Before a prompt template can be executed in a live environment, what crucial step must be taken to ensure it functions as intended?

Your sales team is finding it challenging to stay on top of all the activities and communications with multiple clients. They need a tool that can automatically log their activities and sync them across the CRM, so they can focus on selling instead of manual data entry. Which Einstein for Sales feature should they implement?

A sales team needs to quickly draft personalized proposals for prospective clients. Each proposal should include tailored product recommendations and pricing based on the client’s industry and previous interactions. The team wants to streamline this process without sacrificing the quality and relevance of the content. Should the Prompt Builder be used in this scenario, and why?

A marketing team wants to generate personalized email content for different customer segments based on specific criteria like purchase history and engagement levels. When is it appropriate to use Prompt Builder for this task?

A Salesforce implementation team is setting up a series of prompt templates that will be used across multiple departments, including marketing and customer service. They need to ensure that only qualified users can modify these templates while allowing broader access for execution. Which user role should be assigned the responsibility of modifying and managing these prompt templates?