SyncOnAI360

Prompt Library

Salesforce prompts your whole team can trust and repeat.

A verified library of Salesforce prompts, with fields filled from your own org by pickers, run through the same chat, tools and approvals as everything else, and a history of every run.

Knowledge Hub

Documentation, patterns, your orgs and pages

  • [1] Salesforce documentationFault connectors and error handling in Flows
  • [2] Your orgCase_Intake_Route: 2 elements without a fault path
  • [3] DependenciesEscalate_High_Priority runs after it on save
  • [4] PagesRunbook: Service automation standards

In one paragraph

The SyncOnAI 360 Prompt Library is a team library of Salesforce prompts with categories, versions, variables, favourites and execution history. Variables are filled with pickers that read the connected org, prompts run through the existing chat engine with its tools and approvals, and every run is recorded so it can be reviewed or run again.

Engine: prompts run through the same governed chat
1Engine: prompts run through the same governed chat
Run recorded in history, with rerun
EveryRun recorded in history, with rerun
Pickers fill variables from your own metadata
OrgPickers fill variables from your own metadata
Separate runtime to secure or maintain
0Separate runtime to secure or maintain

01The problem

Why AI prompts for Salesforce stay personal and inconsistent

The prompts that work best live in one person's notes. Everyone else types their own version, gets a different answer, and nobody can repeat what worked last time.

  1. 01

    Copy and paste

    Good prompts are shared in chat threads and documents, then edited until they stop working.

  2. 02

    Wrong field names

    A prompt written for one org mentions objects and fields another org does not have.

  3. 03

    No history

    When a prompt produced a great result, nobody can find exactly what was asked or rerun it.

  4. 04

    Outside the guardrails

    Prompts pasted into general tools run without the org's context or any approval.

02library

What is in a Salesforce prompt library?

The library holds verified prompts organised by category, with versions, so a team uses the same proven wording instead of each person's improvisation. Favourites keep the ones you use most at hand.

Open the library from the Prompts button in the chat composer, or from the Prompts page, where each prompt's history is kept alongside it.

  • Verified prompts by category
  • Versions and favourites
  • From the composer or the Prompts page

Knowledge Hub

Documentation, patterns, your orgs and pages

  • [1] Salesforce documentationFault connectors and error handling in Flows
  • [2] Your orgCase_Intake_Route: 2 elements without a fault path
  • [3] DependenciesEscalate_High_Priority runs after it on save
  • [4] PagesRunbook: Service automation standards

03variables

How do prompt variables use your Salesforce org?

A prompt's variables are filled with pickers that read the connected org: pick an object and the field and record type pickers reload to match it. The prompt runs with real API names from your org, so it works the first time instead of referencing fields that do not exist.

When you rerun a prompt from history, its inputs are prefilled, and it will not silently swap in a different org.

  • Pickers that read your org
  • Dependent pickers for fields and record types
  • Rerun prefilled, never a silent org swap

SyncOnAI 360

AI architect for Salesforce

Ask SyncOnAI to build flows, rules, Apex, or SOQL...

04governed

Do library prompts follow the same approvals?

Yes. Prompts run through the existing chat engine, not a separate runtime, so they get the same org context, the same tools and the same guardrails. A prompt that leads to a change produces a proposal with checks and blast radius, and production needs a second admin.

Specialist agents can be paired with prompts too, so a Flow prompt runs with the Flow and Automation agent's instructions and tool permissions.

  • Same engine, tools and guardrails
  • Changes become proposals
  • Pairs with specialist agents

Proposal: Case intake fault handling

Acme Production

Checks passed
  • Validated against the org without changing it
  • No component outside the change is modified
  • Apex tests pass, coverage 81%
  • No freeze window in effect
  • Policy: production requires a second admin

Blast radius

  • 2 Flows read Case.Priority
  • 1 report filters on it
  • Case_Intake_Route assigns from it

Risk: medium

05history

How do teams learn from prompt runs?

Every run is recorded in an execution history you can filter, open in detail, annotate with feedback and notes, and rerun. What worked, and exactly what was asked, stays findable for the whole team.

Over time the library becomes a record of how your team uses AI on Salesforce, not a pile of personal snippets.

  • Filterable run history
  • Feedback and notes per run
  • One-click rerun

Knowledge Hub

Documentation, patterns, your orgs and pages

  • [1] Salesforce documentationFault connectors and error handling in Flows
  • [2] Your orgCase_Intake_Route: 2 elements without a fault path
  • [3] DependenciesEscalate_High_Priority runs after it on save
  • [4] PagesRunbook: Service automation standards

06fit

Which Salesforce jobs suit a library prompt?

Repeatable jobs with a known shape, such as documenting an object, reviewing a Flow, drafting a validation rule or explaining a class. Wording that works once can be saved, versioned and run by everyone, with its variables filled from the org.

The library is organised by category so the right prompt is quick to find, and favourites keep each person's most-used prompts one click from the composer. Jobs that are new every time are better asked directly in the chat.

  • Repeatable jobs with a known shape
  • Organised by category
  • One click from the composer

SyncOnAI 360

AI architect for Salesforce

Ask SyncOnAI to build flows, rules, Apex, or SOQL...

07How it works

Using a library prompt

From a proven prompt to a governed result.

  1. 01

    Pick

    Choose a prompt from the composer or the Prompts page.

  2. 02

    Fill

    Choose objects, fields and record types with pickers from your org.

  3. 03

    Run

    It runs in the chat with the org's context and tools.

  4. 04

    Review

    Any change becomes a proposal for approval.

  5. 05

    Reuse

    Find the run in history, add notes, rerun it later.

08Before and after

Prompts, personal versus shared

Without

With SyncOnAI 360

Snippets in someone's notes

A verified library with versions

Field names that do not exist

Pickers that read the org

Results nobody can repeat

Every run recorded with rerun

Run outside any guardrails

Same chat engine, tools and approvals

Lessons lost

Feedback and notes on each run

10Questions

Frequently asked questions

A team library of verified Salesforce prompts with categories, versions, variables, favourites and run history, opened from the chat composer or the Prompts page.

Yes. Variables are filled with pickers that read the connected org, so prompts use your real objects, fields and record types.

No. They run through the same chat engine with the same tools and approvals.

Yes. Every run is recorded in history, with filters, detail, feedback, notes and rerun.

Only through a proposal with checks and approval, the same as any other change.

Not yet. Open them from the Prompts button in the composer or from the Prompts page.

Yes. Every plan includes every feature.

Yes. Pick an agent in the composer and the prompt runs with that agent's instructions and tool permissions.

Yes. Variables are filled from the connected org, and a rerun from history keeps its original inputs and will not silently switch to a different org.

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