Category: Downloadable Resources
Step-by-Step Guide to Using Flow Merge Fields in Prompt Template
Discover how to use Flow Merge Fields in Salesforce Prompt Templates to provide more accurate, context-aware AI responses and boost productivity.
Step-by-Step Guide to Record Summary Prompt Template
Learn how to use Record Summary Prompt Template in Salesforce. Use generative AI to create key information about a record in an easy-to-read format.
Step-by-Step Guide to Sales Email Prompt Template
Discover how to quickly craft personalized, effective sales emails in Salesforce using AI-powered Sales Email Prompt Templates. Follow our step-by-step guide to get started
Step-by-Step Guide to Flex Prompt Template
A Step-by-Step guide to configuring & using Flex Prompt Template in Prompt Builder and Agent Custom Action in Salesforce in just under 15-20 minutes.
Step-by-Step Guide to Field Generation Prompt Template
A Step by Step Guide on How to Use Field Generation Prompt Template to generate values for a field using Prompt Builder in Salesforce
Step-by-Step Guide To Einstein Copilot Agent Standard Actions
Discover Einstein Copilot Standard Actions: Automate tasks and access insights for smarter decision-making.
How to Setup External Client Apps with OAuth Client Credentials Flow
Here is a Step by Step Guide on How to Setup & Test External Client Apps with OAuth Client Credentials Flow in Salesforce
Salesforce Flows – 41 Features Introduced Summer ’24 Release
In Salesforce Summer '24 Release, there were 41 features related to Salesforce Flows. Here is a quick overview of these with screenshots.
How To Send Outbound Message From Flow in Salesforce
A step-by-step guide on how to send outbound message from Flow in Salesforce. Won't take more than 10-15 minutes to configure & test.
