Prompt Engineering20% of the exam
Prompt template lifecycle: build, preview, activate, invoke
How a prompt template goes from New Prompt Template in Setup through the Prompt Template Workspace, Preview, saved versions and activation to execution from a record page, a flow, Apex or an agent, and why an unactivated template is invisible to every consumer.
Explain the process for creating, activating, and executing prompt templates.
~8 min read · 8 practice questions ·
What the exam expects
- Name the org prerequisites for building templates: Einstein turned on and the Prompt Template Manager permission set (or Customize Application).
- Walk through creating a template in Setup: type first, name, then the Prompt Template Workspace.
- Explain what Preview does (resolution plus a real LLM response) and what it does not do (activate the template or bypass access).
- Use versions and activation to change a live template without disrupting its users.
- Pick how an active template executes: generative field on a record page, Prompt Template flow action, invocable action or agent action.
- Key terms: Prompt Template Workspace (the editor where you write, ground and preview the prompt); resolution (replacing merge fields with real data before the prompt goes to the model); version (a saved, numbered copy of the template body, grounding and model); active version (the single version consumers run); Prompt Template action (the Flow action that runs an active template).
Key facts
Permission to build and activate
- Detail
- Prompt Template Manager (Manage + Execute Prompt Templates) or Customize Application
Where templates are created
- Detail
- Setup, Quick Find "Prompt Builder", New Prompt Template
Template description
- Detail
- Optional; shown in the Setup list of templates
Default availability
- Detail
- Not available to users until a version is activated
Active versions
- Detail
- One at a time; none active means the template is unavailable
Editing an ever-active version
- Detail
- Not possible; Save As > Save as a New Version
New version availability
- Detail
- Not available to users until activated
Preview
- Detail
- Resolves input, then returns a real LLM response
Grounding access
- Detail
- Governed by the executing user's permissions
Flow action requirements
- Detail
- Prompt Builder enabled, Prompt Template User on the running user, an active version
Flow action output
- Detail
- Prompt Response
Sources for this section (5)
- Create a Prompt Templatehelp.salesforce.com (opens in a new tab)
- Activate and Deactivatehelp.salesforce.com (opens in a new tab)
- Use Multiple Versionshelp.salesforce.com (opens in a new tab)
- Run-time Executionhelp.salesforce.com (opens in a new tab)
- Prompt Template Flow Actionhelp.salesforce.com (opens in a new tab)
- Why can't users select a template right after it is saved?
- When must you create a new version instead of editing the one on screen?
- Why can two builders see different resolved prompts in Preview for the same record?
- Which three conditions must hold for the Prompt Template flow action to run?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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