Salesforce have announced Prompt Builder which will enable admins to create prompt templates, choose how they want to ‘ground’ the prompts in Salesforce data, and activate for users quickly and easily.
With ‘trust’ being one of Salesforce’s driving values in their AI innovations, Salesforce wants to provide the ability for any admin to control how generative AI is deployed and used within their Salesforce orgs, including reassurance over data privacy and reducing toxicity. With the tagline “Every Admin is a prompt engineer”, we take a first look at Prompt Builder – but first, if the concepts ‘prompt engineering’, ‘grounding’, or ‘toxicity’ are new to you, then we’ve got you covered.
Prompt Builder: Background Terms
- Prompt Engineering: The art of writing prompts to get the most optimal answer. As prompts are natural language queries (i.e. a user typing as they would in conversation), how a prompt could be written varies greatly from one person to the next. Prompt Builder allows Salesforce Admins to essentially create templates that keeps prompts consistent by removing the need for users to even write them.
- Grounding: Ensuring that the model is using sources that will provide the correct information (the opposite of this would be taking from questionable sources or inventing information). With the emphasis on Salesforce’s GPT-enabled capabilities producing outputs contextual to your CRM data, grounding defines how your CRM data should be used to produce outputs.
- Toxicity: In the context of Prompt Builder, this is a traffic-light rating that detects potentially rude, disrespectful, or unreasonable outputs.
Prompt Builder: Key Features
One primary aim of Prompt Builder is to transform prompts from sentences to buttons. This improves the output that the user would expect by reducing human variation in the way we write prompts.
- To get started, select the template type. This is where you want users to interface with your prompt, including email and sidebar.
- The configuration panel allows you to make prompts incorporate your brand’s tone of voice and brand guidelines. Select the language, style (e.g. casual, professional, enthusiastic), length, the LLM provider, and the model to be used. For email template types, you can also define the personas of both the sender and the recipient.
- Start writing what the prompt should output (field population), using the Salesforce merge field syntax you’re already used to, with support from the dropdown merge field picker.
- Test how the prompt will function when applied to a particular record in Salesforce, for example, in the context of a contact. Prompt Builder is integrated with Data Cloud with access to your metadata, powering prompt contextualization.
- The generated sample prompt also includes a toxicity rating to reassure you that there is no potentially harmful content.
- Finally, activate the prompt to make it available to users. Prompts created in Prompt Builder are extensible, meaning that they can be leveraged in flows; for example, add a prompt to a screen flow, and also be called by Apex.
Summary
With the tagline “Every admin is a prompt engineer”, we’ve taken a first look at Prompt Builder, which will enable Salesforce Admins to create prompt templates, choose how they want to ‘ground’ the prompts in Salesforce data, and activate for users quickly and easily.
Prompt Builder puts power in the hands of admins to define how users are incorporating GPT into their work lives, and defining prompts that will deliver the most optimal output – plus, being extensible, using prompts in Flow and Apex means an incredible opportunity to take prompts further in your business workflows.
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