman.

8. In the collection Variables tab, set the Current value of endpoint to your instance_url and click Save.

Step 2: Run the prompt template request

1. In the collection, open Connect > Einstein > Generate Response Based on Template.

2. In the Params tab, set the PROMPT_TEMPLATE_API_NAME path variable to:

   • Generate_Storefront_Social_Posts

3. In the Body tab, replace <INPUT_PARAMS> with:

   "Input:storefront": {
     "value": {
       "id": "A Storefront__c record Id from your org"
     }
   }

4. Replace the id value with a real Storefront__c record id from your org.

   TIP

   You can copy a record id from the URL of a Storefront record page.

5. Click Send.

6. Confirm the response includes a generated output that contains twitter, linkedin, and slack_blockkit.

Summary

In this exercise, you invoked a Prompt Builder Flex template using the Connect REST API from Postman, which is a reusable approach for executing prompt templates from external systems.