What Makes Prompt Builder Essential for Salesforce Admins?
Today on the Salesforce Admins Podcast, we talk to Elizabeth Awad, Associate Product Manager for Prompt Builder at Salesforce.
Join us as we chat about how you can use Prompt Builder to simplify users’ daily tasks by integrating generative AI moments powered by prompt templates into their workflows.
You should subscribe (https://itunes.apple.com/us/podcast/b...) for the full episode, but here are a few takeaways from our conversation with Elizabeth Awad.
What’s the difference between Einstein Copilot and Prompt Builder?
There’s been a lot of buzz around Prompt Builder these days, so I was excited to get Liz Awad on the pod to pick her brain about it. She’s a product manager on the Prompt Builder team, so you could say she knows some things.
The first question I had for her is one I hear frequently from the community: What’s the difference between Einstein Copilot and Prompt Builder? “They go hand in hand,” Liz says, “the prompts that you create in Prompt Builder can be connected to custom actions in Copilot.”
In other words, Prompt Builder is where you as the admin create custom prompts to write a sales email or summarize a case, and Einstein Copilot is what allows your end users to invoke those prompts.
Practice your prompts
We’ve had more than a few guests suggest that you jump on an LLM to practice prompting but I wanted to know from Liz, specifically, what she’s found helpful. She had a really interesting answer, which was to try to get ChatGPT to write a birthday text to her mom.
If you think about it, that’s a perfect use case for practicing writing better prompts. It’s pretty simple in terms of information but it’s tricky to get the right tone. More importantly, you probably have a good sense of what sounds right and what doesn’t. And so when you give adjustments, you instantly know how well they worked.
Liz points out that this process is what people mean when they talk about “grounding” a prompt. It’s the extra bits of information you give an AI to adjust the response, like “That sounds too formal” or, “Here are three other texts I’ve sent my mom.”
Prompt templates you can use in Salesforce right now
As a reminder, there are four prompt template types that you can use in Salesforce right now. They are:
1.
Sales email
2.
Field generation
3.
Record summary
4.
Flex templates
Josh Birk and Raveesh Raina went over all of this in detail in their episode last month, so I’ll link below. However, Liz wanted to draw special attention to a new addition to the flex prompt template, which is the ability to use free text as an input. That means you can use something like a chat transcript or a case summary to ground your prompt. It’s super flexible, and the sky’s the limit.
There’s so much more great stuff from Liz about what you can do with Prompt Builder and how she approaches her role as a PM, so be sure to listen to the full episode. And don’t forget to subscribe to hear more from the Salesforce Admins Podcast.
Podcast swag
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Salesforce Admins on the Trailhead Store (https://trailheadstoreamer.com/catego...)
Learn more
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Podcast: Salesforce Prompt Builder Features Every Admin Should Know (https://admin.salesforce.com/blog/202...)
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Podcast: Get to Know Prompt Builder with Marissa Scalercio (https://admin.salesforce.com/blog/202...)
Admin Trailblazers Group
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Admin Trailblazers Community Group (https://sforce.co/4977GHH)
Social
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Connect with Liz: / elizabeth-awad
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Salesforce Admins: @SalesforceAdmns ( / salesforceadmns )
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Mike on Threads: https://www.threads.net/@mikegerholdt/
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Mike on Tiktok: / salesforce.mike
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Mike on X: @MikeGerholdt ( / mikegerholdt )
Full show transcript
Mike: Earlier this year, we talked with Melissa Scalercio about Prompt Builder, because she was on the customer side and she had some pretty neat things to say about how they were using Prompt Builder. You can go back into the Salesforce archives there to listen to that episode. In case you're not familiar, Prompt Builder allows you to simplify users' daily tasks by integrating generative AI moments powered by prompt templates into their workflow. It's really cool. You get to bind a field and put sparkles on it. That's what it's called literally, sparkles. I wanted to talk to one of the pr...
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