Schedule an email to be sent by the agent at the time specified by the agent settings.
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 | ScheduleEmail |
| Reference Action Type | Standard Action |
| Reference Action | scheduleEmail |
| Does this action execute one or more prompt templates? | No |
| Required Setup | Set Up Agentforce Lead Nuturing |
SDR Agent: Schedule Email
This action schedules an email using information about the Action Cadence Step Tracker Id of the recipient's current cadence step, the email being scheduled, the type of email (intro, nudge, or reply), and whether the lead owner should be copied on the email.
Considerations
Removing this action will break SDR agent's ability to schedule and send emails to new and updated leads.