AI · in 11 of 68 releases
Einstein GPT / Generative AI
First in the release notes in Summer ’23, June 2023. 133 notes since, the most in Winter ’25.
- Notes
- 133
- First
- Summer ’23
- June 2023
- Most notes
- Winter ’25
- 28 notes
- Latest
- Winter ’27
A note counts here when its title or opening lines name Einstein GPT / Generative AI, by any of the names Salesforce has used for it.
The first notes, Summer ’23
Every note, by release
Newest first. Each title links to its page in Salesforce’s release notes.
Winter ’273
Summer ’2614
- Create Prompt Templates with AI Assist (Beta)p. 333
- Make Generative AI Calls from Code Extension Batch Transform Scriptsp. 779
- Customize the Action Recommendation Prompt Template in Prompt Builderp. 1107
- Map Prompt Templates to MCP Server Toolsp. 1290
- Test Prompt Templates in Agentforce Testing Center (Beta)p. 290
- Gain Insights Into Agentforce and Generative AI Consumptionp. 298
- Build Intelligent Prompt Templates with Conditional Logic (Beta)p. 334
- Use Keyboard Shortcuts in Prompt Builderp. 335
- View Prompt Template Dependencies Across Your Orgp. 336
- Deploy and Version Control Prompt Templates with the Metadata APIp. 336
- Customize Managed Prompt Templates with Overridesp. 337
- Extract Regulation and Policy Clauses with Generative AIp. 1222
- Automate Compliance Controls with Prompt Templatesp. 1223
- Improve Sales Summary Quality with Enhanced Prompt Template Instructionsp. 1393
Spring ’269
- Add New Inputs to Existing Prompt Templatesp. 245
- Pass Outputs Between Actions in Prompt Builderp. 243
- Monitor Token Usage and Response Time in Prompt Builderp. 244
- Use Prompt Templates as Actions in Prompt Builderp. 244
- Structure Prompt Template Output with Custom Lightning Typesp. 247
- Improved Prompt Template Batch Processing with Supported Models in Flowp. 247
- See Where Actions Are Used in Agentforce Builder and Prompt Builder (Beta)p. 399
- Generate Context-Specific Questions with Generative AIp. 932
- Access Pipeline Management Prompt Templates Quickly in Setupp. 1136
Winter ’267
- Instruction-Only Flex Prompt Templates and Optional Inputsp. 546
- Summarize Your Sales Records with the Help of Generative AIp. 1033
- Automate Complicated Decisions in Flows with Generative AIp. 1076
- Draft Contextual Knowledge Articles with Prebuilt Prompt Templatesp. 1242
- Accelerate Case Resolution and Boost Service Efficiency with Einstein Email Prompt Templatesp. 1317
- Turn On Beta Generative AI Models for Faster Access to New Modelsp. 550
- Add Resources to Prompt Templates with the Updated Resource Pickerp. 547
Summer ’2513
- Optimize Prompt Development with Step-by-Step Visuals in Prompt Builderp. 242
- Add Semantic Models Using the Semantic Model Builderp. 260
- Access External Data in Prompt Builderp. 352
- Access Einstein Studio Models from Data Cloud Companion Orgs in Einstein Studio Tab, Prompt Builder and Flow Builderp. 404
- Enhance Scope 3 Emissions Calculations with Einstein Generative AI (Generally Available)p. 712
- Enhance Disclosure Reporting by Using Einstein Generative AI with Data Cloudp. 713
- Summarize Your Sales Records with the Help of Generative AIp. 933
- Prompt Template Batch Processingp. 999
- Verify Sources with Citations in Prompt Templatesp. 243
- Analyze PDF File Inputs with Prompt Templatesp. 244
- Instruction-Only Flex Prompt Templates and Optional Inputsp. 244
- Other Improvements for ESG Report Accuracy Assessment by Using Einstein Generative AI With Google Docsp. 716
- Tailor the Email Summaries Prompt in Prompt Builderp. 1099
Spring ’2514
- Analyze File Inputs with Prompt Templatesp. 244
- Use More Languages with Prompt Builderp. 244
- Hide Large Learning Models (LLMs) from Prompt Templatesp. 346
- Package Agent Actions, Agent Topics, and Prompt Templates in Second- and First-Generation Managed Packagesp. 380
- Einstein Generative AI for Energy and Utilities Cloud Enhancementsp. 561
- Automate Field Mapping with Einstein Generative AIp. 583
- Use Generative AI in All Languages Supported by Einstein Conversation Insightsp. 873
- Customize Service Replies for Email in Prompt Builderp. 1022
- Einstein Copilot for Salesforce is Now Agentforcep. 220
- Update Language Learning Models (LLMs) in Prompt Templatesp. 246
- Improve Response Relevance in Prompt Templates With Ensemble Retrieversp. 246
- Customize Work Summaries for Voice by Using the Summarize Voice Call Prompt Templatep. 1028
- Customize Work Summaries for Enhanced Messaging by Using the Summarize Messaging Session Prompt Templatep. 1027
- Customize Work Summaries for Case Using the Summarize Case Prompt Templatep. 1029
Winter ’2528
- Add Calculated Fields to Your Lightning Reports with Einstein Generative AIp. 146
- Connect More Foundation Models for Generative AI Solutionsp. 262
- Use Generative AI For Salesforce Development with Agentforce for Developers (Generally Available)p. 292
- Einstein Copilot for Salesforce is Now Agentforcep. 353
