Drafts a follow-up email to a lead who has not yet replied to an earlier email.
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 | DraftNudgeEmail |
| Reference Action Type | Standard Action |
| Reference Action | Follow up Agentforce SDR Email |
| Does this action execute one or more prompt templates? | Yes |
| Required Setup | Set Up Agentforce Lead Nuturing |
SDR Agent: Draft Nudge Email
This action calls the Follow up 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. The prompt template also includes information about the lead's previous email reply, and whether the lead owner has Inbox enabled.
Considerations
Removing this action will break SDR agent's ability to draft follow-up emails to new and updated leads.