Ahoy, mateys! In this article were looking at the Record Summary Prompt Builder for Salesforce Einstein AI. In the Einstein test org, the third jewel in our collection is the Record Summary prompt builder type. This one, much like the treasures I uncovered before, is as straightforward as navigating calm seas. A fine addition to our trove, indeed!
Record Summary Prompt Builder
The Record Summary prompt builder was not much different than the field generation prompt builder. It works on the record level and gives users the ability to easily provide fields from an object to the generative AI model. It also generates a summary or value based on the inputs given. The difference is that it is meant to be used as part of the copilot actions in Salesforce.
To add a Record Summary prompt type you can go to the setup menu in Salesforce and type “prompt” in the quick find box. Then select Prompt Builder and click New Prompt Template. Lastly, select Record Summary from the prompt type options.
Similar to the other prompts you have the option to choose the Generative AI model you want to use and the template workspace to enter and refine the prompt you want to use for the record summary. Next you will need to navigate to the copilot actions to add the prompt template to the available Einstein AI actions.
You can find steps on setting up Einstein Copilot Actions here: https://admin.salesforce.com/blog/2024/einstein-copilot-actions-best-practices-spring-24
I can dive deeper into these steps in a future post too. But you can set up a copilot action by searching for “copilot” in the quick find box of the setup menu, then selecting Einstein Copilot and then Einstein Copilot Actions.
Next click New Copilot Action and select Prompt Template.
And then choose your prompt template that you created and add the necessary information for how you want your copilot action to behave in the following page.
There are a few more steps to setup the prompt to work with the instructions and inputs a user makes in the Einstein chat window, but once you have the copilot action setup you can go to the Einstein chat preview area to fully test out the Record Summary prompt.
The copilot action will look to see if there is a prompt template available to generate the response in copilot for a particular action requested in the Einstein chat. For example if you request “Summarize the Acme Company Account” if there was a copilot action and record summary prompt template associated with the prompt request it would activate to determine what fields and information to gather and how to present it to the user.
In this example, I set up the record summary prompt to work on the account with the prompt “Give me a summary of XXX account” and it pulled together existing fields on the account to give the summary. I had some trouble using the Account name and it was a bit more clunky as it asks the user for the account name as a separate direct input, but I did set it up in the copilot action to request the name in an additional field to minimize inputs that would be used for the query.
Also, since it was a name field, there were still multiple records returned and it asked the user to select the account from the list returned. Which shows that using the name is not clear enough to find a match.
After trying to change the action to ID instead of name, there was a lag or issue with the action still requesting the account name. However, I could tell that response was based on the prompt builder Record summary that I created and it was going through the correct steps.
This prompt builder seemed to be focused on providing the right data to the user of Einstein copilot. The usefulness of setting up these copilot actions helps with data security to limit the data returned by Einstein.
However from the considerations listed it would only provide data one record at a time, which might not be worthwhile to some users.
Also there’s not a way to access records from data cloud or outside data sources, like the company website.
You can walk through more on Prompt Builder and Einstein AI with the Trailhead badge here: https://trailhead.salesforce.com/content/learn/projects/quick-start-prompt-builder
Overall though there could be some good applications for the record summary and expanding Generative AI in Salesforce and I am excited to try out more of the Einstein Copilot features.