---
schema_version: "1"
id: dd5c42109675fc7fbd5876925d7a92b0f26c77e432c231a3de25459e366a9fdb
title: Marketing | Draft a Campaign Brief
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/copilot_actions_ref_draft_a_campaign_brief.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_draft_a_campaign_brief.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 59badeafa062abc1516d7cbdee2476d8f1d444a6b3834e84f06ce8c25d9b85c6
description: Creates a draft of the campaign brief based on user-provided campaign details in the Agentforce panel. Use in conjunction with the Save Campaign Brief action.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Marketing | Draft a Campaign Brief

Creates a draft of the campaign brief based on user-provided campaign details in the Agentforce panel. Use in conjunction with the Save Campaign Brief action.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions with the Einstein for Sales, Einstein for Service, or Einstein Platform add-ons, and in <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Marketing Cloud.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="text-align:center;vertical-align:top;" id="d114106e73">User Permissions Needed</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d114106e76">&nbsp;</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d114106e73 d114106e76 ">See <a href="https://help.salesforce.com/s/articleView?id=ai.agent_actions_common_perms.htm&amp;type=5&amp;language=en_US" target="_blank">Common User Access for Standard Agent
                Actions</a>.</td>

          </tr>
        </tbody>
      </table>

## Action Details

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <tbody>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">API Name</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">draftCampaignBrief</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Reference Action Type</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">Standard Action</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Reference Action</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">
              <p>Draft a Campaign Brief</p>
              <p style="margin-bottom:0;">(draftCampaignBrief)</p>
            </td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Does this action execute one or more prompt templates?</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">Yes</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Required Setup</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">
              <a href="https://help.salesforce.com/s/articleView?id=mktg.mktg_admin_setup_einstein.htm&amp;type=5&amp;language=en_US" target="_blank">
                <u>Enable AI Features in
                  Marketing Cloud </u>
              </a>
            </td>

          </tr>
        </tbody>
      </table>

## Create a Brief with a Prompt Template

This action calls an internal invocable action, which uses internal prompt templates to create and revise a campaign brief.

## Considerations

- This action is intended for use only in Marketing Cloud campaigns.
- Campaign components are grounded based on the Key Message and Target Audience fields in the campaign brief.
- Brand identity and tones in the Brand Center aren’t used to ground campaigns.
- Campaigns created with Einstein are single send email campaigns.