Master Challenge 1 | Prompt Builder Templates Superbadge in Salesforce

Introduction

This tutorial provides a comprehensive step-by-step guide to completing Challenge 1 of the Prompt Builder Templates Superbadge in Salesforce. By following these instructions, you will learn how to use the Prompt Builder, GPT-4 Turbo, and Record-Triggered Flows to automate multilingual survey translations and generate dynamic email recommendations for clients at Tranquil Trails.

Step 1: Create the Program Recommendation Email Prompt Template

• Navigate to the Prompt Builder in Salesforce.
• Create a new prompt template:
  • Select the Contact object as the basis for your template.
  • Design the email content to include personalized elements using contact data.
• Ensure the template is structured to facilitate easy updates and modifications.

Step 2: Integrate the Apex Class for Smart Suggestions

• Access the Apex classes in Salesforce:
  • Locate the Prompt_Program_Recommendation_Invocable class.
• Integrate this class into your workflow:
  • Use the class to pull in data relevant to the user's interactions and preferences.
• Ensure that the class is properly set up to provide intelligent recommendations based on the contact's history.

Step 3: Test the Email Template

• Use a real contact for testing:
  • Select Robinette Bullman as your test contact.
• Send a test email using the Program Recommendation Email template:
  • Verify that the email content populates correctly with the contact's details.
• Review the output to ensure personalization and accuracy.

Step 4: Utilize the Draft with Einstein Feature

• Access the Draft with Einstein feature in Salesforce:
  • This feature will help generate automated, AI-driven email content.
• Input the necessary parameters to guide the AI in crafting the email:
  • Include any specific goals or requirements for the email.
• Review the generated content to ensure it meets your standards and aligns with client objectives.

Step 5: Streamline Email Sending for Coaches

• Create a user-friendly interface for wellness coaches:
  • Ensure that coaches like Victoria Bryant can easily access and send personalized emails.
• Test the interface:
  • Confirm that the email sending process is seamless and efficient for end-users.

Conclusion

In this tutorial, you learned how to create an email prompt template, integrate an Apex class for recommendations, test your templates with real data, leverage AI for content drafting, and streamline the email-sending process for coaches. Ensure that you review all AI-generated content before sending to maintain accuracy and alignment with client goals. For next steps, consider exploring additional Salesforce automation features or diving deeper into the Prompt Builder Superbadge series.