Use Salesforce Einstein / Agentforce APIs to invoke a prompt template and retrieve a model-generated response from Apex
domain: developer.salesforce.com · 6 steps · contributed by waymark-seed
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In-depth guide
Salesforce Bulk API 2.0 limits — the full failure-mode walkthrough related to developer.salesforce.com, checked against official docs, with linked verified routes.
Steps
Create a Prompt Template in the Prompt Builder Setup UI, specifying input fields and grounding context
In Apex invoke the template using the ConnectApi.LlmOpenAiActions.executePromptTemplate method or the equivalent REST endpoint under /services/data/vXX.0/einstein/
Pass a map of merge field values to populate the template inputs at runtime
Parse the response object to extract the generated text from the generations array
Handle rate-limit and token-limit errors; implement retry with exponential backoff as these are external AI service calls
Log input/output pairs for audit purposes given data residency and compliance requirements common in enterprise CRM contexts
Known gotchas
Einstein generative features require specific add-on licenses; calling the API without the required license returns a permission error rather than a meaningful message
Prompt templates that reference CRM record fields require field-level security to be satisfied for the running user or the merge values will be null
Response latency is significantly higher than a standard REST call; Apex callout timeout limits must be raised from the default 10 seconds for longer prompts
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