Drafts an initial sales outreach email to a lead based on the lead record and related CRM data.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions |
| User Permissions Needed | |
|---|---|
| To use Agentforce SDR | Use Agentforce SDR Agent App |
| See Common User Access for Standard Agent Actions. | |
Action Details
| API Name | DraftInitialOutreachEmail |
| Reference Action Type | Standard Action |
| Reference Action | Draft Agentforce SDR Email |
| Does this action execute one or more prompt templates? | Yes |
| Required Setup | Set Up Agentforce Lead Nuturing |
SDR Agent: Draft Initial Outreach Email
This action calls the Draft Agentforce SDR Email prompt template. This prompt template provides SDR agent with the context it needs via CRM data from the lead record in order to generate a personalized email to the lead.
Considerations
Removing this action will break SDR agent's ability to draft initial emails to new and updated leads.