1.Context of the Question
oUniversal Container (UC) has used prompt templates to update summary fields on record pages.
oNow, the admin wants to incorporate similar generative AI functionality within a Flow for automation purposes.
2.How to Call a Prompt Template Within a Flow
oFlow Action: Salesforce provides a standard way to invoke generative AI templates or prompts within a Flow step. From the Flow Builder, you can add an “Action” that references the prompt template you created in Prompt Builder.
oOther Options:
Invocable Apex: Possible fallback if there’s no out-of-the-box Flow Action available. However, Salesforce is releasing native Flow integration for AI prompts, making custom Apex less necessary.
Einstein for Flow: A broad label for Salesforce’s generative AI features within Flow. Under the hood, you typically use a “Flow Action” that points to your prompt.
3.Conclusion
oThe easiest out-of-the-box solution is to use a Flow Action referencing the prompt template. Hence, Option B is correct.
Salesforce Agentforce Specialist References & Documents
•Salesforce Trailhead: Use Prompt Templates in Flow
Demonstrates how to add an Action in Flow that calls a prompt template.
•Salesforce Documentation: Einstein GPT for Flow
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