Draft an email that requests supporting documents from the client.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions |
| Permissions Needed | |
|---|---|
| To use Financial Services Cloud: |
Financial Services Cloud Extension OR FSC Foundation OR FSC Sales OR FSC Service |
| To use Claims Service Employee Assistance: | Einstein for Financial Services user permission |
| See Common User Access for Standard Agent Actions. | |
Action Details
| API Name | DraftDocumentsIntakeEmail |
| Reference Action Type | Prompt Template |
| Does this action execute one or more prompt templates? | Yes |
| Required Setup | Agentforce for Financial Services: Claims Service Employee Assistance |
Guidelines and Considerations
See Considerations for Agentforce for Financial Services: Claims Service Employee Assistance