How to Use Prompt Templates with Agent Actions in Salesforce Agentforce | Agentforce Tutorial

Struggling to make your AI agents smarter and more contextual? 🤔

Most teams rely only on simple prompts, but what really powers accurate, real-time responses is the combination of Prompt Templates + Agent Actions. Without them, your agents often miss context, fail to summarize data properly, or give generic replies.

In this video, Shrey Sharma walks you through how to use Prompt Templates with Agent Actions in Salesforce Agentforce to deliver faster, smarter, and more reliable results. You’ll see how two AIs work together, one at the front end and one at the back end to process queries, summarize cases, and provide dynamic, real-time answers.

What you’ll learn in this video:
✅ What prompt templates are and why they matter?
✅ How to create a new prompt template in Salesforce?
✅ Setting up instructions, sources, and AI model configuration
✅ Connecting prompt templates with Agent Actions
✅ Live demo: summarizing a credit card dispute case

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