---
schema_version: "1"
id: 5aea9a176db5a6f0d9ace9e502392a6daca431943f9df855f87e97e4f7c774be
title: Sales | Lead Nurturing | Draft Initial Outreach Email
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/copilot_actions_ref_sales_sdr_draft_initial_outreach_email.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_sales_sdr_draft_initial_outreach_email.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b997d2f65bb5c88bf0c90f2f2fb9c9b29af287770378a884a56ece858c9fe1ec
description: Drafts an initial sales outreach email to a lead based on the lead record and related CRM data.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Sales | Lead Nurturing | Draft Initial Outreach Email

Drafts an initial sales outreach email to a lead based on the lead record and related CRM data.

### 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>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Foundations or <strong>Agentforce 1</strong> Editions</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="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d225050e73">User Permissions
            Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d225050e73 ">To use Agentforce SDR</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d225050e73 ">Use Agentforce SDR Agent App</td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d225050e73 ">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;">DraftInitialOutreachEmail</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;">Draft Agentforce SDR Email</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=sales.einstein_sdr_setup.htm&amp;type=5&amp;language=en_US" target="_blank">Set Up Agentforce Lead Nuturing</a></td></tr></tbody></table>

## 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.