Quick Start Prompt Builder Salesforce Trailhead

Prompt Builder gives your organization an easy way to tap into the power of generative AI. It helps you combine existing data with some well-crafted instructions to create prompt templates. In a nutshell, prompt templates are used to create prompts, the messages sent to large language models (LLMs) in order to generate content. Prompt templates are special because they include placeholders for specific details about customers, products, cases, and more. Each time a prompt template is used, it merges the data to create a unique, personalized prompt, which results in a personalized response. And since prompt templates are reusable, they’re a key part of a scalable AI implementation. For a more in-depth explanation of prompts and prompt templates, check out Prompt Fundamentals. In this project you get hands-on by creating a prompt template, and then use it to get actual generated responses from an LLM. Specifically, you’ll focus on a scenario everyone is familiar with: customer support cases. In an effort to boost productivity and customer satisfaction, you want to use generative AI to summarize the details of a case in about 100 words. This enables agents to get up to speed quickly and makes it easier to identify cases that deserve special attention.

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