How to Execute Einstein Prompt Templates Using Apex (Calling Salesforce Prompt Templates Programmatically with Apex)

 Hi,

Here, we’ll explore how to execute a Prompt Template using Apex.

To understand this better, let’s take a sample Flex Prompt Template called

“AccountSummaryTemplate”. This template accepts the following inputs:

• query — Free Text  

• account — Object  

When you want to execute a Prompt Template programmatically from Apex, you must use the Salesforce Connect API. The Connect API enables Apex to interact with Einstein generative AI features, including Prompt Templates.

Prompt: AccountSummaryTemplate

Prompt Preview:

Apex Code: 

 //Create inputs

        //For Free Text types

        ConnectApi.WrappedValue queryValue = new ConnectApi.WrappedValue();

        queryValue.value = 'Provide a brief summary of account in a few lines'; // The actual string value

        //For Object types

        Map<String, String> accountMap = new Map<String, String>();

        accountMap.put('id', '001J900000HlQWeIAN'); //Here we just need to pass record id instead of complete record (Object)

        ConnectApi.WrappedValue accountValue = new ConnectApi.WrappedValue();

        accountValue.value = accountMap;

    //Prepare InputParams 

        Map<String, ConnectApi.WrappedValue> inputParams = new Map<String, ConnectApi.WrappedValue>();

        inputParams.put('Input:account', accountValue);

        inputParams.put('Input:query', queryValue);

        // Configure invocation parameters

        ConnectApi.EinsteinPromptTemplateGenerationsInput executeTemplateInput = new ConnectApi.EinsteinPromptTemplateGenerationsInput();

        executeTemplateInput.additionalConfig = new ConnectApi.EinsteinLlmAdditionalConfigInput();

        executeTemplateInput.additionalConfig.applicationName = 'PromptBuilderPreview';

        executeTemplateInput.isPreview = false;

        executeTemplateInput.inputParams = inputParams;

        try {

            // Call the service

            ConnectApi.EinsteinPromptTemplateGenerationsRepresentation generationsOutput = ConnectApi.EinsteinLLM.generateMessagesForPromptTemplate(

                'AccountSummaryTemplate',

                executeTemplateInput

            );

            ConnectApi.EinsteinLLMGenerationItemOutput response = generationsOutput.generations[0];

            System.debug('Output----'+response.text);

           

        } catch (Exception e) {

            System.debug(e.getMessage());

            throw e;

        }

Output:

Reference:

https://developer.salesforce.com/workshops/agentforce-workshop/advanced/1-advanced-prompt-template

https://developer.salesforce.com/docs/ai/agentforce/guide/get-started-prompt-builder.html

Account Hierarchy with (Account,Contact,Case)

Hi, the following component and Apex class help you display the Account hierarchy in a Lightning component and keep the hierarchy logic completely within the Apex class.

 Expected Output:

Source Code:

LWC Component:

---------------------

accountHierarchyTreeGrid.html

<template>

<lightning-card title="Account, Contact, and Case Hierarchy">

<div class="slds-p-around_medium">

<template if:true={gridData}>

<lightning-tree-grid

columns={gridColumns}

data={gridData}

key-field={keyField}>

</lightning-tree-grid>

</template>

<template if:false={gridData}>

<p class="slds-align_absolute-center">Loading or No Accounts found to display.</p>

</template>

</div>

</lightning-card>

</template>

accountHierarchyTreeGrid.js

import { LightningElement, wire } from 'lwc';

import getAccountHierarchy from '@salesforce/apex/HierarchyController.getAccountHierarchy';

export default class AccountHierarchyTreeGrid extends LightningElement {

// Key-field for unique identification

keyField = 'id';

// Data property to hold the hierarchical records

gridData = [];

