Salesforce Prompt Builder Using Generative AI (1).pptx

Salesforce Prompt Builder is a tool that uses generative AI, like ChatGPT, to help businesses communicate with a large language model (LLM). Creating a good prompt in Salesforce can make a big difference in generating useful and relevant responses based on what you need.

1. Salesforce Prompt Builder Using Generative AI

2. Ghulam Mohayyudin 7X Salesforce Certified Professional Sr. Salesforce Developer at Tkxel

3. Agenda What I will Share Introduction to Generative AI What is Prompt builder Importance and Benefits Importance in Salesforce How it works Use Cases Real-World Scenarios Demo Q&A Session

4. Introduction to Generative AI

5. What is Generative AI? Generative AI refers to AI systems capable of creating text, images, code, and other types of content based on inputs. It uses neural networks and large datasets to understand patterns and generate human-like outputs

6. How does it work? At its core, generative AI operates through machine learning models that are trained on massive amounts of data. These models can predict, complete, and even create new content based on prompts.

7. How does it work The user gives the tool direction on what to produce, and then, based on the LLMs it has to work with, the AI generates something — be it words, code, or when thinking even bigger, things like novel proteins With Prompt Builder, you create, test, revise, customize, and manage prompt templates that can make use of your CRM data. And in turn, these templates make your user’s daily workflows easier and your business smarter.

8. What is Prompt Builder? The Salesforce Prompt Builder is a new tool within the Salesforce platform that allows users to design and refine prompts for AI applications

9. Different Types of prompt templates in Prompt Builder A Sales Email prompt template helps your sales team to draft personalized emails for a contact or a lead. A Field Generation prompt template brings generative AI-assisted workflows to fields within Lightning record pages. Enable your users to populate a field with a summary or description created by an LLM to facilitate more productive conversations with your customers. A Flex prompt template takes a variable number of inputs of different object types. This flexibility opens up a wide array of possibilities, such as generating a newsletter based on product and campaign objects.

10. Key Features

11. Key Features Prompt Builder incorporates all the ingredients that make a prompt template great instructions, participants, context, goals, relationships, constraints, and most importantly, your CRM data.. When you use data from Salesforce record fields, such as from your product or contact records, your generative AI output is truly personalized and speaks specifically to your business and your customers. A large language model (LLM) is only as smart as the data it’s trained with, so Prompt Builder lets you give it more power by putting your data front and center..

12. Key Features Prompt Builder also gives you a workspace to test your prompt templates. Instantly view LLM-generated responses for the records you select. Revise and iterate on your prompt template until it consistently provides effective results.

13. Use Cases Automating Lead Nurturing Salesforce Prompt Builder can be used to automate the creation of personalized follow-up emails. By integrating with Salesforce CRM, it can automatically pull in relevant details about the lead, such as their name, title, company, and recent interactions. With the help of Flow Builder, it can also include event invitations or special offers based on the lead’s location or interests.

14. Use Cases Enhancing Customer Support with Pre-Filled Responses Salesforce Prompt Builder can be used to generate pre-filled, customized responses to common support questions. It can leverage Salesforce data such as the customer’s name, account history, and the specific issue they are facing. Additionally, by integrating Flow Builder, the AI can recommend appropriate support articles or troubleshooting steps based on the issue category.

15. Demo Using Prompt Builder for Email Automation with Generative AI: Imagine we are Salesforce admin, and our sales team spends a lot of time manually writing lead generation emails. This repetitive task takes away time that could be used for more strategic work, like closing deals. how Prompt Builder can help : To help our sales team be more efficient, We decide to use Salesforce Prompt Builder. The idea is to personalize lead-generation emails by using data from your Salesforce CRM, automatically pulling key details about each prospect to generate customized messages.

16. Demo

17. Demo You are a {!$ Input:Sender.Title } and your name is {!$ Input:Sender.FirstName } from the organization {!$ Input:Sender.CompanyName }. Your prospect is {!$ Input:Recipient.Name }, a {!$ Input:Recipient.Title } from {!$ Input:Recipient.Company }, and they are based in {!$ Input:Recipient.City }. These fields pull directly from Salesforce CRM, automatically inserting the relevant data for the salesperson (sender) and the prospect (recipient). This allows each email to be personalized without manual intervention

18. Demo Next, We can add an extra layer of personalization. Using Flow Builder, we can cross-reference a client’s location to find relevant events they might want to attend. If no local events are available, the flow will recommend an online event instead. Once the flow is built, we can add it to the prompt template. Here’s how we update the template to invite the prospect to the event found by the flow by inserting following additional prompt into the template:

19. Insert In the email, invite the prospect to attend the event {!$ FLOW:Check_Events_In_Lead Area.Prompt } in no more than 90 words. Explain to the prospect possible benefits for attending the event and mention that you would be happy to chat with them further at the event or online if they need more information. Demo

20. Step by Step Implementation

21. Q&A Session