Step-by-Step Guide to Flex Prompt Template

“Flex” is one of the prompt templates available in Prompt Builder in Salesforce. The other three types are:

1. Field Generation: Generate values for record fields. For example, create a product description based on the product model.
2. Record Summary: Summarize record data for a comprehensive view of a record. For example, summarize feedback to gauge customer sentiment and identify key takeaways.
3. Sales Emails: Generate personalized customer emails based on customer data.

Use the Flex prompt template for any business purposes not covered by the other templates. Craft a Flex prompt template that utilizes AI to generate content for your unique business cases.

Business Use Case

Imagine a bustling sales team at a tech company, SIAA Tech, which specializes in providing cutting-edge Salesforce software solutions to businesses. The sales reps at SIAA Tech are always on the lookout for new leads and potential clients. However, one of the time-consuming tasks they face is gathering detailed information about each lead to understand their business, needs, and potential fit for SIAA’s solutions. This information is crucial for qualifying and prioritizing leads.

This process involves searching for the company website, reading through various pages, and compiling relevant information to create a comprehensive overview that includes:

1. Company Legal Name
2. Ownership Structure
3. Country of Origin & Headquarters location
4. Company’s Industry
5. The product or services they provide
6. Number of employees
7. Annual Turnover
8. CEO Name
9. The most likely relationship of this company with Salesforce
10. Latest news about the company

Recognizing this challenge, the sales operations team wants to implement a more efficient solution.

In this guide, we will help SIAA Tech sales reps automatically generate the company’s overview using Salesforce’s Prompt Builder and Einstein Copilot. What used to take 20-30 minutes to gather will now be available in just a few seconds. Productivity and efficiency at its best.

We will use the “Flex” prompt template to generate a detailed overview based on the website URL captured on the lead record. This will save sales reps a significant amount of time and help them qualify and prioritize leads more effectively.

And here is how the end result will look once we set this up.

Take a look at the following guide to see how easy it is to build a feature like this. It won’t take more than 15-20 minutes for you to configure and test this out. This guide covers how to:

1. Sign Up for Einstein Generative AI Trial Org
2. Create Flex Prompt Template
3. Create a Custom Copilot Action
4. Assign Custom Action to Einstein Copilot
5. Test Custom Action

In the overall flow of Einstein Copilot & Prompt Builder, the following diagram highlights the key components that we will cover in this guide.

NOTE: Certain sections of the guide will appear as locked in the free preview. You can download the unlocked version of the guide in PDF format by subscribing to our “All Access” Pass through the link below.

Other Use Cases for Flex Prompt Template

• Generate a Follow-up Text Message for a Customer Case
• Generate a Newsletter
• Draft an Email from an Organization’s Opportunities

Please refer to the Flex Example Templates link below to get the sample prompt for these use cases.

References & Useful URLs

• Salesforce help article – Create a Flex Prompt Template
• Salesforce help article – Flex Example Templates