Prompt Engineering20% of the exam
Prompt template types: field generation and flex
What each prompt template type is bound to, with the considerations the exam tests for field generation (one object, one writable text field, a reviewed Einstein draft on a Dynamic Forms record page) and flex (up to five inputs you define, any caller), and how to pick the type from a requirement.
Identify the considerations for using a prompt template type such as field generation and flex types.
~8 min read · 8 practice questions ·
What the exam expects
- Pick a prompt template type (sales email, field generation, record summary or flex) from the requirement's output, inputs and entry point.
- State the field generation considerations: one object and one writable text field chosen at creation, an Einstein button on a Dynamic Forms record page set up in Lightning App Builder, and a draft the user reviews before saving.
- State the flex considerations: no predefined entry point, up to five inputs you define (objects or free text), and invocation from Flow, Apex, the REST API or an agent.
- Recognise when two requirements need two templates because the type is fixed and bound to its entry point.
- Key terms: template type (the kind of template chosen at creation, which fixes its inputs and entry point); field generation (fills one record field from a button on the record page); flex (general-purpose type with inputs you define); input/resource (a record or free-text value the template receives); Dynamic Forms (record pages built from individual field components).
Key facts
Field generation objects
- Detail
- Supports only one object; use flex for several
Field generation targets
- Detail
- Writable text, text area, text area (long), text area (rich); not read-only fields
Field generation placement
- Detail
- Lightning App Builder, Dynamic Forms field, Einstein Generative AI section of field properties
Field generation at run time
- Detail
- User reviews the draft, clicks Use, edits and saves
Knowledge rich text areas
- Detail
- Field generation unsupported on __kav rich text areas; use flex, Flow or Apex
Flex inputs
- Detail
- Maximum 5
Flex input setup
- Detail
- Each input has a unique Name and API Name; can be marked required
Free-text input
- Detail
- Flex only, up to 127,000 characters
Flex callers
- Detail
- Apex, Flow, REST API or Agentforce; no predefined entry point
Flex in a flow
- Detail
- A flow can fill a field with it automatically, with no human review
Record summary
- Detail
- Used by the Summarize Record standard invocable action and agent action
Sources for this section (10)
- Field Generation Merge Fieldshelp.salesforce.com (opens in a new tab)
- Add a Field Generation Prompt Templatehelp.salesforce.com (opens in a new tab)
- Field Generation in Actionhelp.salesforce.com (opens in a new tab)
- Prompt Builder Limitationshelp.salesforce.com (opens in a new tab)
- Prompt Builder Limitshelp.salesforce.com (opens in a new tab)
- Create a Flex Prompt Templatehelp.salesforce.com (opens in a new tab)
- Add Free Text Inputshelp.salesforce.com (opens in a new tab)
- Create a Flex Prompt Template with Einstein AItrailhead.salesforce.com (opens in a new tab)
- Flex Prompt Templates in Actionhelp.salesforce.com (opens in a new tab)
- Prompt Template Typeshelp.salesforce.com (opens in a new tab)
- Why does a requirement with several separately defined object inputs call for flex rather than field generation?
- When does generated text reach a field without anyone reviewing it?
- How many inputs can a flex template define?
- Which field types can a field generation template populate?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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