Salesforce Prompt Studio Guide
Table of Contents

Prompt Studio by Salesforce is a dynamic tool designed to streamline and enhance your business communication process. It serves as an interactive guide, offering prompts that can be customized to fit your specific needs, whether for customer service, sales, or other business interactions.

How does it work? At its core, the Prompt Studio uses a simple yet powerful concept: guiding conversations with prompts.

These prompts can be tailored to your requirements, ensuring that each interaction aligns with your company’s unique approach and values. Whether you’re guiding a new customer through a product setup or assisting a long-term client with a complex issue, Salesforce Prompt Studio provides the structure and consistency you need while allowing for personalization and adaptability.

Understanding the Benefits of Using Prompt Studio

This tool offers a multitude of benefits, making it a game-changer in the realm of business communication and CRM.

Template creation

Prompt Studio allows admins to create templates for prompts, enabling seamless guidance during AI-enabled conversations. This feature not only saves time but also ensures consistency across multiple interactions.

Integration with Salesforce and Slack

It can be integrated with other Salesforce features and even with Slack, providing a unified platform for user interactions.

Personalization and quality improvement

This tool empowers users to create personalized prompts, thereby improving output quality and aligning with brand requirements.

Prompt tuning

 As explained by IBM Research Blog, prompt-tuning is an efficient way to adapt an AI model to new tasks without retraining the model. This feature, offered by Prompt Studio, enhances the tool’s adaptability.

Prompt engineering

Prompts play a crucial role in directing the behavior of AI models. They serve as inputs or queries, and crafting streamlined prompts can yield optimal answers.

Setting up Your Salesforce Prompt Studio Account

Setting up your Salesforce Prompt Studio account is an intuitive process designed to get you started quickly and efficiently. Here’s a brief step-by-step guide:

Access Salesforce

Log into your Salesforce account. If you don’t have one, visit the Salesforce website to create one.

Navigate to Lightning Experience

Salesforce Prompt Studio is accessible through the Lightning Experience. In the Quick Find box, enter ‘In-App Guidance’ and select it.

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Create prompts

Now, you’ll see an option to create prompts. This feature allows you to tailor the guidance offered by the AI throughout the interaction process. You can create prompt templates to maintain consistency across various user interactions.

Customize your prompts

Personalize your prompts to align with your brand and improve output quality. You can select how you want to ‘ground’ the prompts, i.e., contextually anchor them, to suit your specific needs.

Control and manage your prompts

Salesforce Prompt Studio gives you control over the created prompts. You can manage and modify them as per your requirement, ensuring they guide the AI to generate the desired output.

And voila! You’ve set up your Salesforce Prompt Studio account. Remember, every admin is essentially a ‘prompt engineer’ with this tool, so feel free to experiment and refine your prompts to best serve your business needs.

Navigating the Salesforce Prompt Studio Interface

Navigating the Salesforce Prompt Studio interface is straightforward, and designed with user-friendliness in mind. Here’s a concise guide to help you understand its workings:

Accessing the Interface

After logging into your Salesforce account and navigating to Lightning Experience, you can access the Prompt Studio interface by clicking on ‘In-App Guidance’ from the Quick Find box.

Creating and managing prompts

The primary function of the interface is to create and manage prompts. This is done through a simple drag-and-drop feature, which allows you to move prompts to different pages and save them. For more advanced settings, you can click the gear icon in the header of the builder.

Guidance and training

Salesforce Prompt Studio offers detailed guides and videos to navigate the interface, making it easier for users to integrate it effectively into their workflows.

Creating Your First Project in Prompt Studio

Once logged in, look for the ‘New Project’ button, usually located on the dashboard or under the ‘Projects’ tab. Click on it to start a new project.

Define your project

Next, you’ll be asked to provide details for your project. This typically includes the project’s name, description, and objectives. Take some time to define these accurately as they guide the AI’s responses.

Customize your prompts

Now, you can start creating and customizing prompts. These are crucial as they determine the direction of the AI’s responses.

Test and refine

Once you’ve set up your prompts, test them out. You can then refine them based on the results to ensure they’re generating the desired output.

Save and launch

When you’re pleased with your project, save it. You’re now ready to launch your first project in Prompt Studio!

Testing Your Prompts: Best Practices

Testing your prompts effectively is essential for achieving the intended outcome.

Here are some best practices based on recent insights:

  • Don’t hesitate to try different approaches. Gradually iterate, correct the model, and take small steps at a time.
  • Test various prompts, analyze the results, and refine your approach accordingly.
  • Providing context in your prompts can significantly improve their effectiveness.
  • Be specific with your instructions and consider using separators like ### or “”” to distinguish between instructions and context.
  • Take time to understand how AI interprets prompts and optimizes your prompts accordingly for the best results.

Remember, effective prompt testing is an iterative process. Continual refinement based on feedback and results is key to success.

Remember that, as the AI is updated, the prompts you have for certain tasks may become obsolete or not work. The creation of prompts should be accompanied by updates to both the AI and the Salesforce tool.


Mastering prompt creation and optimization in Salesforce Prompt Studio enhances business operations. Achieving mastery demands Salesforce expertise.

At Inclusion Cloud, we excel as a Salesforce partner. Our experts leverage Salesforce tools effectively, optimizing Prompt Studio for your needs. Partner with us for tailored solutions to boost performance and efficiency.

Transform your Salesforce journey with us. Contact us!

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