AF26: Salesforce Prompt Templates + ADL + Agent Actions Explained Step by Step | AGENTFORCE TUTORIAL

In this video, we’ll take a deep dive into Salesforce Prompt Templates, Agentforce Data Library(ADL), and Agent Actions, and show you how to invoke Prompt Templates directly from Salesforce Flows — with a practical, real-world demo. 📋 Use Case: Imagine you want to generate an Opportunity Summary using a Prompt Template. By invoking the Prompt Template from a Flow, we can automatically update fields like Opportunity Description with AI-generated insights — streamlining your workflow and saving time. 💡 What You’ll Learn: ✅ What Prompt Templates are and why they matter ✅ Overview of ADL (Agentforce Data Library) and Agent Actions ✅ How to configure and deploy Prompt Templates in Salesforce ✅ Step-by-step process to invoke a Prompt Template from a Flow ✅ Real-world use case: Generating and updating an Opportunity Summary ✅ Limitations, best practices, and tips for scaling with AI + Flows ⚡ Perfect For: Salesforce Admins, Developers, and Architects who want to harness AI + Flow automation in Salesforce. 📌 Don’t forget to LIKE 👍, SUBSCRIBE 🔔, and SHARE 🔄 if you found this guide helpful! --------------------- ⏱️ Timestamps: 00:00 – Introduction 01:00 – Upload files in ADL 05:10 – Create a Prompt Template (1st example) 11:10 – 2nd example (PDF Analysis) 18:35 – Create an Agent Action 24:40 – Creating a Flow to invoke Prompt Template 44:41 – Record snapshot Demo ------------- Playlists: SALESFORCE FLOWS PLAYLIST: https://www.youtube.com/playlist?list=PLADXfl-NZLiutZm1Aiy1Bs_gJz0XvoaSR OMNISTUDIO PLAYLIST: https://www.youtube.com/playlist?list=PLADXfl-NZLitfbWUDUDYA6rTelFtLF04U SALESFORCE OUT OF THE BOX PLAYLIST: https://www.youtube.com/playlist?list=PLADXfl-NZLivqGp1XyfIrahP2ECx1_UWg SALESFORCE APEX TRIGGERS PLAYLIST: https://www.youtube.com/playlist?list=PLADXfl-NZLiup2nCmBPm9Us43Wpxb6lGZ SALESFORCE AGENTSTUDIO PLAYLIST: https://www.youtube.com/playlist?list=PLADXfl-NZLitGh1ljHMBB99Hz1h2doWSx #Salesforce #SalesforceAI #PromptTemplates #AgentActions #ADL #SalesforceFlows #SalesforceAutomation #SalesforceAdmin #SalesforceDeveloper #AITutorial #SalesforceGPT #SalesforceEinstein (salesforce prompt templates, prompt template salesforce, invoke prompt template in flow, ADL salesforce, agent actions salesforce, salesforce ai automation, salesforce flows, record triggered flow with prompt template, salesforce tutorial 2025, salesforce admin, salesforce developer, salesforce automation, salesforce gpt, salesforce einstein prompt template, ai in salesforce, salesforce opportunity prompt template, salesforce complete guide)