Using Salesforce Prompt Builder with Flow to Structure Unstructured Data

In this video, we walk through how to use Salesforce Prompt Builder with Flow to transform unstructured data into structured, reportable fields. Using a real-world example with Leads, we demonstrate how to take free-text descriptions (e.g., “I work on a farm”) and automatically categorize them into structured values like Industry—enabling better reporting, segmentation, and automation. What you’ll learn: How to enable and access Prompt Builder (Einstein AI requirements) How to create a Flex Prompt Template How to pass record data (Lead Description) into a prompt How to control output formatting for consistent results How to integrate Prompt Builder into a Record-Triggered Flow How to update fields dynamically based on AI output How to test and refine prompts for accuracy We also walk through a full example of automatically setting Lead Industry based on description using Flow + Prompt Builder. This is a powerful pattern for Salesforce Admins and Consultants looking to leverage AI for data standardization and automation. ⏱️ Timestamps: 00:00 – Overview of use case (unstructured → structured data) 01:00 – Creating a Prompt Template in Prompt Builder 03:30 – Configuring inputs and prompt logic 05:20 – Calling Prompt Builder from Flow 06:30 – Updating Lead fields with AI output 07:30 – Testing and debugging the flow 08:30 – Real example: auto-categorizing Lead Industry If you found this helpful, consider subscribing for more Salesforce automation and AI tutorials. #Salesforce #SalesforceFlow #EinsteinAI #CRM #Automation