- Choose Where to Store Generative AI Audit and Feedback Datap. 368
- Ground Generative AI Responses on Your File Uploads in Einstein Data Libraryp. 367
- Repurpose a Standard Prompt Templatep. 372
- Elevate Your Prompt Responses Using Data Graphs in Prompt Builderp. 372
- Shape How Agents Respond to User’s Questions Using the Answer Questions with Knowledge Prompt Templatep. 373
- Configure Prompt Templates in Multiple Languagesp. 373
- Einstein Generative AI for Energy and Utilities Cloudp. 469
- Resolve Complaints Faster with Einstein Generative AI for Complaints Managementp. 475
- Reverse a Fee Quickly with Einstein Copilotp. 477
- Update Address with Einstein Copilotp. 477
- Report and Block a Card with Einstein Copilotp. 477
- Retrieve Financial Transaction Details with Einstein Copilotp. 478
- Retrieve Balance Information with Einstein Copilotp. 478
- Generate Program Outcome Summary Using Einstein Generative AIp. 512
- Generate Patient Outcome Summary Using Einstein Generative AIp. 512
- Generate Call Scripts for Payors with Einstein Generative AIp. 515
- Generate Summary of Benefits with Einstein Generative AIp. 515
- Revise Information Library Snippets via Einstein Generative AIp. 551
- Enhance Scope 3 Emissions Calculations with Einstein Generative AI (Beta)p. 552
- Log Calls with Customers with Einstein Copilotp. 723
- Access Einstein Copilot From Your Gmail Integrationp. 762
- Use Einstein Copilot with Your Gmail Integrationp. 758
- Customize LLM Responses Using the Draft Service Replies from Context and Draft Service Replies with Grounding Prompt Templatesp. 856
- Use Service Replies in Prompt Builder in More Languagesp. 857
Summer ’2421
- Give Users Control in Custom Einstein Copilot Actionsp. 326
- Generate Personalized Appointment Invitation Emails with Prompt Builderp. 118
- Add Calculated Fields to Your Data Cloud Reports with Einstein Generative AIp. 135
- Power Your Generative AI with Google Gemini and Prompt Builderp. 215
- Power Your Generative AI Using Anthropic Models with Prompt Builderp. 214
- Use Vector Search in Generative AI, Automation, and Analytics Toolsp. 229
- Answer Questions Easily with Knowledge and Generative AIp. 322
- See Records from Different Objects in Einstein Copilot’s Responsesp. 325
- Clear Your Einstein Copilot Feed Historyp. 326
- Ground Generative AI Responses with Einstein Data Library (Generally Available)p. 328
- Create Flex Prompt Templates with Free Text Inputsp. 332
- Ground Your Prompt Templates with Retrieval Augmented Generation (RAG)p. 333
- Use One Apex Class or Flow in Multiple Prompt Templatesp. 334
- Supercharge Einstein Generative AI with Retrieval Augmented Generation (RAG)p. 336
- Customize the Pre-Work Brief with Prompt Builderp. 351
- Automate Assessment Generation With Einstein Generative AIp. 440
- Other Improvements for ESG Report Accuracy Assessment by Using Einstein Generative AIp. 489
- Draft Fundraising Gift Proposals with Einstein Copilot (Beta)p. 519
- Provide Users with Coaching-Inspired Feedback Driven by Einstein Generative AIp. 668
- Enter Generative AI Instructions to Create Sales Emails in Email Integrationsp. 687
- Share Catalog Item Links to Customers with Einstein Copilot (Beta)p. 790
Spring ’2414
- Power Generative AI Using Third-Party LLMsp. 206
- Gauge Einstein Copilot Adoption and Usability with Analyticsp. 324
- Simplify Daily Tasks with Prompt Builder (Generally Available)p. 327
- Track Einstein Trust Layer Functionality with Audit Trailp. 326
- Streamline Everyday Activities with Einstein Copilot on the Field Service Mobile Appp. 345
- Streamline Dispute-Related Communications with Prebuilt Email Prompt Templatesp. 390
- Streamline Everyday Activities with Einstein Copilot on the Salesforce Mobile Appp. 512
- Accelerate Productivity With Sales Summaries in Einstein Copilot (Generally Available)p. 568
- Let Users Enter Generative AI Instructions to Create Sales Emailsp. 566
- Enter Generative AI Instructions to Create Sales Emails in Email Integrationsp. 625
- Encrypt Fields Used to Train Generative AI Modelsp. 705
- Close Cases More Efficiently with Work Summaries in Einstein Copilot (Beta)p. 712
- Grow Your Knowledge Base with Generative AI (Generally Available)p. 714
- Enhance Survey Reach and Accuracy with Generative AI Translationsp. 765
Winter ’248
- Use Generative AI to Populate Field Values with Prompt Builder (Pilot)p. 291
- Ensure Data Security with the Einstein Trust Layerp. 289
- Generate Personalized Sales Emails with Prompt Builder (Pilot)p. 290
- Einstein Generative AI Featuresp. 288
- Personalize Sales Emails with Einstein Generative AI for Salesp. 535
- Include Product Info in Sales Emails with Einstein Generative AIp. 536
- Personalize Sales Emails with Prompt Builder (Pilot)p. 539
- Close Cases Faster using Einstein Work Summaries with Generative AI(Generally Available)p. 649
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