// Column definitions for lightning-tree-grid

gridColumns = [

{

// This column holds the expandable node and the main name/number

type: 'text',

fieldName: 'name',

label: 'Name / Number',

initialWidth: 300

},

// --- Account Field ---

{

type: 'text',

fieldName: 'industry',

label: 'Account Industry',

initialWidth: 150

},

// --- Contact Field ---

{

type: 'email',

fieldName: 'email',

label: 'Contact Email',

initialWidth: 200

},

// --- Case Fields ---

{

type: 'text',

fieldName: 'subject',

label: 'Case Subject'

},

{

type: 'text',

fieldName: 'status',

label: 'Case Status',

initialWidth: 150

}

];

// Wire service calls the simplified Apex method

@wire(getAccountHierarchy)

wiredAccounts({ error, data }) {

if (data) {

// The data is a List<Object> (Maps) and is directly usable by the tree grid

this.gridData = data;

} else if (error) {

console.error('Error fetching hierarchy data:', error);

// Optional: Add logic to display an error toast message here

}

}

}

accountHierarchyTreeGrid.js-meta.xml

<?xml version="1.0" encoding="UTF-8"?>

<LightningComponentBundle xmlns="http://soap.sforce.com/2006/04/metadata">

<apiVersion>60.0</apiVersion>

<isExposed>true</isExposed>

<targets>

<target>lightning__AppPage</target>

<target>lightning__RecordPage</target>

<target>lightning__HomePage</target>

</targets>

</LightningComponentBundle>

Apexclass:

/**

* @description Controller to fetch Account, Contact, and Case data for the LWC Tree Grid.

* This builds the hierarchy directly using Maps instead of using the Javascript

manipulation of data.

*/

public with sharing class HierarchyController {

/**

* @description Fetches Accounts, Contacts, and Cases, and formats them directly into maps.

* @return List<Object> The root list of Accounts as Map<String, Object> structures.

*/

@AuraEnabled(cacheable=true)

public static List<Object> getAccountHierarchy() {

// Use SOQL to fetch Accounts, Contacts, and Cases

List<Account> accountResults = [

SELECT

Id, Name, Industry,

(SELECT Id, FirstName, LastName, Email, (SELECT Id, CaseNumber, Subject, Status FROM Cases) FROM Contacts)

FROM Account

ORDER BY Name

LIMIT 10

];

List<Object> rootList = new List<Object>();

// 1. Process Accounts (Level 1)

for (Account acc : accountResults) {

// Create the Account map node

Map<String, Object> accNode = new Map<String, Object>();

accNode.put('id', acc.Id);

accNode.put('name', acc.Name);

accNode.put('industry', acc.Industry);

List<Object> contactChildren = new List<Object>();

if (acc.Contacts != null && !acc.Contacts.isEmpty()) {

// 2. Process Contacts (Level 2)

for (Contact con : acc.Contacts) {

// Create the Contact map node

Map<String, Object> conNode = new Map<String, Object>();

conNode.put('id', con.Id);

conNode.put('name', con.FirstName + ' ' + con.LastName);

conNode.put('firstName', con.FirstName);

conNode.put('lastName', con.LastName);

conNode.put('email', con.Email);

List<Object> caseChildren = new List<Object>();

if (con.Cases != null && !con.Cases.isEmpty()) {

// 3. Process Cases (Level 3)

for (Case c : con.Cases) {

Map<String, Object> caseNode = new Map<String, Object>();

caseNode.put('id', c.Id);

caseNode.put('name', c.CaseNumber);

caseNode.put('caseNumber', c.CaseNumber);

caseNode.put('subject', c.Subject);

caseNode.put('status', c.Status);

caseChildren.add(caseNode);

}

// Add Cases to the Contact node using the required '_children' key

conNode.put('_children', caseChildren);

}

contactChildren.add(conNode);

}

// Add Contacts to the Account node using the required '_children' key

accNode.put('_children', contactChildren);

}

rootList.add(accNode);

}

return rootList;

}

}

Reference:

https://developer.salesforce.com/docs/component-library/bundle/lightning-tree-grid/documentation

https://developer.salesforce.com/docs/platform/lwc/guide/data-table-vs-tree-grid.html