Universal Container (UC) has effectively utilized prompt templates to update summary fields on Lightning record...

Context of the Question

Universal Container (UC) has used prompt templates to update summary fields on record pages.

Now, the admin wants to incorporate similar generative AI functionality within a Flow for automation purposes.

How to Call a Prompt Template Within a Flow

Flow Action: Salesforce provides a standard way to invoke generative AI templates or prompts within a Flow step. From the Flow Builder, you can add an “Action” that references the prompt template you created in Prompt Builder.

Other Options:

Invocable Apex: Possible fallback if there’s no out-of-the-box Flow Action available. However, Salesforce is releasing native Flow integration for AI prompts, making custom Apex less necessary.

Einstein for Flow: A broad label for Salesforce’s generative AI features within Flow. Under the hood, you typically use a “Flow Action” that points to your prompt.

Conclusion

The easiest out-of-the-box solution is to use a Flow Action referencing the prompt template. Hence, Option B is correct.

Salesforce AI Specialist References & Documents

Salesforce Trailhead: Use Prompt Templates in FlowDemonstrates how to add an Action in Flow that calls a prompt template.

Salesforce Documentation: Einstein GPT for FlowExplains standard flow actions to invoke and handle generative AI responses.