Build and Test Prompts

Design business-ready prompts with full control and clarity

Creating prompts is at the core of using AI effectively in Salesforce. GPTfy offers a purpose-built Prompt Builder that simplifies prompt creation, testing, and deployment—all in one structured interface. With intuitive controls, minimal clicks, and smart defaults, teams can quickly create, test, and deploy business-specific prompts that align with both operational needs and AI best practices.

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Before You Start

Make sure the following prerequisites are completed:

• Activate your preferred AI model
• Data Context Mapping should be configured

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Step 1: Create a New Prompt

• Navigate to the Prompt Builder tab and select New Prompt

• Provide the required fields:

  • Prompt Name: Enter a clear, descriptive title
  • Target Object: Choose the Salesforce object (e.g., Account, Opportunity)
  • Data Context Mapping: Select the appropriate mapping configuration
  • AI Model: Choose the AI model (e.g., OpenAI, Claude, etc.)
  • Prompt Type:
    • Text Prompt – Use your own custom-written prompt command
    • JSON Prompt – Use structured prompt components for advanced workflows
    • Canvas Prompt – Enables display and interaction with AI responses with flexible customization

• Click Save

• A unique Prompt Request ID will be generated

Key Fields (pre-filled):

• Object
• Type: Text / JSON / Canvas
• Prompt Version
• AI Model
• Status: Draft / Active
• Last Modified

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Step 2: Configure the Prompt

Prompt Configuration Section

• AI Prompt Name (pre-filled, but editable)
• Description: Provide a concise summary of the prompt's purpose
• Prompt Request ID: Unique backend identifier
• Allow User Input: Enable users to add manual inputs at runtime
• Include Files: Allow file attachments to be processed with the prompt (requires specific AI model support). If enabled, you have to select a file model to process attached PDFs, Excel, or Word documents.
• Purpose: Multi-select business purposes
• How It Works: Rich-text explanation of the prompt's logic and behavior

Prompt Availability Settings Section

• Visibility Condition: Add filter logic to control where prompts should be enabled/disabled
• Visibility Exception Message: Custom message when prompt can't be run
• Profile Access: Limit prompt access by Salesforce user profile

Note: Errors during prompt execution now appear as a banner at the top for better visibility

AI Model Section

• AI Model: The engine powering the prompt
• Temperature: Controls response creativity (0–1)
• Top P: Influences the diversity of considered responses
• Max Output Tokens: Sets the limit on the AI's response length

System Information Section

• View details such as Prompt Version, Message, Owner ID, Created By, Created Date, Last Modified By, and Last Modified Date

Quick Tip: Press Ctrl+S (or Cmd+S on Mac) to save your prompt quickly.

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Step 3: Set Grounding Rules and Locale

Grounding Rules Section

Predefined ethical and content guidelines to ensure safety and brand alignment:

Ethical Grounding Examples:

• Prioritize safety and ethics
• Avoid using scare tactics
• Base responses solely on provided prompt information
• Reference linked JSON records correctly

Context Grounding Examples:

• Only answer what is asked
• Refrain from using first-person pronouns
• Ensure all related records are shown accurately

Locale Configuration Section

Ensures prompts respond based on user or automation locale:

Use Case	Option	Description
Automation	Company Default	Uses standard org-wide locale
Automation	Record Owner	Uses locale of record owner
GPTfy Console Use	Active User	Uses logged-in user's locale
GPTfy Console Use	Company Default	Maintains uniform experience across users

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Step 4: Define the Prompt Command

For Text Prompts:

• Use the Prompt Command text box for free-form instructions
• Update: Command box size increased for easier editing
• Insert merge fields to dynamically pull Salesforce field values

For JSON Prompts:

• Define modular sub-components for structured prompting

Additional Capabilities:

• Record Lookup: Search and select records from the target object
• Quick Test: Instantly validate prompts on selected records
• New Test Tab: Test prompts and view recently tested records

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Step 5: Add Post-Prompt Actions

Define automation triggered after a prompt runs:

Supported Post-Prompt Actions:

• Update Field: Modify a field value on the current record
• Create Record: Create a new Salesforce record
• Invoke Flow: Trigger an autolaunched Salesforce Flow
• Invoke Apex: Execute an Apex class
• Open Form: Display a pre-filled form based on AI output

Each action supports hardcoded values, field references, or AI-generated content and can be sequenced for complex workflows.

Enhancement: Prompt Action Validation ensures only active flows and valid Apex classes are selectable.

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Step 6: Save, Activate, and Manage

• Click Save to register the prompt
• Click Activate to publish the prompt for end-user access

Note: Prompt must pass validations before activation

Editing Prompts:

• Deactivate (moves to Draft status) to enable editing
• Use Clone with Related to duplicate prompts and their configurations

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Step 7: Version Control, Testing, and Security Audits

Test Prompt

• Test on live Salesforce data (here the record on which the latest prompt was run will be selected automatically)
• Receive instant validation feedback

Version Control

• Ensure that the prompt versioning toggle is on in AI settings
• Every activation creates a new version
• Use Reinstate to revert to a previous version

Security Audits

• Logs include record ID, user, timestamp, and inputs/outputs
• View execution history under the Audit tab for compliance

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Step 8: Canvas Prompt Experience

GPTfy Canvas (Prompt Type: Canvas) enables the creation of AI dashboards with multiple prompt elements:

• Auto-refresh at configured intervals
• Responsive layout with options for modal zoom, email, PDF export, and copy
• Drilldowns with summary and full response views

Tip: Only active prompts with matching object contexts can be added as prompt elements.

In Console and Canvas Component:

• View all responses on one screen
• Click an element for detailed modal view
• Access security audits per element and parent

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With GPTfy's Prompt Builder, you can build, test, and deploy powerful prompts with speed and confidence, without relying on multiple tools or developer hand-holding. The intuitive design ensures alignment between intent and results while giving you full control over visibility, grounding, and AI behavior.