Get Hands on with Prompt Builder

Overview

Pronto wants to leverage generative AI within Salesforce, but they want to make sure it’s grounded in their storefront and operational data. In this chapter, you’ll use Prompt Builder to generate consistent, on-brand storefront overviews and review summaries based on Storefront__c fields and related records like menus and reviews.

If you want to go deeper, you can also explore advanced invocation patterns (Apex, Lightning Web Components, and REST API) to execute prompt templates from code and external systems.

What you’ll do

• Create and activate Field Generation templates for storefront content
• Create a Sales Email template grounded in storefront data
• Create Flex templates grounded with Apex and (optionally) Data 360
• (Optional) Invoke prompt templates from Apex, LWC, and REST API

Continue with the exercises

• Exercise 1: Create a Field Generation Template (Storefront Overview)
• Exercise 2 (Optional): Create Another Field Generation Template (Storefront Review Summary)
• Exercise 3: Create a Sales Email Template
• Exercise 4: Create a Flex Template
• Exercise 5 (Optional): Ground a Prompt with Data 360
• Exercise 6 (Optional): Invoke Prompt Templates from Apex and Lightning Web Components
• Exercise 7 (Optional): Invoke a Prompt Template using the REST API