Practical, ready-to-use prompt templates and workflow patterns for enterprise AI use cases built on Salesforce ecosystems.
What is this?
This repository contains a curated set of prompt templates, workflow patterns, and implementation notes for teams building AI-powered features on top of Salesforce CRM data.
These templates come from real enterprise use cases. They are designed to be practical, tested, and easy to adapt.
Who is this for?
Salesforce developers exploring AI capabilities
Enterprise teams evaluating LLM use cases in CRM workflows
AI engineers building Agentforce or custom AI agent pipelines
Anyone looking for a starting point for enterprise RAG or CRM automation
Templates Included
1. Account Summary
Generate a concise, structured summary of a Salesforce Account using CRM data.
Use case: Sales reps preparing for a meeting. Reduce prep time from 20 minutes to under 2.
You are an enterprise AI assistant with access to CRM data.
Given the following account information, generate a brief executive summary (3-5 bullet points) covering:
- Company overview and relationship status
- Recent activity and open opportunities
- Key contacts and last interaction
- Risks or outstanding issues
Account data:
{account_data}
Format: bullet points, no more than 5, direct language.
2. Follow-Up Email Generator
Draft a follow-up email after a sales call or demo, personalized from CRM context.
Use case: AEs spending less time on post-meeting emails.
You are a helpful enterprise AI assistant.
Write a professional follow-up email based on the meeting notes and CRM data below.
Meeting context:
{meeting_notes}
Contact information:
{contact_name}, {contact_title} at {account_name}
Tone: professional but conversational. Length: 3-4 short paragraphs.
Include a clear next step at the end.
Do not invent information not present in the context.
3. Support Ticket Classifier
Classify incoming support tickets by urgency, category, and recommended routing.
Use case: Reduce manual triage in enterprise support workflows.
You are an enterprise support routing assistant.
Analyze the following support ticket and return a structured classification.
Ticket content:
{ticket_text}
Respond only in JSON format:
{
"urgency": "low | medium | high | critical",
"category": "billing | technical | access | feature_request | other",
"recommended_team": "support_l1 | support_l2 | engineering | account_management",
"summary": "one sentence description of the issue",
"confidence": "low | medium | high"
}
4. Opportunity Risk Assessment
Evaluate an open opportunity and flag potential risks based on CRM signals.
Use case: Sales managers reviewing pipeline health without reading every record.
You are a CRM AI analyst.
Review the opportunity data below and identify the top 3 risks that could prevent this deal from closing.
Opportunity data:
{opportunity_data}
Format your response as:
- Risk 1: [title] — [brief explanation, 1-2 sentences]
- Risk 2: [title] — [brief explanation]
- Risk 3: [title] — [brief explanation]
Base your analysis only on the data provided. Flag if critical information is missing.
How to Use These Templates
Copy the template you need
Replace {variables} with your actual data or dynamic values from Salesforce
Pass the filled prompt to your LLM of choice (GPT-4, Claude, Llama, etc.)
Adapt the output format to your application's needs
These templates work well with Salesforce Flow, Apex callouts, or any middleware that can pass CRM data to an LLM API.
Implementation Notes
All templates use zero-shot prompting — no examples needed, though adding few-shot examples improves consistency
Templates with JSON output work best with models that support structured output or function calling
Always include a "do not invent information" instruction when passing CRM data to reduce hallucinations
Consider adding {current_date} to time-sensitive templates for better context
What's Coming Next
Salesforce semantic search connector (Python)
Enterprise RAG starter kit with LangChain
AI evaluation utilities for CRM use cases
Agentforce workflow templates
About Oktana
Oktana is a technology company specializing in Salesforce and enterprise AI systems.
We build practical AI demos, workflow orchestration tools, and applied AI components for enterprise ecosystems.
