What is Salesforce Prompt Studio: Tips for AI Success

Jun 28, 2023

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In this article, we’ll explore how to use Salesforce Prompt Studio effectively and provide valuable tips for success.

Dreamforce 23 last week was all about Salesforce continued commitment to innovation by integrating Generative AI into its platform, named Salesforce AI Prompt Studio. This cutting-edge feature opens up a world of possibilities for businesses to harness the power of artificial intelligence for various use cases, from content creation to data analysis.

Salesforce’s AI prompt studio: tips for success

Salesforce AI prompt studio empowers Salesforce admins and users with the power of AI, and part of the new suite of AI solutions.

What is Salesforce AI prompt studio?

AI prompt studio is Salesforce’s revolutionary AI-powered tool that leverages the capabilities of Generative AI.

If you have worked with ChatGPT than you know that it starts with prompt. And, you’ll also know that writing excellent prompts are the secret sauce to optimal AI answers.

This Studio enables users to generate text and content with the assistance of AI, making tasks like drafting emails, creating reports, and developing marketing content more efficient and precise.

How does it work?

Now, in a way, you can think of prompt studio as a sort of ChatGPT embedded into the Salesforce fabric.

What Salesforce Prompt Studio does it enabling Admins to create templates. These templates keep the prompts consistent – users don’t need to write them. So, for example, you could have a prompt to write an entire email based on CRM data, like so.

Getting started with AI prompt studio

  1. Accessing AI Prompt Studio: To get started, you need access to Salesforce and a subscription that includes AI Prompt Studio. Once logged in, navigate to the AI Prompt Studio section within the platform.
  2. Understanding the Interface: Familiarize yourself with the user interface of AI Prompt Studio. It typically consists of a text input box where you can type your prompts and various options and settings to customise the AI’s responses.

Tips for success with Salesforce AI prompt studio

Now that you’re acquainted with AI prompt studio, let’s delve into some tips to make the most of this powerful tool:

  1. Start with Clear and Specific Prompts: AI responds best to clear, specific prompts. Instead of asking, “Write a marketing email,” try “Draft a compelling marketing email to promote our new product.”
  2. Experiment with Different Prompts: Don’t be afraid to try multiple prompts to see which one yields the most relevant and valuable results. Experimentation is key to refining your AI-generated content.
  3. Use AI as a Collaborator, Not a Replacement: While AI can be incredibly helpful, it’s essential to view it as a collaborator rather than a replacement for human creativity. Review and edit the AI-generated content to ensure it aligns with your brand’s tone and messaging.
  4. Leverage Custom Models: Salesforce allows you to create custom AI models to better align with your industry and unique requirements. Consider developing custom models to enhance the accuracy and relevance of AI-generated content.
  5. Maintain Data Privacy and Compliance: Always be mindful of data privacy and compliance regulations when using AI Prompt Studio. Ensure that any data used to train the AI is in compliance with applicable laws and regulations.
  6. Stay Updated with AI Advancements: AI technology is continuously evolving. Stay updated with the latest advancements in AI to make the most of AI Prompt Studio. Salesforce often releases updates and improvements to enhance its AI capabilities.
  7. Collaborate with AI Specialists: Consider working with AI specialists or data scientists within your company. They probably have valuable insights and can help optimise AI prompt studio for your specific use cases.
  8. Measure and Analyze Results: Track the performance of AI-generated content. Analyse engagement metrics, user feedback, and conversion rates to learn the effectiveness of AI-generated content in achieving your goals.
  9. Provide Feedback to Salesforce: Salesforce values user feedback. If you encounter any issues or have suggestions for improvement, don’t hesitate to provide feedback. Your input can help shape the future of AI prompt studio.

As an Admin, Salesforce prompt studio allows you to create prompt templates for your users across Salesforce, and Slack! What can you do with it? Here are some examples:


At the end of your Slack group chat, when you have sorted out a complex problem, you can get it all the answers, wisdom and nuances nicely written up in a knowledge article… with the click of a button. Love this!!!!


Besides using these prompts for queries, you can also use them for data. Data stored in data cloud as well as learned data. How does that work? You can use merge fields for super-powered prompts that understand your data. And you can keep you data secure with data masking, zero retention prompts and toxicity detection. So, is that safe? Yes is the answer.

The Einstein GPT trust layer for AI & data

As artificial intelligence brings certain risks to the table, and as Salesforce #1 value is Trust, it’s to be expected that the company has built some safeguards to keep you and all your data safe.

As you can see here, the Einstein GPT Trust layer is what will keep your data safe. It secures date retrieval, does dynamic grounding, data masking, toxicity detection and auditing.

Learn more about Marketing GPT

New concepts come with new language

AI concepts to master

You might have just come across some unfamiliar terms in the Salesforce world:

  • Writing prompts is called ‘prompt engineering‘. Learn it by heart. You’ll hear lots about it in the years to come.
  • Two other key terms to master to understand Prompt Studio: grounding and toxicity.
  • Grounding ensures that the model is using the right sources, so that the resulting output information will be correct.
  • Toxicity is a rating system (much like a traffic light) that detects disrespectful or unreasonable output answers. Think of this as ‘response quality’- alerts.

Over to you

Salesforce’s AI Prompt Studio is a game-changer for businesses looking to streamline content creation and data analysis processes. By following these tips for success and embracing AI as a valuable collaborator, you can unlock the full potential of this innovative tool, ultimately driving efficiency and productivity in your organisation. Stay ahead of the curve in the world of AI-powered solutions, and watch your business thrive. Interested to learn more? Have a free chat with one of our experts to get some of your questions answered:

Interested to learn more?

We would be very happy to help you.

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